by Mike Walsh | Oct 11, 2019 | Blog, Salesforce-Apps-AppExchange
Why does booking travel and tracking expenses have to be complicated? When your regular business day is highly automated and just about everything from your documents to your email to your calendar is integrated, why should your travel and expenses be done with frustrating and time consuming reporting practices. SalesTrip gives a better expense management system, directly in Salesforce.
Employees book trips and submit claims driven by dynamic CRM data, increasing sales productivity, actionable travel insights and ROI for your business.
Check it out here!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Jul 18, 2019 | Blog, Salesforce Tips
One of the biggest values within the Salesforce CRM to date has been the data analysis and reporting tools. Companies with large volumes of high-quality data in their Salesforce CRM have been reaping the benefits for years, as the various reports have let them drill down into some extremely granular, but important details of their business.
The addition of the new Lightning UI has yielded a bevy of new visual upgrades to the reports, so now all that powerful data is super easy on the eyes, and allows companies to get that impactful, visual understanding of what is going on.
If all of that wasn’t enough, last month Salesforce announced that they will be purchasing Tableau for $15.7B. Tableau is one of the leading data analytics and visualization platforms on the market, and such a large purchase is sure to yield significant results to the Salesforce platform.
Speculation is high on just exactly how Salesforce and Tableau will work together, especially considering that Salesforce already has its Einstein AI and Analytics platform up and running.
The takeover is sure to be slow, as the two large companies find a way to mesh, and the technologies slowly integrate.
However, down the road, we are sure to see all of that Tableau technology popping up here and there in Salesforce. And those already awesome looking Lightning Reports? Who knows, but there’s a decent chance we will start seeing even more improvements and upgrades.
-Ryan and the CloudMyBiz Team
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CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | May 9, 2018 | Blog, Salesforce-Apps-AppExchange
When you use Salesforce, or just about any digital CRM for that matter, you will end up working with a great number of fields to contain and manage your data. So what do you do when you need to know the specific formulas within each field? How about if you need to find all of the relevant Metadata associated with the field? FieldPro is designed to give you exactly that, without making you spend hours looking through code. This app is billed as a streamlined solution for you to dig deep into your fields and all relevant data. You can also get detailed reports and analytics on which fields are being used and which aren’t so that you can remove unnecessary objects.
FieldPro is a lightweight application which enables Salesforce users to search/report/run-impact-analysis/find-metadata-references in all fields with lightning speed.
Check it out here!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Mar 13, 2018 | Salesforce Tips
How can you find the last day of any month for reporting purposes? Perhaps you need a report to check account running balances for the last day of the month over the last 12 months. Or maybe you want to see the sales closing numbers, for the last day of the month over the past year. These sorts of reports can be very helpful, but considering each month has a different number of days, how do you find the answers?
Well the answer is actually a pretty simple trick. You simply find the first day of the next month, and subtract one day. The system will automatically take a step back on the calendar and give you the results you need.
When plugged into a formula field, the result should look something like this:
IF(
MONTH( date ) = 12,
DATE( YEAR( date ), 12, 31 ),
DATE( YEAR( date ), MONTH ( date ) + 1, 1 ) – 1
)
Presto! You are now looking at the last date of the month. You can use this to get more creative, like creating formula check boxes if a certain record falls on the last day of the month, to create a report to see what the performance was ONLY on the last day of the month
Click here for more sample date formulas!
-Ryan and the CloudMyBiz Team
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
