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Tip of the Week – Choosing Between Salesforce Automation Tools

Tip of the Week – Choosing Between Salesforce Automation Tools

 

Oh automation. It’s a buzzword. It grabs headlines. Everyone wants it. This is all for good reason though, because it really does make life and work easier. If I could automate putting my socks on, I would probably do it.

As you likely know, Salesforce has a plethora of powerful tools, such as Approvals, Process Builder, Workflow, and Visual Workflow, that you can use to automate your organization’s repetitive processes. The key to the game here, is knowing which one to use and when.

The simple breakdown:

  • Approvals are a great way to automate actions such as time off request approvals.
  • Process Builder and Workflows are best for business processes that can be simplified to if/then statements.
  • Visual Workflows works best for building a wizard to collect information for you.

For more details, click here!

 

-Ryan and the Salesforce Guys

Tip of the Week – Adding Fields to Custom Reports

Tip of the Week – Adding Fields to Custom Reports

One of the great things about Salesforce is that it is highly customizable and with the proper configurations, makes your process much easier and simpler. Unfortunately, because it takes some know how to create shortcuts, small issues can arise and slow things down. In the specific case of creating reports, sometimes you will notice that a field, particularly a custom field, is not available to add. This is due to the fields not being included in the custom Report Type.

To fix this little issue, these quick steps should do the trick:

  • Go to Setup
  • In “Quick Find”, type “Report Type” and select the option when it appears
  • Find the Report Type which you are currently using and click it to open
  • Click “Edit Layout”
  • Find the missing field you want to add in the right hand column
  • Drag and drop it over to the appropriate layout section
  • Click Save

Click here for info on creating custom reports!


-Ryan and the Salesforce Guys

Tip of the Week – Visualize your data with Image Formulas

Tip of the Week – Visualize your data with Image Formulas

image formulaA common issue for many Salesforce users is that they feel overwhelmed by the massive amount of information available to them. While this is certainly a good problem to have, the next question that everyone finds themselves asking is, “how can I simplify all my data, and find the most effective way to communicate it to my users or clients?”

While you could spend time drafting extremely thorough and elaborate email or presentations, chock full of data points and every significant blurb you can think of, your audience might not have the time or desire to focus on what you are showing them.

A quick and easy solution to this is creating image formulas! Image Formulas are simple graphic indicators that can be used to represent the data that resides within Salesforce. They are highly customizable and (as long as you build your formula correctly) will automatically adjust themselves to accurately represent data as it changes.

You can build graphic indicators to represent just about anything:

  • the earning potential of an opportunity (if the opportunity is under $_____, then only show 1 dollar image, if it is between $_____ and $_____ show 2 dollars and if it is over $______ show a whole stack of dollars );
  • the industry that is listed on a particular account (medical, legal, financial, media);
  • ratings of a lead, contact, account or opportunity (EX. one two or three stars)

So how can you build these sweet little graphic helpers? Follow the links below for an easy, step by step solution.

 After you find yourself  comfortable with the process, the fun part really begins, where you can select your images and icons, and spice up all your reports!

 

-Ryan and the Salesforce Guys

App of the Week – Quickly validate phone numbers in Salesforce with RingsTrue

App of the Week – Quickly validate phone numbers in Salesforce with RingsTrue

Salesforce is an amazing platform to facilitate and generate sales. With so many people and organizations connected, reaching out and connecting to potential business opportunities has never been easier. While having so much contact information at your fingertips is a fantastic resource, nothing can be more frustrating than getting stopped at the starting line by a badly formatted or incorrect phone number. RingsTrue can you help you avoid these faulty connections!

RingsTrue cleanses, formats and validates telephone numbers in Salesforce, all from one click of a button.

This app was released just last year but already has great reviews. Check it out here!


-Ryan and the Salesforce Guys

App of the Week – Increase Client Satisfaction with Intelligent Gifting from Salesforce

App of the Week – Increase Client Satisfaction with Intelligent Gifting from Salesforce

Many apps you find out there, whether on the app exchange or elsewhere, are often effective, functional, but somewhat dull solutions to business problems. SwagIQ is an exception to the boring app. SwagIQ is built to automate and streamline something everyone enjoys: giving and getting free stuff. Boost client engagement, increase close rates and free up your work force from time consuming manual processes.

SwagIQ lets you seamlessly trigger, send and track real stuff from Salesforce. Send branded items, client/prospecting gifts, marketing collateral and more with the click of a button.

Check out the app on the AppExchange here!

-Ryan and the Salesforce Guys