by Mike Walsh | Aug 15, 2014 | Blog, Salesforce-Apps-AppExchange
Your company has just released a new pricing structure and you’ve got a lot of updates to make to your Products and Pricebooks in Salesforce, you just got off a marathon of phone calls with clients and have a lot of address changes to note, or maybe you’re a system admin working on your monthly data cleaning process. Whatever your scenario, if you’ve got to make a lot of changes to records in Salesforce, you better brew an extra pot of coffee, because you’ll have to wait for a lot of page loads to go into and out of every record. You may have learned this lesson already and just opt to export everything, make your changes in Excel, and import everything back into Salesforce later. But if you’ve got an amazing system like Salesforce, why should you have to use Excel to mass update your data!? There has to be an easier solution! And there is – it’s called GridBuddy by AppBuddy.
Managing related records in Salesforce takes too many clicks and page loads. Until now! With GridBuddy, you can manage your Salesforce data in single-page, report-like list views.
It’s seriously simple and super cool. One of our favorites. Watch the video below and check out GridBuddy today!
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 24, 2014 | Blog, Salesforce-Apps-AppExchange
“Clicks, not code” is the mantra of any good Salesforce administrator. Using Salesforce’s built in tools like Formula Fields, Workflow Rules, Rollup Summaries, etc. can get your team nigh to the moon and back. But what if you need metrics and don’t have Rollups available? What if you need a Field Update to happen across objects? Your typical tools can fall short in some very frustrating and unexpected places, making you turn to a developer to write complex Apex and commit to maintaining and updating the code over time. No worries, you can rollup to success with Rollup Helper in Salesforce!
Use Rollup Helper to create data roll-ups that will provide insights you could never have before. With Rollup Helper, you can turn your data into information even for your most complex rollup scenarios. All data stays safe and secure in your org.
Get your mission critical data delivered to your fingertips with clicks, not code today with Rollup Helper!
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, 2014 | Salesforce Tips
Tracking performance against your goals is an essential part of any business. Having the tools you need to compare target vs. actual gives you the ability to move resources, change your approach, and improve on your team’s successes over time. Salesforce offers many valuable tools to help you meet this need, including the built in Forecasting functionality and hundreds of fantastic apps on the AppExchange. But sometimes less is more, and simple form can have more function than the most detailed dashboard. You need a quick, clean, easy to understand tool for tracking performance and goals, and we’ve got a great approach for you from Jesse Lingo of Opfocus!
Start out by creating your simple Opportunity Report in Salesforce. Add any fields you think you’ll want, group it by Closed Date and group dates by Calendar Month (by clicking the little down arrow next to Closed Date), then summarize the Amount Field (you’ll want to get the Sum). Next, create a Formula called Monthly Target, set the Format to Currency, and use a Case formula to identify the target for each year or month – for more details on preparing this formula, check out the Opfocus post. Finally, add a vertical bar chart, set the Y Axis to Sum of Amount, plot additional values, and choose Monthly Target. And there you have it! A simple, clean, no-nonsense report and chart to track target vs. actual in Salesforce!
-Jared and the Salesforce Guys
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, 2014 | Blog, Salesforce-Apps-AppExchange
Information is key to success, and when you’re trying to choose and close the right deals, having the information you need at the tips of your fingers can be the difference between getting a killer contract and killing a great opportunity. When you’re on the phone with a client, you need to find and process info like previous buying patterns and potential areas for growth fast. Salesforce Labs knows how important this information is (sometimes I think they read minds) and have developed Account Dashboards just for you!
This free app adds dashboards to your Account record pages. See year over year sales, identify buying trends, and get visibility in to what products customers have bought in the past, to quickly and visually identify areas for growth in key accounts.
Check out Account Dashboards and start closing more deals today!
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 | Jun 20, 2014 | Blog, Salesforce-Apps-AppExchange
Whether you’re working with sensitive client data, observe strict non-disclosure policies, are developing a powerful app your competitors are licking their chops to get ahold of, or simply want to have a better understanding of what your team does while logged into Salesforce, the tools available for user tracking and audit logs in Salesforce are limited. You could write some clever code to track page views and file downloads, but that’s going to take a lot of time to implement. Instead, why not check out ezCloudAudit!
As an ideal tool for managers, this user-friendly Salesforce add-in quickly establishes a complete chain of custody by creating a detailed audit trail for all proprietary data. From one dashboard, you can monitor Force.com page views, record and contact views, and time totals for each licensed user on your Salesforce team.
Check out ezCloudAudit on the AppExchange and start building a powerful audit trail in Salesforce today!
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.
