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Tip of the Week – Chatter brings your team together on Salesforce this Holiday season

Tip of the Week – Chatter brings your team together on Salesforce this Holiday season


The Holidays are a time of warmth and togetherness. This year, many of us will be celebrating them together as the calendars align. You may gather around a candelabra or Christmas tree, share special foods or songs, attend a place of worship, a movie theater, or celebrate at home with people you love, but the theme is always the same. Sometimes, it may feel like bringing this kind of togetherness to your team at the office is impossible, but Salesforce Chatter is designed for collaboration, communication, celebration, and sharing the love.

Succeeding with Salesforce Chatter is easy. To prepare, your team should know some social media basics and brush up on the dos and don’ts of Chatter. Once they’re ready, you can use announcements to celebrate major team successes, create custom Chatter Actions to let your team work and collaborate at the same time, and even bring your team more together than ever with a tool that will help them communicate across the language barrier. When you see your team working together like never before, you’ll want more. Not to worry, there’s so much more you can do. This holiday season, bring new warmth and togetherness to your company with Salesforce Chatter. Happy Holidays from the team at CloudMyBiz.

-Jared and the Salesforce Guys

Tip of the Week – 99 Tips of the Week on the wall from CloudMyBiz

Tip of the Week – 99 Tips of the Week on the wall from CloudMyBiz

Image by Joelle Diane

It’s hard to believe, but this week is our 99th Tip of the Week. Almost two years have gone by since we first shared with you some of our favorite Salesforce workarounds, and since then, we’ve worked hard to bring you a new tip, trick, hack, or solution for common Salesforce challenges every week. I’m writing this post from my first Dreamforce experience, and next week’s 100th will (probably) be focused on what I’ve learned, but for now I bring you my personal favorite top 10 tips from the last 98.

10. Barcodes in Salesforce are that bleeping simple

I have run into a couple situations where I needed barcodes in Salesforce, and happened on this solution. It’s so quick and easy to implement that it will always make my top 10.

9. Maps in Salesforce will be a game changer Spring ’15

And they have been! This feature generated a lot of excitement, and over the last several months, it has been thoroughly loved by everyone I know in the Salesforce world!

8. A quick life hack to enhance your Salesforce experience

This tip was completely out of left field, but for those of you with big, tall pages and documents to read, it can be a real life-changer. Think desktop meets iPad (without the iPad Pro investment).

7. The dos and don’ts of Salesforce Chatter

I wasn’t expecting how popular this tip was going to be when I wrote it, but it made its rounds in a big way. I hadn’t realized how many people were looking for a primer on what to do with Chatter.

6. Calculate business days between two dates in Salesforce

This simple solution can be a real help to businesses for whom business day response time is crucial – which accounts for a large number of businesses. I love these simple copy/paste solutions.

5. A whole new world in Salesforce with one simple Visualforce page

Speaking of copy/paste solutions, this one can bring some amazing features to your org with very little effort. I’ve received a number of phone calls from other Salesforce partners wanting to implement it.

4. Ready, set, integrate with Salesforce to Salesforce

People don’t realize how easy it is to integrate two Salesforce orgs together with Salesforce-to-Salesforce, but it can completely reinvent how two teams work together.

3. Choosing the right phone integration for Salesforce

This post is a go-to for me when people ask me about CTI adapters. There are so many options on the market, and this can really help you choose the right solution for your team.

2. It’s easy to create dynamic Reports in Salesforce

This tip took a lot of effort to write, but it serves as a primer for my team whenever they need to learn how to build dynamic Reports. The step-by-step instructions break it down so that anyone can do it!

1. Hack Away at work with URL hacking in Salesforce

This is one of our most revisited posts, and I’ve heard from developers in and out of my office that they come back to this time and again every time they are trying to prepare custom URL hacks. If you’re looking for simple instructions, I walk you through it and make it as easy as I can.

Keep an eye out for many more tips and tricks over the next two years and beyond! I look forward to celebrating our 100th post next week, and sharing with you our 200th and more! Thanks for reading.

-Jared and the Salesforce Guys

App of the Week – Chat your Tweet in Salesforce with a simple hashtag

App of the Week – Chat your Tweet in Salesforce with a simple hashtag

Social media is a fantastic tool for meeting new people, staying in touch, and keeping clients and colleagues happy and in the loop. If you’re a social media junkie like me, you use your Chatter like you use your Twitter, and sometimes you want to Chat the same thing you just Tweeted, and that’s just annoying. You can use Hootsuite and other apps to post stuff to Facebook, Twitter, LinkedIn, and more all at once, but what if you want to include Chatter in the mix? Well, I have good news for you! Chatting your Tweets is just a #ch away with multiplex.io!

Multiplex.io allows you to easily publish your tweets to Chatter. In a few clicks you can pair up your Twitter account to your Salesforce Chatter and after that every time you tweets include #ch they will be posted to your chatter feed.

Check out multiplex.io today. It’s free and will start saving you time immediately!

Tip of the Week – How to succeed with social media and Salesforce Chatter 101, no ice bucket needed

Tip of the Week – How to succeed with social media and Salesforce Chatter 101, no ice bucket needed

George Takei takes the Ice Bucket Challenge

Salesforce Chatter premiered several years ago now (who remembers the Super Bowl commercials?), and thanks to constant updates and cool new features, it still remains the hot topic everyone talks about. Chatter can do so much more than just serve as a social platform for collaboration, like making things easy to find, helping you keep your team up to date on the latest company news, and managing attachments with ease. In the past, we’ve talked about the dos and don’ts of using Chatter, but some of you may be struggling with something more basic – “you say Chatter is like Twitter and Facebook, but I don’t use those! How can I succeed with a social media tool when I don’t use social media!?” Don’t worry, I hear you loud and clear, and I’m here to help!

There are four basic weapons in the social media and Chatter arsenal – mentions, tags, links, and likes. Mentions (sometimes called “at-mentions”) look a little different on every platform, but they all act the same. Start by typing the @ symbol followed immediately by a person’s name, click on it when it pops up, and when you click Share, that user will get an email notification. Tags (also called “hashtags”) are uniform across most any platform. When you’re writing a post, identify a keyword and place a # immediately before it (ex. #Salesforce, #Chatter). Hashtags help you find other relevant posts and identify what other people are talking about. Links are exactly what they sound like. You read a really good blog post, saw one of your clients mentioned in an article, or maybe just want to share a cute cat video (if that’s cool in your office), copy the link and add it to your post. Finally, likes are your way to tell others what is relevant to you. When you “like” something by clicking the Like button, you’re telling the person who posted the original message that you want to see more posts like that.

-Jared and the Salesforce Guys

Tip of the Week – Chatter rocks at attachments, and Salesforce Summer ’14 is bringing you more space!

Tip of the Week – Chatter rocks at attachments, and Salesforce Summer ’14 is bringing you more space!

Attachments can be a bit of a prickly area in Salesforce. Using the standard Attach a File button is tedious, with multiple button clicks and some tight limits on file size. 5MB is just a bit too small most of the time, and since this rule also applies to Email-to-Case, you might be missing some important communications from clients who attach larger files. Salesforce has been listening, and I have some good news on both fronts!

Using the Attach a File Chatter Action, files are pushed from Chatter straight into the Notes and Attachments section on your records. This means that you now have a much more user friendly interface for attaching files to a record and having everything right where you need it. Just click share, and it’s there! And what’s more, Summer ’14 is bringing an update allowing attachments (and emails) up to 25MB, meaning less bounces, less headaches, and a much happier team! Keep an eye out for your Summer ’14 release date, and enjoy all the awesome new features!

-Jared and the Salesforce Guys