by Mike Walsh | Dec 19, 2017 | Salesforce Tips
The External Services feature was announced as part of the Spring ‘17 Release of Salesforce. This product allows you to easily set up connections between your Salesforce org and – you guessed it! – external services of your choosing. You can access the services via a custom flow and all the necessary data will be imported directly into Salesforce.
Practically speaking, what does this mean for you as a Salesforce user? First of all, you can connect to third party services to enhance your Salesforce org, such as credit checks or online purchases. Don’t worry if you aren’t a master programmer; Salesforce has built a setup wizard to guide you through each step. Unfortunately, External Services is still in Beta. Once released, this feature will be very useful to anyone using Salesforce. Stay tuned to our blog for coverage and updates on External Services and other exciting new features.
Learn More about the External Services Beta!
-Ryan and the CMB 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.
by Mike Walsh | Sep 25, 2017 | Salesforce Tips
Salesforce reporting gives users an easy and effective way to keep informed of the metrics that matter to them the most. But did you know that you can set up your reporting to be delivered to you automatically? That’s right, instead of having to manually run reports, you either subscribe or schedule, and those customized reports will be delivered automatically to your inbox.
But which should you use? Scheduled Reports or Report Subscriptions? Don’t be fooled by their similar sounding names, there are significant differences between the two. If you want a report to run itself daily, weekly, or even monthly, and to have the results sent automatically, then Scheduled Reports are for you. However, maybe you prefer to receive reports only when specific metrics meet certain conditions, for example, being notified each morning if there are 25 or more open issues. If this sounds like you, check out Report Subscriptions, where you can set your own customized triggers and get notified only when your attention is needed.
-Ryan and the CMB 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.
by Mike Walsh | Sep 25, 2017 | Blog, Salesforce-Apps-AppExchange
Document organization can be a real pain point for many companies. The bigger you get, your files become more spread out and harder to organize. Having a trustworthy and easy to use document management system then becomes essential to avoid those frustrating headaches. This app is designed to do help you avoid those troubles, all from your Salesforce Lightning Org.
d.velop documents is an easy to use document management solution which makes processes more efficient. d.velop documents saves storage costs and even provides external access on documents within Salesforce.
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 | Aug 11, 2017 | Salesforce Tips
Little features of a system can make big differences in function and efficiency. Take for example, the hover feature. You know, that intuitive aspect of computing where you place your cursor over something you are interested in, and more info will pop up without clicking. It saves time and keeps screens de-cluttered and organized. If you are using Salesforce, you can see this hover feature in action when you hover over a Case number, and an extremely helpful pop-up will give you a preview of what is contained in that Case.
In the standard format, this hover feature can be a great help to moving deals faster and simply making sure you have the right case. However, if you are using Salesforce Lightning, it can get better. With a little know how, you can choose exactly what info is pertinent, and customize what appears when you hover over the Case number. Follow the link below for a quick guide on modifying your compact layouts, and making those hovers work for you.
Customize Case Hovers in Lightning Experience
-Ryan and the CMB 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.
by Mike Walsh | Aug 3, 2017 | Salesforce Tips
There has been quite a bit of buzz around Salesforce Lightning lately and of course, a solid push for everyone to migrate. Most companies are planning on making the switch, it’s just a matter of when. Though Lightning has a great many benefits and upgrades, transitioning will always have its challenges. Luckily, these changes are not insurmountable, and with a little time and research, easy to fix.
In that vein, let’s take a look at a fundamental topic: adding, moving, and customizing tabs on your Salesforce Lightning Home Page. When it comes to adding or removing tabs, the process is fairly simple, just accessed from a different location than in Classic. Next, if you would like to move around the order of the tabs, all you have to do is dig a little deeper into settings and you can set up your page just the way you like it. Stay tuned in future weeks for more tips and tricks relating to Salesforce and the Lightning Experience.
Not sure if Lightning is right for your? Click here for more info.
-Ryan and the CMB 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.
