by Mike Walsh | Dec 30, 2016 | Salesforce Tips
It’s that time again. The year is almost at its end, and that means it’s time to share with you our annual countdown. In previous years, we’ve shared our favorites and the posts with the most hits, but this year, we wanted to share the posts you really focused on. This year’s top 10 is a list of the posts our readers have spent the most time reading and re-reading. If you’ve not seen them yet, pull up a comfy chair and pour over them. And if you have, I hope you’ll share with us how you’ve used these tips in 2016!
- JavaScript makes multi-select picklists work with dynamic Salesforce Reports
If you couldn’t tell, we use Dynamic Reports for a lot at CloudMyBiz, but we have run into some issues in the past when dealing with multi-select picklists. This trick helped us amp up the value of those reports.
- The long and short of Joined Reports in Salesforce
Joined Reports are an incredible tool in Salesforce, and one that many Salesforce customers overlook. This is an overview we prepared on how to leverage those Reports for your business.
- Choosing the right phone integration for Salesforce
This is an old favorite of ours. More and more of our clients are choosing a CTI (computer telephony integration) every day, and the document on this post has helped many of them choose the right tool for their team based on features and budget.
- Celebrating 100 posts: The Dreamforce Experience
I went to Dreamforce for my first time last year, and one of the next posts was our 100th Tip of the Week. In this post, I shared my experiences at Dreamforce. If you’ve never gone and are considering going in the next year, I strongly recommend reading over this post!
- Barcodes in Salesforce are that bleeping simple
Every time I pull up our numbers for the blog, this post makes the top 10. There are so many reasons you may consider implementing barcodes for your org, and this tip gives you a simple solution to get up and running today.
- Put your trust in Salesforce with the new Trust site
The new Trust site is up and running, and looking better than ever! If you’ve not seen it yet, I recommend checking out this post and heading over to trust.salesforce.com.
- Never lose a thing with Tags in Salesforce
This one surprised me – I never expected this post to make any of our top 10 lists! If organization is a struggle for you, I recommend checking out this post, as well as the newer feature, Topics!
- Track target vs. actual with a simple Report in Salesforce
If you had to choose a theme for our Top 10, it would be Reporting – hands down. And this cool trick helps you create a simple, powerful Target vs. Actual Report in your Salesforce org.
- LiveMessage connects Salesforce, SMS, Facebook Messenger, and more
This year has been all about acquisitions for Salesforce, and this was one of the more exciting ones on the list. Check out this new feature that brings SMS messaging and more to Salesforce!
- Plan your move to Salesforce Lightning
Lightning has been all the rave in the Salesforce world, and this tip, the post with the longest read time, can help you decide when your org will be ready to make the Lightning transition. Check it out!
Thank you for reading our blog, and we look forward to sharing a whole bunch more exciting tips in 2017. Happy New Years!
-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 | Dec 9, 2016 | Salesforce Tips
Salesforce Lightning has been the talk of the town since Dreamforce ’15. It brings Salesforce up to modern web design standards, unifies the user experience across devices, and adds new power to the platform. But with the phased ramp-up of the Lightning Experience, it’s been difficult to decide if you’re ready or not. Everyone’s been waiting for the all-clear, or at least a roadmap so that they can start planning. Well, your roadmap is here!
Recently, Salesforce released the Lightning Experience Roadmap, a clear document outlining the timeline for when many features will become available within Salesforce Lightning. If you’ve been waiting on word that something you use every day is ready, wait no longer! Check out this fantastic roadmap and start planning your transition to the Salesforce Lightning Experience today!
-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 | Dec 18, 2015 | Salesforce Tips
The new Lightning Experience is all the buzz in the Salesforce community since Dreamforce ’15, and with good reason. The Lightning Experience is the most significant update to the Salesforce user experience ever, blending tools you need on your desktop with an interface designed with mobile in mind. But as with everything that’s new, jumping on the bandwagon too early could be a big mistake, and being an early adopter of the Salesforce Lightning Experience may not be the right fit for your business. But how do you know if Lightning is right for you?
Our colleagues at OpFocus have put together a valuable infographic to help you answer this question. In it, they provide a few sample use cases to help you determine if Lightning is right for your business. On the bottom of the infographic is even a handy checklist including items not supported by the Lightning Experience, such as Campaigns, Approvals, and Data.com, to make it easy to quickly identify if you should hold off. Check out the infographic below, and if you’re still not sure, contact your Salesforce consultant today!
-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 | Dec 11, 2015 | Blog, Salesforce-Apps-AppExchange
In the ever expanding global market of the 21st Century, it’s important to be able to do business with your customers wherever they may be. Salesforce knows this, and has built-in multi-currency support. The problem is, sometimes you don’t need an Opportunity, you don’t want to create and save records, wait for page loads, change settings. You just need to see a price in a different currency. “You told me the price in USD, what’s it going to cost me in Euros?” The team at Salesforce Labs gets you, and they’ve created the awesome Currency Conversion Tool!
Convert currencies on the go. Enter an amount and specify the currency, then with one click convert that to all currencies set up in your org. Use this component in the Lightning App Builder to quickly add it to your apps.
The Currency Conversion Tool is free, mobile friendly, and ready to work with any currencies configured in your org. Give it a try 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 | Aug 28, 2015 | Salesforce Tips
If you’re a Salesforce junkie like me, this has been an exciting week. Dreamforce is on the horizon, and that means the whole community is already atwitter with excitement. Building on that, Salesforce launched the Dreamforce ’15 app for iOS and Android, which brings the agenda, event info, and the Dreamforce Chatter experience to the palm of your hand. But Salesforce wasn’t done. They told us a little while back that the system would be getting a facelift, and this week’s webcast didn’t disappoint!
The new Lightning Experience is taking the Salesforce world by storm by completely reimagining the Salesforce user interface. It’s looking pretty awesome! Salesforce1 has been making waves for a couple years now, and like with Windows 10, the new desktop interface unifies the Salesforce experience across devices and platforms. New features and significant improvements on old favorites are show these upgrades aren’t just skin deep. And there’s clearly more to come as they expand the Salesforce Lightning Experience beyond the Sales Cloud. Get on the path and start learning about the Lightning Experience on Trailhead, and let us know what you think!
-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.
