by Mike Walsh | Feb 27, 2015 | Salesforce Tips
It’s that time again, Salesforce is out with the latest of its 3 annual upgrades. And this one is HUGE! This release offers major updates to tools we use every day, as well as brand new features you’re going to love. Whether you’re looking for more powerful reports, want to get your customers into a community quickly, or want enterprise-level special features without implementing a costly 3rd party solution, Salesforce Spring ’15 is not going to disappoint.
With Spring ’15, reporting’s reached a new level with report milestone alerts. Now you can schedule a report to only go out to you when one of your summary fields has reached an important milestone. The Service Cloud has been updated with a new milestone tracker as well. The Sales Cloud now has “Sales Path” which makes tracking the sales process a breeze. Communities is now easier than ever to implement. Salesforce now has built-in duplicate prevention functionality. And FINALLY we can start using native Salesforce maps, which we’ve been excited about for months now. Want to know more? Check out this handy presentation, and let us know your favorite features of Salesforce Spring ’15.
-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 | Nov 7, 2014 | Salesforce Tips
More than just communicating with clients and tracking sales, Salesforce serves as a powerful central repository for client information. Salesforce gives you standard Address fields on all Lead, Contact, and Account records to easily store addresses, and has even released a feature that lets you get directions in Salesforce1 with the click of a button. But data is only as valuable as its quality (remember, junk in, junk out), and only if you can do something useful with it. What if you need to show a map on a record (“Loch Big Ben” would be an embarrassing mistake…)? What if your users are prone to typos or are missing information when entering addresses and need some suggestions? You’re going to have to turn to an expensive third-party app or a lot of heavy development to give this kind of powerful feature to your users. Come Spring ’15, however, maps in Salesforce are coming to you as part of the scheduled update!
What will you get when this update comes your way? Here’s the latest scoop from Salesforce:
- Display of map images where any standard address field is sufficiently populated. This functionality will be available through the desktop interface and the Salesforce1 Mobile app.
- Standard Visualforce components for map creation.
- Address suggestion and auto-completion available when editing address fields.
Get ready for this awesome upgrade and let us know how you’re going to use the new maps in Salesforce when Spring ’15 drops!
-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 | Nov 7, 2014 | Blog, Salesforce-Apps-AppExchange
If you haven’t heard, Salesforce will be releasing an update to bring maps into native functionality this spring. This is undoubtedly awesome, but if you need to take your Salesforce maps to the next level, you’re probably looking at a long development cycle. Wouldn’t it be great to see what Accounts are close to your current location? Wouldn’t it be awesome if you could easily visualize and manage territories? Wouldn’t you love it if Salesforce could help you design an optimized route when you’re planning onsite meetings? If you need the best of the best in Salesforce mapping tech today, check out Geopointe!
Location-enable Salesforce by starting a free trial today. Geopointe provides proximity searching, optimized routing, territory management, boundary layers, demographics, check in via Salesforce1 and a lot more.
With nearly endless possibilities, you should sign up for your free trial and start mapping everything today with Geopointe!
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.
