Salesforce Dashboards rock! Take data from multiple Reports, visualize that data with easy-to-understand charts, then put them together on one page, all with a simple drag-and-drop interface. Dashboards let you get the pulse of your business at a glance. But there are some notable limitations. For example, you can only have 3 columns on one Dashboard, and automatic refreshes can’t happen more than once daily. If you need to see more data at once and need up-to-the-second information, you need to check out this awesome Chrome Extension!
Salesforce only allows you to refresh Dashboards daily, weekly, or monthly. With Enhance Salesforce Dashboard, you can now have “up to the second” real time information. Use options to set auto refresh frequency/duration.
Enhance Salesforce Dashboard is a free application that you can install today. My whole team loves this fantastic tool, and I know you will too! Check it out!
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.
Leads are the standard starting point of all sales in Salesforce. Leads come in by the droves from the web, purchased lists, trade shows, and more, and your team works like mad to qualify and convert those leads into real opportunities, and better yet, sales. But the value of your leads doesn’t stop once they’re converted. If you learn how to leverage data from all your leads, even the converted ones, you can move beyond the mad rush and find ways to target the most valuable leads for even more closed deals.
Accessing data from converted Leads can seem foreign if you’re new to Salesforce, as you can’t access them from standard list views or even links, but it is actually quite simple. Using a standard Leads Report, you can view all Leads which have come through your pipeline. Add the “Converted” standard checkbox, summarize that field, group by Lead Source, and add a chart showing % converted by Lead Source to see which channels are bringing you the most qualified Leads. Using the standard Leads with converted lead information Report brings in Opportunity data for any of those Leads which have converted, so that you can now see both conversion percentage, and average and total amount won for any related Opportunities. Add custom formulas to give you even more valuable info, get creative, and soon you’ll be able to leverage this data to direct your team towards the most valuable Leads!
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.
Understanding your marketing and sales funnel is critical to success for your business. But building valuable reports and useful charts to understand your sales pipeline takes time to master. With tricky Reports, formulas which can be confusing, and difficulty nailing down exactly how to segment it all, your head might be spinning. Wouldn’t it be nice if there was a quick, easy way to get all that info without the hassle? Check this out!
CloudAmp’s Marketing & Sales Funnel shows you your leads, converted leads, and won opportunities in an easy to understand funnel chart with conversion percentages. Easily switch between 30, 60, and 90 day views and customize the source reports.
This free app is pretty new, so give it a try and be sure to leave your feedback!
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.
So you’ve finally decided to take the leap and create a custom Object (or more ambitious, an app) in Salesforce? Congratulations! Since you’re probably going field-crazy already, don’t let me stop you, but I would like to jump in and give you some practical advice. One of the most critical decisions you’re going to make in development of your Object is how it should be related to other Objects in Salesforce, and many budding admins and developers are at a loss when it comes to choosing between a Lookup and a Master/detail relationship. Here are some guidelines which should help you make that decision.
The primary difference between Lookups and Master/detail relationships is one of depth. Master/detail relationships are deep connections, and as such, a value is always required for that field. There is no such thing, for example, as an Opportunity Product without an associated Opportunity, and so that would be Master/detail. This deep connection allows you to do things like create Rollup Fields to count and summarize data from the child objects on the master. Alogn with Rollups, Master/detail children inherit their permissions from their parent, and if you delete the parent, all children will also be deleted. But because of the depth of the connection, you can only create Master/detail relationships that go so deep – you can only have up to three detail levels. Lookup Relationships are looser – they’re not required by the system, they can look up to other records on the same Object, and you can go as deep as you want. But with this flexibility comes limitations. There are no standard Rollup features on Lookup relationships, so if you need rollups, you’ll need code or a 3rd party app to do the job. Check out Salesforce’s help doc on relationships for more details and advice, and good luck with your new customizations!
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.
Tis the season for Star Wars buzz, and with a record breaking opening weekend behind us, there’s more excitement than ever for this classic franchise! Many of us geeks look to our fandoms for life lessons, and the Death Star is a classic example of a failed project. With its astronomical budget and fatal flaw allowing for its instant destruction, it is the archetype of a project management disaster. Well, the team at Trailhead agree, and built a lesson to walk you through creating a project management tool that just might save you from Lord Vader’s wrath.
The Battle Star App Trailhead lesson is perfect for the aspiring admin, Salesforce noob, or anyone who wants to brush up on how to build a custom application in Salesforce. It’s filled with fun Star Wars jokes, so nerds like me who already know how to do all the stuff in the lesson will be just as entertained. You’ll learn how to build a custom App from the ground up starting with custom objects and fields, then diving into business logic and beyond. And for you technophobes, no need to fear, no code is required for you to use the force! Now it’s time to roll up your sleeves, throw off your hood, get out the lightsaber, and start slicing away at this fun lesson. May the force be with you, and remember, “do or do not, there is no try.”
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.
