by Henry Abenaim | 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!
by Henry Abenaim | Oct 15, 2014 | Salesforce Tips
If you were stuck at home or missed Marc Benioff’s keynote address at Dreamforce ’14 on Monday, let me introduce you to the new Salesforce Analytics Cloud called Wave. Wave is being heralded as “analytics for the rest of us,” and with good reason. Until now, implementing robust business intelligence systems has been a huge hassle. Costly systems, teams of experts, and days, weeks, or even months to get the data you need to make important decisions. With Salesforce Wave, your team gets the data they need in record time, even from mobile. Wave even lets you trigger Workflow actions from reports to alert your team if conversion rates are dropping or sales are at record highs.
Now, business users can instantly access and easily analyze billions of rows of data themselves…. In addition, business analysts can take a more strategic approach to delivering insights by creating mash-ups of relevant third-party data sources in a single dashboard…. Wave also enables social collaboration. As business users derive insights, dashboards can be shared via Salesforce Chatter and new workflows and tasks can be triggered.
Like Salesforce’s last big release, Salesforce1, Wave is all about empowering users to go mobile. Read more about Salesforce Wave and get ready for the analytics revolution coming to Salesforce!
-Jared and the Salesforce Guys
by Henry Abenaim | Sep 5, 2014 | Blog, Salesforce-Apps-AppExchange
At CloudMyBiz, we’re always looking for cool, new apps to inspire success in the workplace. Some focus on saving you time, others help you keep your system up to date, and some serve as a jumping off point for more great things. This one caught my eye with its title (I do write our Tip of the Week after all), and surprised me with the power of its simplicity. One of the most challenging tasks, especially with a mobile workforce, is keeping your team motivated and up to date on the latest business news. Emails are great, but they can get lost in the clutter of…well…email, and an active Chatter community can be even worse. Wouldn’t it be great if you could easily get the most important news to your team in the field and never have to worry about it getting lost in the mess of life? Enter the new, free Tip of the Day for Salesforce1 Mobile!
Tip of the day is an easy way to push visual information towards Salesforce1 Mobile users. You can provide tips on Salesforce1 usage, push motivation messages, provide tips on a specific process like the sales process or advertise on campaigns running internally or externally.
It’s fun, it’s free, and its first glowing review is by the amazing blogger Phil Walton of Phil’s SFDC Tip of the Week. Check out Tip of the Day today!
by Henry Abenaim | Aug 29, 2014 | Salesforce Tips
Whether you’re in the field and need directions to your next appointment, are at a lunch meeting and want to present a few options for a client to review, or are sitting on the beach and want to check in on your accounts while sipping your margarita, Salesforce1 is the app for you. Salesforce1 puts all your Salesforce data into your pocket or handbag so that you can have it at your fingertips whenever you’re on the go. The problem is that navigating Salesforce1 can be a bit difficult sometimes, requiring more button clicks and drilling down to get the same information you see at a glance on your computer, especially when talking about related lists (like Opportunities for an Account). Wouldn’t it be great if you could get all that information with a couple flicks of your thumb? Well, you can with Mobile Cards for Salesforce1.
Mobile Cards for Salesforce1 allow you to add custom Visualforce components optimized for mobile devices straight onto your mobile page layouts. If you can do it with Visualforce, you can probably do it for Salesforce1. One common challenge is showing the information from a related list on your mobile device. This can be easily remedied with a very simple Visualforce Page (code below). Be sure to check “Available for Salesforce mobile apps” to allow it to display in your mobile app. While this example doesn’t look terribly pretty, it’s a great jumping-off point to get you started on building truly brilliant Mobile Cards and making your Salesforce1 experience awesome and uniquely your own.
<apex:page standardController="Account" showHeader="false" sidebar="false" standardstylesheets="true">
<apex:relatedList list="Contacts" ></apex:relatedList>
</apex:page>
-Jared and the Salesforce Guys
by Henry Abenaim | Aug 29, 2014 | Blog, Salesforce-Apps-AppExchange
Let’s face it, you’re juggling questions from clients, proposals, presentations, email, and phone calls, and meanwhile your colleagues are waiting on you for information they need to manage their own insanity. With all the moving pieces in business, it can be hard to keep track of who owes what to whom. To make matters worse, you can’t always be at your desk with a nice To-Do list, and you can’t always trust your notes aren’t going to accidentally find their way into the trash. You need a system to help you keep track of all those floating items so that nothing falls through the cracks. IoU for Salesforce1 has a free app to help you keep the crazy at bay.
IoU is a simple To-Do app that allows you to keep track of the things you owe other people and the things other people owe you, all from within Salesforce1. Keep your team organized and accountable with this simple, easy-to-use mobile app.
This new and innovative app is free, so you should check it out today!
