by Mike Walsh | Mar 13, 2015 | Salesforce Tips
We’ve recently been focusing on the Salesforce Spring ’15 release and its features, and this week, I’d like to highlight another new gem. You may have heard about this awesome tool before, but now it’s out of beta and in full release. So Salesforce has lots of tools available for automating your processes, from Workflow Rules to Flows to Apex which have been available for a long time. But Workflows can be tricky to write and debug, and there are some limitations which can lead to a need for 3rd party apps and expensive code to handle even simple automations. You need something quick, simple, and easy to help you automate your processes at the touch of a button. And the Salesforce Processes Builder was built for you.
Like with Report Subscriptions, the Process Builder is an improvement on tools you already had available in your Salesforce arsenal, and similarly, this one is huge! Think about all those things you have to do over and over again in your system – creating follow-up tasks when you get a new lead, sending a follow-up email a week after a Case closes, updating an Account when an Opportunity closes. Now, imagine having an easy interface where all you had to do was draw a flow chart and your new automated processes are already implemented. Snap! The job’s a game! The process builder solves some significant limitations to Workflows by letting you create new records, post to a Chatter Feed, handle more complex cross-object functionality, and write in multiple rules and decision points. For an overview of the Lightning Process Builder, check out this link. Here’s a lightning guide for getting started, and here’s a link to the full guide if you want all the details. Check out the Process Builder today and tell us how it’s helped you improve your workflow!
-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 | Mar 6, 2015 | Salesforce Tips
Last week, we shared with you some highlights from the Salesforce Spring ’15 release, and this week I’d like to focus on one of my favorite new features. If you live on the numbers, having the ability to schedule reports to come straight to your inbox every morning is a godsend. But with all the email we get every day, those scheduled reports are just one more tick in your overstuffed inbox, and since you’re getting them over and over again, you eventually just stop looking at them altogether. And that’s fine when things are in ship shape. But what happens when something changes? Will you even open the email? Will you notice there’s a problem that needs to be addressed or an exciting milestone to celebrate? Probably not…until now! Salesforce now lets you subscribe to Reports so you only get that email when there’s something important for you to see.
Subscribing to Reports is almost as easy as scheduling reports for future runs, and really takes them to the next level. First, click the new Subscribe button (if you don’t see it, talk to your administrator to get it turned on). Choose if you want to be notified every time your set conditions are met (like any time there are more than 20 new Cases or Leads) or only the first time the conditions are met (such as when your sales team has reached its annual goal – do I smell a pizza party?). Next, set the conditions to be met. Choose when the system should check those conditions – daily, weekly, or monthly. Select how you’d like to be notified – with a Salesforce1 notification, a Chatter post, an email notification, or even an Apex action (yeah, it’s that cool). Set it to Active, click Save, and sit back while only the important numbers come to you when you need them most! For more info, check out the release notes here!
-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 | 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.
