Document organization can be a real pain point for many companies. The bigger you get, your files become more spread out and harder to organize. Having a trustworthy and easy to use document management system then becomes essential to avoid those frustrating headaches. This app is designed to do help you avoid those troubles, all from your Salesforce Lightning Org.
d.velop documents is an easy to use document management solution which makes processes more efficient. d.velop documents saves storage costs and even provides external access on documents within Salesforce.
Check it out here!
Sometimes, it is all about the little things in life. Small pleasures such as smelling the flowers, having a nice piece of chocolate after a great meal or seeing that perfect sunset. We always say, don’t sweat the small stuff, but you know what, the small stuff is exactly what can set our minds at ease and make everything better, or it can constantly grate and annoy us to no end. The tip this week is all fixing a small issue that will make your life just a little bit better.
The issue I am referring to is that an email sent from Salesforce, will often appear as sent from “email@example.com on behalf of Sender FirstName LastName” rather than your own name and email. This might seem inconsequential, after all, when you hit reply the email will still go to the correct address, however, it just doesn’t look great. Not to mention it can be a bit confusing on both ends of knowing who you are messaging and who to reply to. Like most aspects of Salesforce, with just a little know how, you can easily remove the “noreply” line, and have just your own name and email, when sending email from Salesforce.
Click here to find out how.
-Ryan and the CMB Team