by Henry Abenaim | Apr 23, 2018 | Salesforce Tips
A well-placed image or icon can do wonders to liven up your Salesforce org. Not only are graphics eye-catching and can make your work experience more pleasant, but they can often communicate information quicker and more effectively than text. For example, the bar images below give a handy visual indicator to represent a percentage out of 100.
While these dynamic bar graphs do take a bit of coding know-how, adding simple visual enhancements into your org is pretty quick and painless. The team at Salesforce Ben has put together a step by step guide on how to customize your org with icons and images. Take a peek at the link below:
Images in Salesforce Formula Fields
– Ryan and the CloudMyBiz Team
by Henry Abenaim | Mar 27, 2018 | Salesforce Tips
No matter your industry, an essential component of being successful in business is being involved in your professional community. Conferences are a great place to learn and network, but more than that, they can connect you to your extended community. By engaging with others in your industry, you can open your horizons, connect to your work and connect to those around you in a deeper and more meaningful way.
As anyone who has been to a conference knows though, getting those deep benefits takes a good amount of planning. At CloudMyBiz, our Sales team is currently prepping to attend Lendit at the beginning of April, so we can say with confidence that we feel your pain. Attending too? Click here to connect at Lendit. So in the interests of getting the most out of conferences, we wanted to share with you a handy article that the folks at the Salesforce Admin blog created, outlining 5 successful strategies for conferences. Hint: Creating concrete goals is important! Click the link below and enjoy.
5 Strategies to Increase Your Productivity at Conferences
by Henry Abenaim | Mar 13, 2018 | Salesforce Tips
How can you find the last day of any month for reporting purposes? Perhaps you need a report to check account running balances for the last day of the month over the last 12 months. Or maybe you want to see the sales closing numbers, for the last day of the month over the past year. These sorts of reports can be very helpful, but considering each month has a different number of days, how do you find the answers?
Well the answer is actually a pretty simple trick. You simply find the first day of the next month, and subtract one day. The system will automatically take a step back on the calendar and give you the results you need.
When plugged into a formula field, the result should look something like this:
IF(
MONTH( date ) = 12,
DATE( YEAR( date ), 12, 31 ),
DATE( YEAR( date ), MONTH ( date ) + 1, 1 ) – 1
)
Presto! You are now looking at the last date of the month. You can use this to get more creative, like creating formula check boxes if a certain record falls on the last day of the month, to create a report to see what the performance was ONLY on the last day of the month
Click here for more sample date formulas!
-Ryan and the CloudMyBiz Team
by Henry Abenaim | Feb 27, 2018 | Salesforce Tips
The Spring ‘18 release of Salesforce is big. Really big! So we have put together a 3 part series to simplify everything and highlight 15 of the top features. Welcome to part 2 of 3 of our guide to a simplified Spring ’18 Salesforce release. If you missed last week’s part 1, you can catch up here. For part 2 … read on!
Gathering quality feedback from clients and customers can be a key to growth and success and a source of giant headaches, all at the same time. While there are a large number of survey apps out there on the AppExchange, as part of the Spring release, Salesforce has created an intuitive survey builder. The easier it is to gather feedback, the better.
The best part about this feature, is that all your survey data is stored in your org, so you can view data, create reports and dashboards, and share insights within your company. This feature is generally available in Classic and Lightning Experience.
Data Privacy and GDPR (General Data Protection Regulation)
Coming in May, new regulations in Europe will play a big role in shaping how companies use and collect data on individuals. Salesforce has rolled out a number of changes to help make it easy for you to approach the coming changes and remain compliant. Some specifics are:
- New Objects
- There are many new objects, and particularly the “Individual” object will help companies remain compliant. This object allows tracking of individual customers and their individual preferences and data.
- Delete Log Files
- GDPR states that individuals can request to have their data deleted, so Salesforce has added the ability to delete data, and the associated log files
- Data Privacy Preferences
- Spring ‘18 makes is possible to store specific preference for individuals
- Email Read receipts
- If desired, Salesforce now allows for preventing users from getting read receipts for email messages they send.
- Additional Resources
- Finally, if all of this feels complex, Salesforce has added plenty of resources to help guide you
In last week’s post, we talked about the highly anticipated customization features included in myLightning, which allows users the ability to customize the look and layout of their screens. Another customization feature being added as part of this release is: users can now significantly modify their navigation bar.
In Lightning, you can now add any object, no matter how granular, to your navigation bar. Accounts, Dashboards or even individual records, or whatever object you need easy access to, can now be popped right onto your nav bar. Further navigation bar updates allow you to reorder items, rename or remove items that you’ve added and add temporary tabs for individualized sessions.
Salesforce CPQ and Billing offers an end-to-end solution for creating quotes, closing deals, settling invoices, and reporting revenue. – Salesforce
What’s not to like about that? All directly in Salesforce.
- Updated Visualforce pages and line selection abilities
- The ability to track the status of background contracting jobs
- Use of the Prorate Multiplier for Order Products
- Customized billing with dynamic invoice plans
- Better tools to manage tax for credit and debit notes
- Improved reporting tools
- A new payment center to seamlessly manage invoices and payments
- Pre-rated usage for order products
The introduction of Community Calendars allows users to share and view calendars from their Lightning community. This is a great way to keep in touch with everyone in your community, plan group events and coordinate meetings. The details of your calendar are also customizable, so if you don’t want to see it on the side panel, no problem. Finally, you can choose who sees your calendar and add the calendars of other team members that you want to view. Simple but effective.
That rounds it up for today’s installment. We hope you learned something and will see you here next week for the final installment of Simplifying Salesforce Spring ‘18!
-Ryan and the CMB Team
by Henry Abenaim | Jan 23, 2018 | Salesforce Tips
If you are a Salesforce user, you probably have a lot of pages to navigate every day. And if you are like most users of Salesforce Classic, you have probably customized your navigation bar to give you easy access to your most commonly used apps and screens. Unfortunately for anyone whose company already has, or will soon make the switch from Classic to Lightning, that custom navigation bar you spent so much time on will not carry over to Lightning … Until Spring that is!
Coming as part of the Spring ‘18 release, Lightning users will gain the long awaited ability to customize their navigation. Stay tuned to the CloudMyBiz blog over the next few months for a more details on making these time saving adjustments. In the meantime, Salesforce admins have provided a simple but effective workaround. The Favorites tool! Simply add the pages you want to save to your Favorites list, and access them later from the drop down menu at the top of your screen.
Click here to see Favorites in action!
-Ryan and the CMB Team
