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.
Are you familiar with Salesforce Quick text? Quick text lets users insert predefined messages into emails, tasks, events, chats, and more to save time and increase standardization.
As a part of the Winter ‘19 Release, Quick Text has gotten a simple but powerful expansion. Tasks and events previously did not allow quick text, however, that is now a thing of the past. So users can create and save common descriptions like, “Follow up in 2 days” or “Left voicemail”, and quickly insert them rather than typing it out every time.
In addition, Salesforce has added more ways to use the Quick Text predefined messages. Users can now add their messages from a keyboard shortcut, a button in a rich-text editor toolbar, or a popup button next to supported text fields.
If you are already using Lightning Experience, then Quick Text is enabled by default in all orgs. For those of you still using Classic, remember that all orgs will be required to upgrade to Lightning later this year, so you too will soon have Quick Text enabled by default. If you want to enable Quick Text in Classic, you are just a simple setting change away.
Want to learn how to set up your own quick text message? Click here
-Ryan and the CloudMyBiz Team
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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.
One of the main tasks of a Salesforce Admin, is understanding how users work with the system, and managing what needs to be done at any given time. The PopUps app is a great notification and alert tool to help empower admins to do just that. A drag and drop builder allows you to quickly and easily create your notifications, and rules allow you to add them to just about any Lightning Component or Community Page. Even better is that you have three different options of how you want your notifications to appear, Modal, Toast or Flow.
When getting users’ attention is critical to your business, PopUps allows you to easily and quickly deploy notifications on any Salesforce Lightning record or Community page.
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.
For any admin or developer looking to build a better Salesforce org, there are a plethora of tools available for download and purchase. However, knowing where to get started can be daunting, especially for those of us who don’t have a lot of extra time to spend on research. So why not go with a bundle of prebuilt components, that will give you so many of those essential add-ons and functions, without the hassle of finding each one individually? The Daydream Lightning Bundle is 10 powerful lightning components, that will instantly improve your org. Included are:
Advanced Manual Sharing
World/Country Heat Map
Advanced Field History
Activity History
Time Tracker
Video Player
Dynamic Button
Dynamic Banner
Team Member
Note Search
The Daydream Lightning Bundle is a set of Lightning components that will supercharge your Lightning Experience. Simply drag and drop our components onto your Home or Record pages.
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.
When you have Salesforce, you have a huge array of tools at your disposal on the AppExchange. One of the downsides here is that you can easily end up with a ton of separate tools and features, that don’t necessarily talk to each other and potentially leave you with gaps in your knowledge. Wouldn’t it be nice to have a number of these different tools connected through the same app? Apsona for Salesforce is a suite of powerful tools for Salesforce, that enhance productivity and gives you better access to your data. Tools include reports, dashboards, data tools and document generation. All from one connected suite, meaning you only have an easier and more streamlined way to power up your data.
Apsona provides multi-object reporting, cross-object searches, grid editing, import/update/export via CSV, calendar views, mass update/delete and more. Add-ons for document generation (Excel, Word, PDF), mail merge and charting (dashboards, charts, pivot tables)
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.
