by Mike Walsh | Jun 8, 2017 | Salesforce Tips
Oh automation. It’s a buzzword. It grabs headlines. Everyone wants it. This is all for good reason though, because it really does make life and work easier. If I could automate putting my socks on, I would probably do it.
As you likely know, Salesforce has a plethora of powerful tools, such as Approvals, Process Builder, Workflow, and Visual Workflow, that you can use to automate your organization’s repetitive processes. The key to the game here, is knowing which one to use and when.
The simple breakdown:
- Approvals are a great way to automate actions such as time off request approvals.
- Process Builder and Workflows are best for business processes that can be simplified to if/then statements.
- Visual Workflows works best for building a wizard to collect information for you.
For more details, click here!
-Ryan 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 3, 2017 | Blog, Salesforce-Apps-AppExchange
A small change in this week’s posting, instead of the usual write up on a single app, we are giving you the goods on two small but powerful Salesforce plugins, built by the same developer, WalkMe.
Super Search
Super Search is a powerful search-bar plugin for Salesforce. You can view instant results for any field within your Salesforce records, directly from the search-bar. A quick and easy install yields huge benefits and can supercharge your work-flow. The search bar can sort through just about anything you can think of, standard objects, custom objects, fields, reports and more!
Take a look here.
Super Edit
Super Edit is a productivity boosting, time saving plugin that gives users the ability to edit reports inline. That’s right, virtually any field or any record of any report will be made instantly editable for you and your team. This plugin for Salesforce has been hugely popular, and is highly rated.
Take a look here.
-Ryan 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.
