by Mike Walsh | Aug 1, 2019 | Blog, Salesforce Tips
Get your calculation hat on because we are going to be looking at the new feature in Salesforce Reports this week – Row-Level Formulas. That’s right, it’s been 11 years since this idea was originally suggested by a Salesforce user on the ideas channel, but here we are, with row-level formulas finally in Beta as of the Summer ‘19 release. General Release is scheduled for Winter ‘20, where a few additional features will be added to the row-level reports as well.
A quick overview for anyone not in the know – prior to now, formula fields, (for example, the last day of the month minus 1, or the number of days since a certain event) had to be created as one-offs fields, separate from the report. Then, that formula could be used as a field in the report to help give better insights and analytics.
All of that has changed, and you no longer have to build those unique formulas outside of the report. With the field formula functionality built right into the report, users will be to do their calculations, such as determining the number of days since an open opportunity was updated, instead of just listing the date, or the number of days since a user last logged on, right in the report. Saving time and making the reporting easier for everyone.
A quick note, this feature will only be available in Lightning, and again is currently only in Beta, and therefore may not be available in all orgs.
Click here to view the release notes
-Ryan and the CloudMyBiz Team
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Need some custom consulting or development to enhance the Salesforce you already have?
Contact us
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 | Jul 3, 2019 | Blog, Salesforce Tips
Salesforce is getting into the blockchain game. Announced at the end of May, Salesforce is now offering a beta version of their ‘Blockchain Builder’ that select partners can sign up for.
So, if you are like me, you probably said to yourself something like, ‘Ok cool! So what does that mean exactly?’
You have probably heard about Blockchain and Bitcoin, but let’s be honest, the specifics of these technologies are complex, and really we have yet to truly figure out how to use them in the real world. But that hasn’t stopped most people from recognizing the technology has great potential and is something being invested in heavily.
What we can tell you right now though, is that the Blockchain Builder on Salesforce is one of the first low code blockchain platforms for a CRM. The builder will allow Salesforce users to create and manage their own blockchains through clicks and not code!
Only time will tell how this will be used for various businesses and industries, but as with all blockchain applications, it has the potential to make transactions faster and more secure, to create ironclad contracts, and to enhance data/information sharing to various networks.
-Ryan and the CloudMyBiz Team
Want to get started with Salesforce?
Need some custom consulting or development to enhance the Salesforce you already have?
Contact us
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 | Dec 11, 2018 | Blog, Salesforce-Apps-AppExchange
One of the many benefits of Salesforce is the reporting metrics that come built in. The dashboard feature gives you at-a-glance overviews so you can track all sorts of essential business details. So wouldn’t it be great if you could have these powerful dashboards updating in real time? By default you can only update the dashboards daily, weekly or monthly, but that is where Enhance Dashboard comes in.
The Enhance Dashboard Salesforce Chrome extension provides “up to the second” real-time information from your Salesforce Dashboards and additional (up to 7) columns of Dashboard components.
Check it out here!
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 | May 21, 2018 | Salesforce Tips
When it comes to developing and implementing Salesforce based system, there are undoubtedly best practices (and worst practices). Worst practices might range from writing code in pig latin, to rubbing melted chocolate on your keyboard. But what are best practices? “A best practice is an industry-wide agreement that standardizes the most efficient and effective way to accomplish the desired outcome. They generally consist of a technique, method, or process.”
Not only do best practices provide the most effective processes or techniques, but they also allow any and all users to be able to work with the system and not break the structure or format. Not a bad idea right? With the new availability of Salesforce DX, best practices are becoming even more important. DX is all about focusing on better and more effective ways to do development work. A few quick examples of best practices include test automation, audit trails, and rollback ability. In the end, following these standards is good for everyone involved, and as DX becomes more widely used worldwide, increasingly essential.
The team at SalesforceBen has put together a great article (below) that will take you in-depth on these and some other Salesforce best practices!
Salesforce Best Practices
-Ryan and the CloudMyBiz Team
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, 2018 | Salesforce Tips
If you have seen our posts over the last two weeks then you already know that we have been rounding some of the top features of the Spring ‘18 Release of Salesforce. There are a lot of updates in this release and can all be a lot to sort through. That is why we decided to break it down a bit and give you a simplified guide to some of the top features.
Before diving in, If you would like to catch up with our previous articles, click here for Part 1, or Part 2.
Spring 18 Features – Part 3
Rooting out duplicates in the system can be a big challenge for any organization. Anyone, from admins to users, hates dealing with dupes. Not to mention that duplicates can cause issues of efficiency and functionality issues, in addition to being plain old annoying. Salesforce is now introducing the duplicate jobs features, allowing you to report on, view, and merge duplicates in your system. Set up your validation rules and run the program in the background. This is an easy way to take control of your database, and prevent bad data from hurting your business. Previously, you could only do this through a 3rd party app, integrated to Salesforce, but it will now be a standard feature for Lightning.
These days, most business professionals have a LinkedIn account. The platform is a great place to network and connect with other professionals. So wouldn’t it be nice to generate leads from all those contacts? That is exactly what Salesforce thought. This new feature allows users to connect their Salesforce to LinkedIn ads. This Web2Lead style integration creates leads in Salesforce from ad clicks on LinkedIn. Available in both Salesforce Classic and Lightning, this is a great way to passively increases your daily lead flow.
Updating large volumes of records can be rather mind numbing for Lighting users. The default record updating function made the process slow and tedious, however, this is problem no longer. Salesforce has finally built mass actions into the system as a native feature. You can now perform mass updates for up to 200 records, all from a simple list view. Let the OCD flow through you, as you can organize and clean up all your records in a fraction of the time it used to take.
There are quite a few enhancements for Flows in Lightning. The breakdown is as follows:
- Better Flow Screens – Lightning Components allow you to build flow screens that look and operate in any way that you want them to.
- Override the Default Header and Footer – Style customizations for both Lighting and Classic
- Track Progress Through a Flow with Stages (Beta) – A developing feature so you can indicate a user’s point in any flow
- Call JavaScript Directly from Your Flow with Local Actions (Pilot) – Pull data from an on-premises or private cloud database directly into your flow without going through the Salesforce server. Or do things directly in the browser, such as open a particular URL or confirm that a record was created with a toast message.
- Upload Files Directly from a Flow – Don’t break your concentration or lose your place in the flow to add important documents
- New Labels for Some Flow Types – Flow type changed to “Screen Flow”. Field Service Mobile is now called Field Service Mobile Flow, and Field Service Web has changed to Field Service Snap-In Flow.
- Launch Flows as Subtabs in Lightning Console Apps (Pilot) – When records are opened in a console app and there’s an associated flow, the flow is autolaunched as a subtab.
- Launch a Flow from an Object-Specific Action – Add flows to the action menu on your Lightning pages without hunting down the flow’s URL.
- Start Flows Dynamically from Apex – Previously, you could start a flow interview from Apex, but you had to hardcode the flow name in your method.
- Check Which Flow Translations Are Out of Date – When you change a flow that has translations, the affected translations are marked out of date in the UI and in bilingual export files.
- Execute All Autolaunched Flow Interviews When Invoked in Bulk (Critical Update) – When flow interviews are invoked in bulk, they are now all executed. Previously, when multiple flow interviews were invoked in bulk, only the first interview was started and executed; the remaining interviews were discarded.
If you aren’t familiar, Paths are a feature of Salesforce Lightning that allows users to see a visual representation of where a record is in its life cycle and provides users advice on what actions are needed based on the records current state. Starting with Leads and Opportunities, Paths have been very successful for guiding users and ensuring proper progress of objects through their life cycle.
For Spring ‘18, Salesforce is expanding the role of Paths to now include any standard object. Admins can take advantage, and ensure users have the proper directions they need for any object. Paths can now work for Accounts, Campaigns, Cases or any other standard object. A custom component setup allows you to build out your paths fairly quickly, and add an extra layer of knowledge for your users.
Conclusion
That’s it for the Salesforce Spring ‘18 Release. We hope you have enjoyed this series and that it has helped you digest all the information a little easier.
-Ryan and the CloudMyBiz Team
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.
