by Mike Walsh | Jul 9, 2019 | Blog, Salesforce-Apps-AppExchange
For any admin who had a large volume of users to manage, you want to take a look at this week’s app. Setting up user roles, and them changing them is usually not quick or easy to visualize how its all organized. Unless of course, you have an app specifically designed to do that! Draggin Role lets you manage your role hierarchy through a simple drag and drop interface, significantly improving the task of managing user roles.
Draggin’ Role allows an administrator (or delegated administrator) to drag and drop users from one role to another, and to drag and drop roles around the hierarchy.
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 | Apr 30, 2018 | Salesforce Tips
Most Salesforce users know that the default values of individual fields can be modified. Like most objects in Salesforce, you can customize just about any field to display just about any value as a default. However, did you also know that you can set up fields to have different default values for different users? As of Summer 2017, all versions of Salesforce (Classic and Lightning) have supported creating field-level default values as either constants or formulas.
‘Sure, that sounds great, but how does it really help me’ you say? One idea is that you could set up different groups of users to have a customized “Language Preference” field, based on which group they are in. Alternatively, you can set up an “Urgent” field to be checked, whenever an account is created by a specific user group. The options don’t stop there. Give it a shot and with a little creativity, you should be able to modify the default values for some great perks!
How To Define Default Field Values
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 | Jan 30, 2018 | Blog, Salesforce-Apps-AppExchange
Administrators often have lengthy and somewhat tedious processes to keep their companies running smoothly. Creating a new user profile is no exception. This app simplifies that process. Clone This User allows you to quickly clone an existing user profile, keeping the settings and permissions intact for the new profile. For whatever your use, from mass adding new hires of similar permission to needing to create a backup profile and more, this app does it easy.
With Clone This User the administrator can look up the existing user that serves as the basis for the new one, enter a name and email, and generate the username & password immediately.
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 | Oct 26, 2017 | Blog, Salesforce-Apps-AppExchange
This tried and true app will always be important, no matter how much your company grows and changes. Setting up profiles and permission sets can be a tedious process, especially for larger organizations. With The Permissioner, you have a single interface where all your permissions are set up from, giving you maximum efficiency, power, and control.
The Permissioner dramatically reduces the time involved with assigning and revoking permission set assignments to multiple users. Using a simple interface, administrators can select one or more permission sets to assign to one or more users at a time.
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 | Sep 11, 2017 | Salesforce Tips
Customizing your user interface can be done for any number of reasons, but the most significant is to create an intuitive and efficient setup for you and your co-workers. Why keep apps, links and reports on your homepage if they never get used? Salesforce Lightning was built from the ground up with the idea of being as user friendly as possible, so it’s no surprise that you have a lot of options for customizing the home page.
With just a little know-how (or one of the many online guides) you can modify the existing Lightning home page or create your own from scratch. Once you have created your perfect template or templates, you can:
Click Here for a Basic Home Page Customization Guide!
-Ryan and the CMB 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.
