by Mike Walsh | Apr 12, 2019 | Blog, Salesforce-Apps-AppExchange
Keep it simple. This can be the best advice when making sure your Salesforce system does what it needs to do. Sure, there are super complex workflow apps out there, and all sorts of beautiful automation tools, but sometimes you need a good old fashioned Alert to pop up, and stop your users from doing something they shouldn’t. With this Alert Message App, you can an alert message to any object or record you want, without any coding!
Show an alert message when the user opens a record. If a field on a record is filled in, the alert message will appear. Configure if the message should appear in the style of info, warning, error or default. You can make it stick or let it fade away.
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 | Dec 27, 2017 | Blog, Salesforce Tips
From large to small, every release of Salesforce, (Spring, Summer and Winter) includes changes and tweaks to many different features. As one of the small changes in this year’s Winter ‘18 release, the search function has become smarter and faster in this year’s. The search changes are seemingly simple, so you might not notice them if you don’t know what to look for.
First, the instant results that appear under the search box now have a spell check function, helping you enter the correct search keywords, even if you aren’t the best at spelling. Following that is a trio of features that can make scanning and using search results a breeze. You can resize results columns, toggle the text results to wrap, and easily sort your search results. So now that you know, pull up that search bar and check out these handy new upgrades. Unfortunately, these improved search features will not be standard for everyone. As of now, these improved search functions are only taking effect on instances of Salesforce Lightning.
-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.
by Mike Walsh | Dec 27, 2017 | Blog, Salesforce-Apps-AppExchange
If you are the sort of Salesforce user who repeats many of the same tasks throughout the day, such as logging calls, or updating data on pages, this app could be a huge timesaver for you. Not built into Salesforce, but rather, as an extension of Google Chrome, this app allows you to create your own hotkeys (keyboard shortcuts) for just about any function on your Visualforce pages. There are even two kinds of hotkeys available, so you can adjust the hotkey based on your personal preference.
Instead of scrolling to the bottom of your account page to find the “add file” button, you can simply program a simple combination, such as ctrl + A, to do it for you. Try it out to boost your productivity.
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 16, 2017 | Blog, Salesforce-Apps-AppExchange
An image is worth a thousand words, or so the saying goes. If that is true, this app is basically priceless. With hundreds of new icons and images that can be inserted into tabs, formulas, and visualforce pages, you can really enhance the Salesforce experience for both your clients and your team. Say what you need with just a single image.
“Graphics Pack contains hundreds of images / icons that can be used in Salesforce applications for tabs, image formulas, and Visualforce pages”
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 2, 2017 | Salesforce Tips
Does your Salesforce team work, even rely upon real time news feeds to function optimally? Maybe you would just like your CRM to connect directly to industry news so you don’t have to navigate away to stay informed? If so, this tip is right up your alley.
We all know that Salesforce allows its users the ability to modify their standard Home page by using various components such as links, images, and to modify the HTML area and Visualforce area. In fact, you can add just about anything to your pages. However, the traditional tags that developers have used to embed external websites or RSS feeds don’t always work as expected anymore. That being said, with a few simple workaround tricks, you can still insert a feed on your home page.
Click here for a guide to add RSS feeds onto your Home Page!
-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.
