By now, your Salesforce admins are experts at creating powerful Reports and Dashboards to segment valuable data into digestible metrics, letting you make important decisions at a glance. But for all their efforts, some of those Reports and Dashboards fall short – if you need to know what city, stage, or region to invest your next initiatives in, you don’t need a pie chart with zip codes, you need a map. That’s gonna cost you expensive developer hours. Or you could check out BuiltInMaps!
Some data is just easier to understand when viewed on a map. Use BuiltinMaps to create geographic views of your data that can be added to your dashboards. Similar to standard charts and graphs, maps are created from a report. This gives you a large amount of expressive ability in deciding what data will be displayed.
This cool new tool will get you thinking about your data in a whole new way. Check out BuiltInMaps today!
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.
Your Salesforce Homepage is, after the receptionist, the coffee machine, and that cute motivational cat poster beside your desk, the first thing you see when you get to the office every morning. And front and center are your custom Dashboards showing you the numbers that keep you up to date on the business and motivate you to succeed. But you can only have three. Three Dashboard elements to tell you the story you need. You want more, be prepared for heavy development and complicated maintenance. Or check out this new, free app, Custom Dashboard!
The Custom dashboard package helps you to create and show more than 3 report charts on your home page. Easy to use drag and drop features to build your customized dashboard. You can add unlimited report charts on your dashboard.
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.
If you’ve been using Salesforce for a while, you know the power of Dashboards is in their ability to turn piles of disjointed data into real, usable visuals. But sometimes you need more than graphs, charts, and lists to get the true 360° view or to motivate your team to succeed. When standard Dashboards fall short, what can you do? You need a solution that’s cheap, easy to implement, and easy to maintain.
Did you know that you can create a Visualforce page for use on a Salesforce Dashboard? That’s right, let that sink in. Visualforce, you know, HTML5, CSS, JavaScript, and all the power of Salesforce including Apex. Need something simple? Write up a basic flat page in HTML. When your needs grow, it’s ready to grow with you, and with the power of the full Force.com platform at your fingertips, the sky’s the limit. Here’s just one simple use case. And another one for fun. Now let your imagination run wild!
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.
With the ability to automate the creation of Tasks in Salesforce using Workflow Rules, Salesforce can be a powerful tool for driving success with your team. When an Opportunity reaches a critical Stage, a task can be created to call the client for specific, timely information. When a Case closes, a task can pop up to remind your team to follow up in a month and see how things are going. Tasks can be deleted by anyone, which allows users to remove unnecessary to-do items, but it can cause all sorts of problems. A deleted open Task can’t remind your users to complete a critical step, and a deleted closed Task can’t be reported on. You need a way to prevent the deletion of tasks to avoid these and other issues.
You can prevent the deletion of Tasks using a Trigger, which is the most intuitive solution. This is great because it is quick to write and offers the most comprehensive protection of your data – only users with specified profiles or other characteristics will be able to delete Tasks. But you’ll have to go through the process of writing test code, deploying to production, and maintaining. The easier solution is creating a Visualforce page to override the standard Delete page for Tasks. Deepak Anand wrote out a fantastic Visualforce Page in the Salesforce Success Community which can be used to do just that. It’s powerful, easy to write, and easy to add additional criteria, customize error messages, and more. Check it out!
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.
Does anybody really know what time it is? Does anybody really care? Well, we live in a global world, and with customers scattered across far-flung time zones, calling at the right hour can be the difference between making an important impact with a customer or prospect and getting the dreaded “never call me again”. But you don’t have time to waste figuring out what time it is where you’re calling – you’ve got Cases to close, products to sell, and so much work. You need to know what time it is for your customer at a glance, and Local Time is what you’ve been looking for!
Local time is a bunch of lightning component and visualforce pages, it makes it easy to find local time in your key CRM object’s/record’s timezone i.e. Contact, Lead or Account, it also supports custom objects.
Check out this awesome app and always know what time it is, no matter who you call.
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.
