by Mike Walsh | Jan 30, 2018 | Salesforce Tips
Salesforce has developed an enhanced note taking system, and it’s available only for the Lightning Experience. Do you or your users rely on their digital notes to do their jobs? If so you might want to consider this enhanced Salesforce feature. With a better system, you can communicate faster, communicate more effectively and boost your productivity.
What specifically can enhanced note taking do for you? Some of the new features and benefits are listed below.
- Rich text formatting, like bold and italic, allows you to highlight details or enhance meaning
- Better organization with bulleted and numbered lists
- Make more of an impact with pictures or images
- Share notes with people or groups
- Relate a note to multiple records, such as opportunities, accounts, and contacts, to save time and spread important information.
- Keep sensitive information secure with private notes
Interested in learning more? Salesforce admins have written up a great in-depth guide (see link below) on enhanced note taking and how to implement it in your org.
Click here for enhanced notes!
-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 | 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.
by Mike Walsh | Aug 24, 2017 | Salesforce Tips
Did you know that you can expand your email messages when composing them in Salesforce? As one of the many tweaks to Salesforce rolled out in the Summer ‘17 Release of Lightning, you can now expand your email template to a large pop-up screen. This little known trick can save you headaches and make your email writing much easier with two simple steps.
Simply start your email as normal. Click the icon in the toolbar to dock the email. Next, click in the docked email to expand the email in a pop-out. Your email should now be front and center on the screen, making it easier to see what you’re writing. What’s more, you can navigate to another screen before sending your email, without losing your work!
Click here for more Salesforce email tips!
-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 | Jun 30, 2017 | Blog, Salesforce-Apps-AppExchange
Sales strategies and closing deals are far more of an art form than a science. Even with all the developments and growth in modern data analytics, closing a deal still remains something that can’t quite be quantified. That is where Crunchbase comes in. The app is designed to help make the sales process a bit more technical and actionable.
Crunchbase for Salesforce lets you leverage Crunchbase’s dynamic company data to develop tailored workflows and get notified of key growth signals and milestones, empowering you to reach out to prospects and existing accounts with context to start productive conversations.
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 | Jun 8, 2017 | Blog, Salesforce-Apps-AppExchange
Document sharing and cloud access is surely and steadily becoming the norm across all business platforms. Ask anyone who has been using it for a while if they want to go back to the old system of sending individual docs back and forth with minor edits here and there. Not a chance. What if you could have that power of collaboration with your team, but also have it accessible directly in Salesforce? That’s what Egnyte aims to do.
With Egnyte for Salesforce, your teams can securely access and easily share files and folders in Egnyte Connect. This integration increases collaboration and responsiveness, streamlines operations, and facilitates more meaningful customer engagements.
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.
