by Mike Walsh | Mar 27, 2015 | Salesforce Tips
You may think that the real Salesforce superheroes are the developers. And you’re right. But I have some exciting news for you! If you’ve ever built a formula field or workflow rule in Salesforce, you’re a developer! As a superhero, you’re going to need to start developing your super powers, and this week, I’d like to share a trick that will give you the ability to travel through time and read minds all at once!
Looking at a complicated formula you (or maybe someone else) wrote oh so many moons ago can take ages to unwind. It would be easier to just read the other developer’s mind or have a conversation with the past you. Adding comments to your formulas and training your team to do the same turns you into Professor Xavier and The Doctor rolled into one super awesome Salesforce superhero. Add a comment anywhere in your formula by writing /* before a note in plain English (or your language of choice) explaining your purpose, then end it with */. Salesforce will ignore the commented parts, and now when you ask yourself “why did I write that IF statement like that?” you’ll get an answer from somewhere in the time vortex. You can’t change the past, but you’ll certainly be giving your team a brighter future!
-Jared and the Salesforce Guys
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 13, 2015 | Salesforce Tips
We’ve recently been focusing on the Salesforce Spring ’15 release and its features, and this week, I’d like to highlight another new gem. You may have heard about this awesome tool before, but now it’s out of beta and in full release. So Salesforce has lots of tools available for automating your processes, from Workflow Rules to Flows to Apex which have been available for a long time. But Workflows can be tricky to write and debug, and there are some limitations which can lead to a need for 3rd party apps and expensive code to handle even simple automations. You need something quick, simple, and easy to help you automate your processes at the touch of a button. And the Salesforce Processes Builder was built for you.
Like with Report Subscriptions, the Process Builder is an improvement on tools you already had available in your Salesforce arsenal, and similarly, this one is huge! Think about all those things you have to do over and over again in your system – creating follow-up tasks when you get a new lead, sending a follow-up email a week after a Case closes, updating an Account when an Opportunity closes. Now, imagine having an easy interface where all you had to do was draw a flow chart and your new automated processes are already implemented. Snap! The job’s a game! The process builder solves some significant limitations to Workflows by letting you create new records, post to a Chatter Feed, handle more complex cross-object functionality, and write in multiple rules and decision points. For an overview of the Lightning Process Builder, check out this link. Here’s a lightning guide for getting started, and here’s a link to the full guide if you want all the details. Check out the Process Builder today and tell us how it’s helped you improve your workflow!
-Jared and the Salesforce Guys
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 | Feb 6, 2015 | Salesforce Tips
One of my favorite things about Salesforce is the immediate feedback. Whether you’re an end user, system administrator, or developer, every update is registered almost instantly. There’s rarely a need to wait for anything you do to be reflected in the system, meaning rapid development and seamless upgrades and improvements. But if your team uses Salesforce1 extensively, admins and developers have the challenge of having to bounce between their desktop and mobile devices constantly to see how their updates effect the user experience. You can use the standard mobile simulator, but unfortunately it doesn’t always give an accurate view of what your team is seeing on their smartphones, which can be frustrating in a high paced work environment. What you need is a way to get an accurate view of the user experience without having to pick up a phone. Enter the Chrome Salesforce1 Simulator!
The Salesforce1 Simulator gives you a look into the UI of Salesforce1 straight from your desktop. Framed by a simulated phone or tablet, what you see is what you get. With this app, you can make your updates, refresh, and see exactly what your team in the field will see in an instant. This simple tool brings the immediate feedback I love about Salesforce to your mobile development. And the price tag of $free makes it a no-brainer for any Salesforce administrator or developer to add it to their toolbox. Check it out!
-Jared and the Salesforce Guys
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 23, 2015 | Blog, Salesforce-Apps-AppExchange
Workflow automation and validation rules are powerful tools for enhancing and enforcing your process flow. They can simplify enforcement of naming conventions and help ensure your team is entering the correct information each step of the way. But these tools will only get you so far, and can fall short when, for example, you want to make sure your team is adding products and uploading attachments at various stages. If you want this sort of logic, you’re going to need a developer to build some pretty complex code. Or you could check out the free Opportunity Enhancer for Salesforce.
You want your Sales team to attach a file at certain sales stage(s) for direct sales opportunities. To accomplish this requirement, you would need to seek the help of a Salesforce developer. Now, you can accomplish this with the help of Opportunity Enhancer by simple and easy to use setup/configuration.
Check out Opportunity Enhancer and start enjoying even more powerful Opportunities 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.
by Mike Walsh | Jan 16, 2015 | Salesforce Tips
You’ve worked hard to build out a bunch of awesome email alerts to keep your internal users and clients up to date on everything from changes in Case Status to requests for documents to move Opportunities forward. Your team is doing an amazing job updating records as they work, and emails are going out as planned. But herein lies the problem: as emails go out throughout the day, your clients are responding, meaning your team has to jump from their usual tasks to following up on emails and back over and over again, and all this task switching is lowering productivity. Wouldn’t it be great if there was some way to get email responses in bulk rather than as a steady stream? Well, there’s no perfect solution, but this little tip should be immensely helpful.
Instead of using email alerts that go out as soon as an update is made, consider using some sneaky time-based workflows. The first thing you’ll want is a new Date/Time field for each workflow you’re updating. Make sure you use a good naming convention so that it’s easy to find. Next, add a field update to your workflow as an immediate action on the relevant Date/Time field for the time you want those emails to go out (ex. DATETIMEVALUE(TEXT(TODAY()) + " 17:00:00") for today at 5pm GMT). Finally, replace your email alert immediate action with a time-based action based on your Date/Time field. Activate, test, and you’re good to go. Now your Case updates can go out at the end of business and after your team responds to the morning batch, they can go about their days until the lunchtime email requesting contract signatures starts rolling back in.
-Jared and the Salesforce Guys
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.
