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Tip of the Week

Archive | Tip of the Week

Tip of the Week – Intro to Salesforce Einstein

Over the years, there have been countless books and movies about robots gone bad, and evil AI. However, not all artificial intelligence is bad. Take Salesforce Einstein for example. Einstein is an AI system created by Salesforce, for Salesforce, and released about a year ago. Einstein enhances your team’s sales productivity by providing intelligent recommendations, […]

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Tip of the Week – Using Salesforce Trust Notifications to Your Advantage

For any veteran users of Salesforce, you have probably experienced the frustration of unexpected system maintenance, or performance degradation. It slows you down and all you can do is wait until Salesforce gets things fixed up. This is where the Salesforce Trust Status page comes in. The status page tracks and displays upcoming maintenance or […]

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Tip of the Week – Pushing Leads to Salesforce

As a Salesforce consultant, a common question we at CloudMyBiz are asked is: How can leads from lead providers be pushed directly into Salesforce? Obviously, this solution will significantly increase efficiency, as users won’t have to manually parse lead info into the system. There are a number of options and a bit of custom development […]

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Tip of the Week – Editing Hovers in Lightning

Little features of a system can make big differences in function and efficiency. Take for example, the hover feature. You know, that intuitive aspect of computing where you place your cursor over something you are interested in, and more info will pop up without clicking. It saves time and keeps screens de-cluttered and organized. If […]

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