login

Blog

App of the Week – Save time and improve your Salesforce Chatter experience with Chatter Unfollow Rules

While Salesforce Chatter is built with the social media savvy in mind, there are some limitations in place to ensure everything runs smoothly. While there are limits to the numbers of friends you can have on Facebook (a professional rapper friend of mine actually maxed his out), you’re going to have to go far beyond […]

Continue Reading 1

App of the Week – Clicks not code to schedule Apex jobs in Salesforce with JobBook

Apex jobs are an incredible tool for bringing your Salesforce to a whole new level. Standard Apex lets you run complex code automatically when you make certain updates in Salesforce (through Triggers), or create custom buttons, Visualforce pages, and much more. With scheduled Apex, you can run bulk updates on your data, integrate with external […]

Continue Reading 0

App of the Week – Advance your metrics with Sales History Advanced Dashboard in Salesforce

Your metrics tell you a lot about your company’s successes and areas for growth. Reports are great for crunching hard data, but Dashboards help you really visualize what that information means in dollars and cents. There are hundreds of ways to build dashboards, and it can be a little intimidating getting started. You may already […]

Continue Reading 0

CMB at the Transact 2014 Conference

Last week, CloudMyBiz was a participating exhibitor at the Transact 2014 Conference in Las Vegas. On display were the CloudMyBiz Fundingo Frameworks for Salesforce, with custom apps, developed for Orgination, Underwriting and Loan Servicing. Powered by the Electronic Transactions Association (ETA), the Transact Conference is an annual meeting and tradeshow that attracts 4000+ attendees every […]

Continue Reading 0

Tip of the Week – Empower your team with sales tips and quotes from the team at Salesforce

“There is incredible power in leading with research and leading with relevance.” “Today’s inside sales teams must continue to take the lead on embracing and adopting the technology that will help advance the sales process and profession.” “When you’re coaching your sales reps, make sure your feedback is timely, consistent, objective, accurate, individualized and relevant.” […]

Continue Reading 0