So you’ve finally outgrown the standard page layouts in Salesforce and are ready to graduate to the exciting world of custom Visualforce pages. Congratulations! Whether you’re just looking to spice up your records with a basic Visualforce element or want to totally reinvent the way your users interact with your Salesforce org, the possibilities are […]
One of the things I love most about Salesforce is how fast you can go from idea to awesome new app. Combining standard Salesforce “clicks-not-code” tools and custom Apex and Visualforce, you can build almost anything in hours or days instead of weeks or months. But the more custom you want to go, the more […]
Everyone knows that it’s poor etiquette to ask someone their age, and even worse to skew it in the wrong (read: upward) direction when you do need to confirm it. There’s a bunch of formulas out there for calculating someone’s age (or just the number of years between any two dates), but the simple ones […]
It can be tough to keep on top of birthdays in your life. You want to send your best wishes on that ever-important day to everyone, but the more you’ve got, the harder it is to make it happen. If you’ve got thousands of contacts in your Salesforce org and are trying to do birthdays, […]
If you were stuck at home or missed Marc Benioff’s keynote address at Dreamforce ’14 on Monday, let me introduce you to the new Salesforce Analytics Cloud called Wave. Wave is being heralded as “analytics for the rest of us,” and with good reason. Until now, implementing robust business intelligence systems has been a huge hassle. Costly systems, teams of experts, […]
Going beyond out-of-the-box and customizing your Salesforce org with Custom Fields, Objects, Workflow automation, custom Apex functionality and more is as revolutionary as the steam engine. But the more you build, the harder it can be to review your existing customizations and bring the next best thing to your team. You can report on just […]
Chatter is an awesome collaboration tool that lets you connect with your internal users, partners, and customers to ask questions, share ideas, and work together towards success. Salesforce has its own vibrant Chatter community, and we like to share our tips there to help other users and developers improve their systems. In turn, we frequently […]
If you’ve browsed our website, you may have come across our AppExchange page which lists a number of fantastic and powerful applications we’ve implemented for clients over the years. Each one offers unique functionality that will really help you grow and scale your business. One of our favorites is the PowerDialer by InsideSales.com. When your […]
Onboarding a new team member is always a challenge, and the more complex your sales or support process, the harder it is every time. It is especially difficult to deal with when your team works together to close deals or resolve cases. You’re always answering the question “what’s next?” You might have a flow chart […]
We love Conga Composer! It’s basically awesome! Conga does more than you could ever imagine. If you missed our webinar last month, you should check out the video below to hear about a few Conga success stories from CloudMyBiz clients!
