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!
Fun and silliness at a “work conference?” Really? Ohhhhh yes… Dreamforce provides plenty of it to entice you to attend and we’re going to give you the low down. However, perhaps this wouldn’t be the best way to justify the trip to your boss (and you should probably keep quiet about it afterwards… No bragging […]
Have you ever searched for that one specific record, but couldn’t remember enough details to find it? Is keeping track of all the Leads and Contacts you saw at that tradeshow a hassle? Is this sounding familiar? If you’ve been reading our Tip of the Week for a while, you may remember my post on […]
While they can be a little finicky sometimes, Salesforce Workflow Rules are one of the most powerful tools in the arsenal of any system admin or developer. From keeping your data clean to streamlining your sales or support processes, Workflows let you build custom automation with clicks, not code. But if your process requires updates to […]
Sept 17 2014 at 9:00 am MT (GMT – 6) Join Conga and CloudMyBiz for a live webinar to learn how to maximize your Salesforce and Conga Composer investments. Click here to join us!