If you’ve been using computers for years, you’ve probably learned that moving your hands away from the keyboard to click something with your mouse can slow you down like nothing else. Over the years, I’ve picked up on a bunch of useful keyboard shortcuts which cut back on clicks and keep my hands on the […]
Tuesday, March 25, 2014 10:00 AM – 11:00 AM PDT Join Cirrus Insight & CloudMyBiz for a live webinar to learn how to fully integrate Salesforce with Gmail, Google Calendar, Google Contacts, and Google Drive.
Production and Developer orgs and Sandboxes, oh my! Do you have too many Salesforce logins to keep track of? Maybe you’re an admin doing some customizations and testing with your users. You’ve got a personal Developer org to play with, a Dev Sandbox for building, a Full Sandbox for UAT, and don’t forget Production. And […]
Are you a developer and have to quickly get access to multiple Salesforce orgs? Or are you an admin with too many logins and passwords for various sandboxes to keep track of? You may already be using dynamic login links to speed up the process, but then you have to sift through your other bookmarks […]
If you live in the US and are as big a nerd as me, you know that today (3/14) is the most important holiday on the calendar: Pi Day! As everyone knows, you can’t celebrate Pi Day without tasty pies. Now, you’ve got a whole collection in the break room from apple to shepherd’s (no […]
We featured the Gmail-to-Salesforce integration tool Cirrus Insight back in December, but they’ve recently partnered with RingLead to bring you a fantastic new feature we didn’t want you to miss! Now, when you want to create a new contact in Salesforce from Gmail with Cirrus Insight, the system will look for the contact’s email signature […]
Keeping track of interactions and transactions with individuals rather than businesses can be challenging. Salesforce offers the option of enabling Person Accounts, but there are some significant considerations to keep in mind here. The Nonprofit Starter Pack offers a solution which avoids Person Accounts which is worth investigating whether or not your organization is a […]
If you work with a nonprofit organization, you may already know that Salesforce has great deals for nonprofit organizations (including 10 free Enterprise licenses!!!). You may not know, however, that you can get it preinstalled with a whole suite of apps tailor made for organizations like yours. The Nonprofit Starter Pack (NPSP) is a collection […]
You want to know how many days it takes from a Lead coming in to your system until it is converted. Or maybe you want to know how long it takes from when an Opportunity is created until it is closed. You can write a simple formula which will give you the number of days, […]
Time and again, we at CloudMyBiz have returned to visuals. Whether it’s leveraging formulas to display images, showing outside content on a record, or using charts to help your team understand the data in your org, visuals are a powerful tool for helping you review, relate to, and act on data. Dashboards are the bread […]
