by Mike Walsh | Apr 7, 2017 | Salesforce Tips
Getting slowed down by old, out of date customizations? It happens to the best of us. Even that big update that you desperately needed just two years ago might not be so essential anymore. Change and growth happens. It’s a good thing. That is why it might be time to do a little spring cleaning in your org!
The best practice to clean out old customizations, is a decommissioning process by which Administrators, Developers, and Release Managers can safely remove customizations without causing any disruption to the business. There are five basic steps to follow to ensure a safe and effective spring clean:
- Research – Take your time to find all the places the customization is located, and test removal in the sandbox.
- Communicate – Notify all end users of the pending change, and give them some time (15-30 days) to prepare
- Restrict – Remove user access
- Monitor – Watch and wait (up to 90 days) to ensure no issues pop up
- Decommission – Backup your customizations (just in case) and then remove.
Click Here for a more detailed guide to safely removing customizations.
-Ryan and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Apr 7, 2017 | Blog, Salesforce-Apps-AppExchange
The Task Manager is a great app that just hit the AppExchange! Give yourself managerial superpowers with this customized task table that can track and manage all users and their tasks. A simple and clear color coding scheme makes viewing progress a snap. Prevent missed or forgotten tasks by viewing the task deadlines of all teammates from a central location!
The Task Manager App gives Salesforce users and their managers a way to manage tasks and to see and prioritize all open Tasks of the selected user in a single tab.
Check it out here!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Mar 11, 2016 | Blog, Salesforce-Apps-AppExchange
When it comes to hitting your numbers every month, it’s important to have a plan. How many calls do you need to make to qualify a Lead, to close a deal, to onboard a new client? What do you need to discuss at each stage? Having a plan lets your team focus on the important touch points, cover the right topics, and not waste time spinning their wheels on bad Leads or weak opportunities. But it’s not enough to just have a plan, you need a way to act on it. You need a tool which combines action plans, call scripts, and easy transitions from one stage to the next. You need to check out Salesvue!
The true recipe for success is knowing when the right sales activities are executed at the right time with the right velocity and quantity to accelerate pipeline growth. Salesvue provides visibility and process from the pre-pipeline phases of your sales cycle all the way through closed won by delivering what we call the Math of Sales.
Salesvue combines action plans, call scripts, even CTI functionality, and ties in well with your marketing automation tool like Pardot to drive and automate success. Check it out today!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Feb 12, 2016 | Blog, Salesforce-Apps-AppExchange
You’re a busy salesperson on the go. You’re an executive with important meetings all day. You’re out and about, and need a way of letting everyone back at the office know what you’re up to. Salesforce’s built-in Events are a great tool for managing your calendar, but the tools for integrating it with other calendar apps tend to fall a bit short – they only allow you to integrate with Google or Office, have limited viewing options for shared calendars, and don’t allow you to manage your Tasks or log calls in Salesforce while you’re on the go. You need a single, simple app to link your Salesforce calendar to the tool you use every day, and you need some way to easily log meeting and call notes back to Salesforce. You need ActivityHub!
ActivityHub saves you time by seamlessly combining CRM and all your calendars into one simple app. Supports calendaring in Salesforce, Google, Office 365, Exchange, Lotus Notes, Microsoft Live, and GoToMeeting.
Check out ActivityHub on the AppExchange, iTunes App Store, or Google Play today!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Aug 29, 2014 | Blog, Salesforce-Apps-AppExchange
Let’s face it, you’re juggling questions from clients, proposals, presentations, email, and phone calls, and meanwhile your colleagues are waiting on you for information they need to manage their own insanity. With all the moving pieces in business, it can be hard to keep track of who owes what to whom. To make matters worse, you can’t always be at your desk with a nice To-Do list, and you can’t always trust your notes aren’t going to accidentally find their way into the trash. You need a system to help you keep track of all those floating items so that nothing falls through the cracks. IoU for Salesforce1 has a free app to help you keep the crazy at bay.
IoU is a simple To-Do app that allows you to keep track of the things you owe other people and the things other people owe you, all from within Salesforce1. Keep your team organized and accountable with this simple, easy-to-use mobile app.
This new and innovative app is free, so you should check it out today!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
