by Mike Walsh | Oct 3, 2019 | Blog, Salesforce-Apps-AppExchange
So there you are, using Salesforce the right way and connecting with various departments and team members via Chatter on your leads. You do some great teamwork and convert the lead. So when you then go into the newly created Opportunity or Contact what do you see? Not your Chatter comments. All of the discussion relevant to that Lead has simply vanished, and now you are at a disadvantage… unless you install the Lead Convert for Chatter app!
Move Chatter from leads to contacts, accounts, and opportunities! All posts, comments, likes, links, and files are migrated for you when your leads are converted.
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.
![App of the Week – Chatter Unfollow Rules]()
by Mike Walsh | Jan 31, 2019 | Blog, Salesforce-Apps-AppExchange
If you are like many other companies, you have automation setup so that when you or your users create new records, you begin to automatically follow those records. However, not every record is useful or worth following. And besides, each user has a limit of 500 records that they can be following at any one time. This means that you need to be selective about which records you are following! Enter the Chatter Unfollow rules app from the Salesforce AppExchange. This app allows you to create custom rules, such as “unfollow closed cases 10 days after they close” or “unfollow contacts without @in the email address” so that you and your users can streamline your process, and only follow the records that you need to be tracking.
“Set up automated rules that determine when users should stop following records. Each night, Rules remove everyone following the records that meet your criteria.”
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 | Jan 20, 2017 | Salesforce Tips
Are there reports that you need to see on a daily/weekly/monthly basis? Does running end of month reports take up too much time? Are you on a tight budget and don’t want to pay for licenses for members of your team that only need to see metrics? Scheduling reports is a great tool, but a Salesforce license is required to be included in the delivery. With a Chatter Free User license, you can have business metrics automatically delivered free of charge.
For more cool tricks, check out our blog on the Top Salesforce Tips you loved in 2016 and keep an eye out for our next Tip of the Week!
-Jared 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 | Dec 30, 2016 | Blog, Salesforce-Apps-AppExchange
Last week, we shared with you an exciting new app connecting Skype and Salesforce. But, if your team is using Slack, another cool tool for collaboration specifically designed for businesses, you probably feel a bit left out. You might have Champ set up to post your won Opportunities to Slack, but you need more than that to truly collaborate. Never fear, Slack just released their own integration!
With Slack, you get real-time messaging with calls and chat, a searchable record of all your files and conversations, and integrations with handy bots and apps… View the number of unread messages in your linked Slack channel directly from Salesforce. Automatically share any message from Chatter to your linked Slack channel by typing /slack at the beginning of any message.
Like Skype, Slack for Salesforce is a brand new, free app. Check it out and leave a review 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 | Dec 23, 2016 | Salesforce Tips
The Holidays are a time of warmth and togetherness. This year, many of us will be celebrating them together as the calendars align. You may gather around a candelabra or Christmas tree, share special foods or songs, attend a place of worship, a movie theater, or celebrate at home with people you love, but the theme is always the same. Sometimes, it may feel like bringing this kind of togetherness to your team at the office is impossible, but Salesforce Chatter is designed for collaboration, communication, celebration, and sharing the love.
Succeeding with Salesforce Chatter is easy. To prepare, your team should know some social media basics and brush up on the dos and don’ts of Chatter. Once they’re ready, you can use announcements to celebrate major team successes, create custom Chatter Actions to let your team work and collaborate at the same time, and even bring your team more together than ever with a tool that will help them communicate across the language barrier. When you see your team working together like never before, you’ll want more. Not to worry, there’s so much more you can do. This holiday season, bring new warmth and togetherness to your company with Salesforce Chatter. Happy Holidays from the team at CloudMyBiz.
-Jared 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.
