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App of the Week – Easily Update Records with One Click Update

App of the Week – Easily Update Records with One Click Update


Without a doubt, Salesforce is an awesome platform to gather and review data. Sometimes, it can seem like there is so much data available, it can take too long to make simple updates. Even just making a quick update on the status of a Case, or changing the stage of an Opportunity to Closed Won, can require up to four button clicks. Many people may not know that you can easily streamline your end-users experience with One Click Update!

This app allows you to quickly update records with just one click. Without clicking on Edit or Save button, Picklist fields can be edited & updated in just one click. Easy and efficient app for everyone including Sales and Customer Service reps.

This app has been around for a few years now and has great reviews. Check it out here!

Tip of the Week – These Salesforce cheat sheets will boost your skills

Tip of the Week – These Salesforce cheat sheets will boost your skills

Whether you’re new to the Salesforce community, or have been around for years, you understand the vast potential of the platform. With incredibly powerful functionality, and new features rolling out quarterly, keeping up with the system can feel daunting while trying to keep up with your growing business. Not to worry, these cheat sheets, designed by Salesforce, can give you some useful tips and tricks for making an impact while you grow your knowledge!

One of the most difficult things about Salesforce can be wrapping your head around what it can and cannot do. Having resources like the cheat sheets provided here can help simplify learning the features available on the platform. Among my favorites is the Salesforce1 Admin Cheat Sheet. Many Salesforce customers haven’t fully jumped on the Salesforce1 bandwagon and this resource gives a powerful crash course to get started. I also enjoy the Visualforce Cheat Sheet because it provides some useful tips for getting your custom pages to behave the way you expect. Check them out along with all the rest, and start building something cool today!

-Jared and the Salesforce Guys

App of the Week – Popup Alerts for Salesforce gives your team critical info fast

App of the Week – Popup Alerts for Salesforce gives your team critical info fast

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Salesforce is an amazing tool for storing and reviewing critical data about your customers and prospects. In just a few moments, you can get a 360-degree view of your interactions with a customer and can make educated judgement calls on how to proceed. But, sometimes you need your team to act on, or know about, critical information as soon as they open a record. If they have to dig through notes and call logs to find that information, they’re wasting valuable time. Not to fear: Popup Alerts is designed to solve just this problem!

Do your employees ever need to be alerted to something very important about a customer? Popup Alerts gives you the ability to easily display that crucial popup alert message on Accounts, Contacts, Leads, Opportunities, and Cases.

Check out this cool, free tool and start alerting your team to important information today!

App of the Week – Simplify Salesforce permissions with Permission Assignment Rules

App of the Week – Simplify Salesforce permissions with Permission Assignment Rules

If you’re a Salesforce administrator, you know how difficult it can be to manage a complex permission structure for your business. Standard Salesforce permissions can fall short when you want to have both limited visibility of a record, but also grant access to a larger team based on roles and profiles. In that case, you’re either going to have to train your team to manually share the record or build complex Apex code to do the sharing for you. Wouldn’t it be nice if you could set up permissions just like assignment rules? Check out this app!

Permission Assignment Rules (PAR) allow you to assign permissions to large sets of users automatically. Similar to Lead Assignment Rules, PAR enables scalable, job-appropriate User permissions from day one based on your assignment criteria.

Permission Assignment Rules is a brand new app, so don’t forget to leave a review!

App of the Week – This free Chrome extension brings Salesforce Dashboards to a new level

App of the Week – This free Chrome extension brings Salesforce Dashboards to a new level

Salesforce Dashboards rock! Take data from multiple Reports, visualize that data with easy-to-understand charts, then put them together on one page, all with a simple drag-and-drop interface. Dashboards let you get the pulse of your business at a glance. But there are some notable limitations. For example, you can only have 3 columns on one Dashboard, and automatic refreshes can’t happen more than once daily. If you need to see more data at once and need up-to-the-second information, you need to check out this awesome Chrome Extension!

Salesforce only allows you to refresh Dashboards daily, weekly, or monthly. With Enhance Salesforce Dashboard, you can now have “up to the second” real time information. Use options to set auto refresh frequency/duration.

Enhance Salesforce Dashboard is a free application that you can install today. My whole team loves this fantastic tool, and I know you will too! Check it out!