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 | Aug 11, 2016 | Salesforce Tips
If you’re a Salesforce administrator or developer, you know how fast things can change. When your team is making requests, you’re working on a new feature, and all the while keeping up with your regular maintenance, dozens of system changes can happen in days or hours. And if you work with a team of other admins and devs, those updates pile up even faster. It’s important to be able to keep track of these changes, but how? Don’t worry, there’s a built-in tool just for you!
Keeping up with the theme of the last two weeks, I’d like to draw your attention to another little-known and underutilized Salesforce feature, the Setup Audit Trail. This nifty little tool keeps track of the administrative changes your team is making to the system automatically. Go to Setup -> Security Controls -> View Setup Audit Trail to see the latest 20 entries, and from here, you can even download an audit for the last six months. Leveraging this simple and powerful tool, you can keep track of the changes happening in your org every day!
-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 | Jul 1, 2016 | Salesforce Tips
These last few weeks, I’ve shared with you some somewhat difficult Salesforce projects. You may have felt they were beyond your abilities, and considered sending them to your team’s developers. Trust me, though – you can accomplish a lot more than you realize if you take the right approach. As a knitter, I’m no stranger to complicated projects that seem insurmountable at first, especially when I want to get creative. The key to knitting a perfect, custom sweater is identical to creating any new feature, large or small, in Salesforce. The key is planning.
Before you start any knitting project, you need to spend some time on planning. How much yarn do you need, what size needles, and what techniques are you going to employ to make your project uniquely yours? In Salesforce, it’s the same – what objects and fields are involved, what tools are you going to leverage (clever filters, formula fields, Apex, etc.), and how are you going to design the user experience. Once you’ve got the basics down with your knitting project, you’ll want to take measurements and confirm you’ll get a garment that fits. In Salesforce, your measurements are your test cases – carefully write out scenarios and the expected result so that your final product will meet the requirements. Finally, you’ll want to knit a gauge swatch to make sure everything will come out in the right size, or else choose a design that lets you try on the project as you go. In Salesforce, it’s a good idea to build a proof of concept before wasting too much time on a faulty design, or choosing an agile approach that will let the project evolve as you go. If you approach your Salesforce project like a knitter approaches a new sweater, carefully and with good planning, you can accomplish far more than you could ever believe! Now pick up your needles of choice and cast on the Salesforce of your dreams!
-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 | May 25, 2016 | Salesforce Tips
Chatter has been around for quite a while now, but I find very few businesses fully leveraging it to improve their process flow. We’ve written quite a few posts around how to use Chatter, and today, I hope to add to that by giving you a simple user adoption plan with a couple quick tricks that will make Chatter an invaluable tool for your team.
Start out by reviewing the standard Chatter Actions available on each object. Out of the box, Salesforce offers key features like logging calls, uploading files, creating new Cases, and more. Ask around the office to find out what your team is doing most often, and create custom Chatter Actions to fill the gaps to help streamline those processes (see #1 here). Set up Chatter Feed Tracking to update the feed whenever key updates occur on a record. Finally, pick two or three actions your team should always complete within the feed, and when they do, congratulate them with an @mention. Drive towards Chatter, and away from email, for all collaborative conversations around records. Once your team gets the hand of Chatter, there’s no going back!
-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 | May 5, 2016 | Salesforce Tips
Having a Salesforce consultant to help you along your journey to CRM success is an invaluable resource. Your consultant is an expert in building a strong architecture, anticipating future requirements, and identifying potential challenges and valuable improvements based on your needs. But consulting services can be expensive. Having someone on your team who can take care of simple administrative tasks is a powerful way to maximize your investment in your CRM. The following are some tasks your team should know how to do in-house.
- Creating new fields is an easy process, and with a little googling or a quick training session with your consultant, anyone on your team can learn how to add more data points to your system. That doesn’t mean you should just create fields whenever you want – check in with your consultant if it’s something critical or if it would require a large number of fields.
- Additionally, you should know how to update picklists – again, check with your consultant if this may effect automations or integrations, but otherwise, it’s an easy process.
- Knowing how to build simple workflow rules lets your team take ownership of system automations.
- Knowing how to create List Views, Reports, and Dashboards gives you power over your data.
- Finally, your team should know how to create, refresh, test, and deploy from a Sandbox – this will let you test even more complex requirements without fear of breaking something important.
-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.
