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App of the Week – 6 Industries success stories with Conga and Salesforce

App of the Week – 6 Industries success stories with Conga and Salesforce

Conga Composer

We love Conga Composer! It’s basically awesome! Conga does more than you could ever imagine. If you missed our webinar last month, you should check out the video below to hear about a few Conga success stories from CloudMyBiz clients!

Tip of the Week – Fast formulas for formatting forms in Salesforce

Tip of the Week – Fast formulas for formatting forms in Salesforce

Whether you’re new to Salesforce or it’s all old hat to you, you’ve probably come up against some requirement where you needed to take information from Salesforce and put it on a PDF, Word Doc, or other document. Whether you use Salesforce Mail Merge, Conga Composer (our App of the Year pick for 2013), or any one of the numerous other solutions on the market, you will come up against issues where the format of the data you have in Salesforce doesn’t match the format you need on your document. Sometimes you can format the data right on the form, but frequently you’re going to need it formatted before it ever leaves Salesforce. No need to give your team a lot of extra work. Just throw a few formula fields in and you’ll be merging faster and cleaner than ever before!

A common requirement is splitting up a date into separate Year, Month, and Day fields. A separate Formula Field for each will take care of this. Here’s how it works:

Create a Text Formula Field called Date Year, choose the date field you’ll be using, and put it in the following formula: TEXT(YEAR(Date_Field))

Now, create another for Month and Day – TEXT(MONTH(Date_Field)) and TEXT(DAY(Date_Field)) respectively.

Another common scenario comes when you want your document to display a client’s Billing Address if the Shipping Address is not available. For this, create a Text Formula Field for each segment of the Address (I’ll show you for Street). Now we’ll use an IF statement to check if the Shipping Street is blank. Here’s how it looks:

IF(ISBLANK(ShippingStreet), BillingStreet, ShippingStreet)

Do the same for City, State, and Zip, and you’re in business.

Remember, when in doubt with mail merges, formulas are your friends! Check this out for more formula ideas to get you going.

-Jared and the Salesforce Guys

App of the Week – Get more contracts signed faster with DocuSign for Salesforce

App of the Week – Get more contracts signed faster with DocuSign for Salesforce

DocuSign

You’ve done your due diligence, your client is excited about your product, and all you need is a signature to close the deal and take home your commission. You thought the hard part was over, but now you have to chase down the client to print, sign, scan, email, fax, and your done deal is taking way more of your day than is reasonable. And once it comes back in, you’re going to have to attach the signed contract in Salesforce and email all the right people before you can really close anything out. There HAS to be an easier way to manage getting contracts signed with less effort for you. And there is with DocuSign!

DocuSign is the exclusive electronic signature solution used by Salesforce’s 3,000+ sales reps to close more deals faster. Now, 90% of contracts are signed the same day; 70% within the hour. DocuSign is easy – sign anytime, anywhere, on any device either in person or online remotely.

DocuSign plays nice with Conga Composer, Workflow Rules, and the full gamut of Salesforce tools. Check it out today!

App of the Year – Pop the cork and join the line with Conga Composer for Salesforce

App of the Year – Pop the cork and join the line with Conga Composer for Salesforce

Writing contracts got you down? Sending quotes, proposals, and invoices taking up all your time? Spending hours prepping that quarterly report for your executive staff? No matter how tedious and time consuming, these tasks are crucial to your business and so you put in hours every week to make sure they get done. But wouldn’t it be great if you could get all that work done in seconds instead? The team at Conga has one of the most powerful tools on the market for automating all your documentation needs!

Used by Facebook, Apple, Amazon, BP, Chase, Salesforce, and hundreds of other companies (including right here at CloudMyBiz), Conga’s 5-star app will save you and your team hours every week. Conga can merge Salesforce data into PDF, Word, Excel, and Powerpoint templates, among others, automatically email documents to you and/or clients, and can even run batch jobs merge documents for multiple clients at one time. Your team can access Conga through custom buttons or through automated workflows. The power and versatility of this incredible app is nearly endless.

If you haven’t implemented Conga Composer at your company, add this one to your list of New Year’s Resolutions! Conga is hands-down our App of the Year!