by Mike Walsh | Aug 11, 2016 | Blog, Salesforce-Apps-AppExchange
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!
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 | Jun 16, 2016 | Salesforce Tips
If your company is large or your team is widespread, it can be hard to disseminate important information to everyone in a short time. Be it good news (“you’re all getting a raise today!”) or bad news (“I set the refrigerator on fire; it was upsetting me”), emails get buried, memos lost, calls sent to voicemail and forgotten forever. You need a way to get the word out fast, and if your team lives and breathes their dashboards, there’s an easy way!
Continuing on the idea from a few weeks ago, I’d like to draw your attention to two previous tips, one about using Salesforce Messages and Alerts with HTML, and another about embedding Visualforce pages into Dashboards. If your team is using the Salesforce Lightning Experience or typically collapse the sidebar in Salesforce Classic, your old Messages might not be making an impact anymore. If you take the HTML from your Message, put it into a new Visualforce page, then add that to a Dashboard everyone uses, you’re back up and running with a powerful, long-term solution. If you haven’t used messages yet, now is a great time to start spreading the word right from your Salesforce Dashboards!
-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 | Feb 26, 2016 | Blog, Salesforce-Apps-AppExchange
By now, your Salesforce admins are experts at creating powerful Reports and Dashboards to segment valuable data into digestible metrics, letting you make important decisions at a glance. But for all their efforts, some of those Reports and Dashboards fall short – if you need to know what city, stage, or region to invest your next initiatives in, you don’t need a pie chart with zip codes, you need a map. That’s gonna cost you expensive developer hours. Or you could check out BuiltInMaps!
Some data is just easier to understand when viewed on a map. Use BuiltinMaps to create geographic views of your data that can be added to your dashboards. Similar to standard charts and graphs, maps are created from a report. This gives you a large amount of expressive ability in deciding what data will be displayed.
This cool new tool will get you thinking about your data in a whole new way. Check out BuiltInMaps 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 5, 2016 | Salesforce Tips
So you’re finally taking that long-awaited vacation. Congratulations! You know you should be enjoying some well needed R&R, but you just can’t help yourself, and you need to check a dashboard to make sure your team’s meeting their goals in your absence. Problem is, when you try to log in on the ship’s wifi, you get that annoying message telling you a verification code has been sent to your cell. You don’t have service on the ship…if this doesn’t remind you not to cheat on your vacation, what can you do?
Don’t panic – you have a couple options. If you have Salesforce1 on your phone, try accessing the system through that. The Salesforce1 app on your device has a special certification that typically will allow it to log you in wherever you are. If that doesn’t work or you don’t have Salesforce1, simply google “What’s my IP” and send the IP address to your system administrator to add to the trusted networks (Setup -> Security Controls -> Network Access). Now you can breathe easy and enjoy your cruise!
-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 | Jan 8, 2016 | Salesforce Tips
Here we are, blustering and bleary-eyed after the last few boisterous weeks, still healing from our holiday hangovers, gifts unwrapped, ball dropped, corks popped. We’re all just trying to get into the swing of the new year, and struggling to remember to date our checks ending 2016. You’ve got enough on your mind without some cool, but complicated new feature. So this week, I bring you something unbelievably easy.
Loads of people I’ve talked to about Salesforce tell me how hard it is to find the Reports they’re looking for. Especially when your company has been on the platform for a while, you likely have dozens of Folders housing hundreds of Reports. Why not just pin the folders you use to the top of your list? Simply hover over the folder, click on the little pin, and you’re set. If you knew about this useful and easy feature, I’ll bet some of your users didn’t. Let them know! They’ll be thrilled that they don’t have to hunt for their most important Reports.
-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.
