Importing leads and contacts into Salesforce can be quite the hassle. Whether you are working in marketing or sales, having a large list imported accurately into the system is absolutely critical. However, if you don’t have the right controls ready to go, you can unfortunately end up causing extra work for yourself by creating […]
APIs are something that most developers will be familiar with, but for the rest of us, they sound like just another technical acronym that we either don’t understand or have never even heard of. An API is short for Application Programmer Interface. API simply refers to the method programmers use to interface with software, and […]
One of the biggest values within the Salesforce CRM to date has been the data analysis and reporting tools. Companies with large volumes of high-quality data in their Salesforce CRM have been reaping the benefits for years, as the various reports have let them drill down into some extremely granular, but important details of their […]
Managing duplicates can be a big deal. Most businesses these days are collecting larger and larger amounts of data, however, too much data, especially if it lacks organization or management, just becomes a whole lot of noise that can be more confusing than helpful. If your Salesforce instance has tens of thousands of leads and […]
For anyone out there who regularly need to dig into Salesforce data, this app is for you. Well, to be precise, it’s a plugin, not an app, and this Chrome Plugin allows you to add a metadata layout on top of your standard Salesforce UI. Simply hover or click, and you can pull up the […]
Every so often, we run into a client or potential client who has real hesitations about moving their data onto the Salesforce cloud. Usually, these are businesses who have been using in house servers and data storage for quite a while and the idea of having their most sensitive data floating around “in the cloud” […]
Feeling bogged down moving files and data between systems? Is setting up the file transfers complicated, and error-prone? With Jitterbit Data Loader for Salesforce, you can dramatically reduce the time and effort required to automate the import and export of critical business data from Salesforce CRM, force.com and all business-critical databases and files – whether […]
Using your customer data is very important. However, not all companies have the tools that can really give them significant benefits. The D&B Optimizer works to give you better account and lead data. With this data in hand, you can efficiently prioritize accounts based on critical data insights, align territories, segment markets, and identify […]
At CloudMyBiz, we like to say that we speak the language of lending. We know how the industry works from the inside, and so, we are always keeping up with the trends and news in the Alternative Lending and FinTech. This allows us to keep abreast of new developments, better understand what our clients are […]
Using the Salesforce Data Loader is pretty much mandatory when you are working with large numbers of records, and need to perform a mass upload or update. To get optimal results, Salesforce recommends Data Loader usage when you are working with 50,000 to 5 million records. If less, regular batch tools work perfectly, and if you are working […]
