One of the best things about Salesforce is the ease of customization. Your page layout isn’t working for you? Click Edit Layout, drag and drop fields where you need them, click Save, and your life just got easier. However, if you need a fully custom UI, it’s not so simple. You’ll need a developer every […]
Salesforce Canvas is one of the most powerful new tools in your arsenal. With Canvas, you can integrate your existing web applications directly into Salesforce, allowing the app to interact with your data as the logged in user. The use cases are literally endless, but unfortunately placement is currently not. Up to now, you could […]
Time and again, we at CloudMyBiz have returned to visuals. Whether it’s leveraging formulas to display images, showing outside content on a record, or using charts to help your team understand the data in your org, visuals are a powerful tool for helping you review, relate to, and act on data. Dashboards are the bread […]
Over the years, Salesforce has offered a number of apps to keep your team connected even while they’re on the go. Salesforce Classic let you connect to your data, and the Chatter app put collaboration in the palm of your hand, but there was no one-stop solution to bring you the full power of Salesforce. […]
Got lost in you sales pipeline? Do you need a more visual and interactive tool for sales planning? The Opportunity Planning Wall displays sales opportunities as cards on a virtual wall and lets you filter, group & modify on one simple screen. It’s free. In my office, Trello is everyone’s favorite tool. Easy to learn, […]
