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App of the Week – Search Cloud Documents with Swiftype

App of the Week – Search Cloud Documents with Swiftype

Swiftype gives users something they always knew they would want, but for some reason didn’t exist. With just one search, a user can find everything relevant to the task at hand: Accounts in Salesforce, Gmail conversation threads, Documents on Google G Suite, Dropbox or Office 365 and more! Rather than spending time searching for bits of separate information across multiple platforms and databases, now a single search bar can access it all.

Swiftype’s AI-powered Enterprise Search Platform™ allows employees to seamlessly access the data they need, from any device, across the many applications their jobs require

Tip of the Week – Using Salesforce Campaigns to boost Your Org

Tip of the Week – Using Salesforce Campaigns to boost Your Org

Are you using Salesforce Campaigns? Well you should be! As one of the more under-utilized out of the box functions within Salesforce, Campaigns are a powerful way to coordinate your marketing initiatives and generate new Opportunities and Leads as a result.

Campaigns allow you to track prospects from the time they are entered into the system, until the Opportunity is closed. Access Campaign Reporting to find the total number of Opportunities that have been created, the value of all open Opportunities, the number of closed won Opportunities, as well as the value of the closed won Opportunities, to name a few. You can build custom Campaigns from your Leads and Contacts, and leverage those Accounts into well targeted Marketing Emails and more!

Click here for a more detailed analysis!

-Ryan and the Salesforce Guys

 

App of the Week – Verify Addresses in Real Time with AccuZIP DQ

App of the Week – Verify Addresses in Real Time with AccuZIP DQ

A new but highly functional App to the AppExchange is AccuZIP DQ. This address verification tool can confirm addresses down to the delivery point. Take away any guesswork and remove that nervous uncertainty of sending important documents or packages to un-confirmed addresses. Built right into Salesforce, you can feel even more secure about your data.

The comprehensive AccuZIP address verification tool for Salesforce can confirm each address you enter as real and deliverable by the USPS in real-time or batch mode to the delivery point, down to the Suite or Apartment.

Check it out here!

Tip of the Week – Keeping Picklist Integrations Safe by Using API Names

Tip of the Week – Keeping Picklist Integrations Safe by Using API Names

As you may know, with the Spring 2017 update of Salesforce, many different features were upgraded or modified. But did you know your picklist integrations also got a tune up? Before now, when an admin renamed a picklist value, the integrations referencing the value had to be updated, such as through Data Import & Export, Apex, SOQL, etc. However, that has all changed. The solution: each picklist value is now represented with a label and an API name. Thus when an admin changes the label associated with a picklist value, the underlying API name will keep the associations the same and prevent integrations from breaking.

In addition to the ability to rename a picklist values’ label and API name, admins can block all picklist values’ API names from being changed by setting up a special permission. This feature is useful when you have multiple admins in your org and you want to make sure they don’t accidentally break integrations based on picklist values.

Click here for more details and examples!.

-Ryan and the Salesforce Guys

App of the Week – Easily Collect Information with Web to Any

App of the Week – Easily Collect Information with Web to Any

 

If you are in need of an easy-to-use process for gathering information from the visitors to your company’s website’s visitor, by way of a custom object, this app is perfect for you. Using this app, you will be able to quickly create code and collect the information from visitors. The data gathered will be imported directly into Salesforce, where you can expand leads, create reports for your team and more!

Web To Any is an application that allows you to capture any objects information from the company’s website visitors and helps you to automatically generate new records in Salesforce.com.

Check it out here!