by Mike Walsh | Jul 24, 2017 | Salesforce Tips
Today’s tip comes courtesy of a recent client question that yielded great results. Specifically, the question came up, “what do I do if I want to override the default page for the Opportunities Tab?” The solution here comes in two parts.
First, you need to create the custom Visualforce Page that will be used to replace the default home page. This will probably be the tough, time consuming part as you need to build out your Apex code to make the page. However, once that is done, the second step is quick and painless. Simply, go to Setup –> Customize –> Opportunities –> Buttons and Links –> Then Edit link next to the Opportunity tab. Upload your custom page and that’s it! This procedure can be used to edit and customize any tab or page within Salesforce.
Click Here for More on Creating Visualforce Pages
-Ryan and the CMB Team
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 15, 2017 | Salesforce Tips
Opportunity teams are just what they sound like, a team of people working an Opportunity who all have individual roles. It allows you to control who is working on what deal, and what their role is. You can grant your Opportunity Team members special access to the Opportunity and its related records, making it easier for everyone to work together.
It should be noted that Opportunity Teams aren’t the same as Account Teams, although they share a set of available team member roles.
A few guidelines for Opportunity Teams:
- When setting up an Opportunity Team, you can::
- Add team members.
- Specify each member’s role on the Opportunity.
- Even specify each team member’s level of access to the Opportunity: read/write access or read-only access.
- Changes that you make to the Opportunity Team on an Opportunity don’t affect your default Opportunity Team or the Opportunity Teams on your other Opportunities.
- If your Salesforce admin has enabled Opportunity Splits, you can split credit for an Opportunity among members of an Opportunity Team.
- Adding, editing, or deleting Opportunity Team members requires read/write access on the Opportunity.
- You can’t use Opportunity Teams for private Opportunities.
Take your Opportunity Teams a step further with Guidelines for Setting Up and Adding a Default Opportunity Team.
-Ryan 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 | Mar 17, 2017 | Blog, Salesforce-Apps-AppExchange
Do you use Salesforce? Do you use Google Sheets? If so this product is for you. Just call our toll free-number now and and for only 3 easy payments of $39.95…
Just kidding. This app of the week is totally free, and really easy to use. By integrating Salesforce and Google sheets, you can now link your Opportunity lists and edit them quickly and easily in Sheets. Boost productivity and make data editing smoother than ever.
Easily open your Salesforce opportunity list views in Google Sheets were you can manipulate the data using technology you know and love with Google Sheets. Changes are synced with Salesforce instantly.
Check it out here!
-Ryan 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 9, 2015 | Salesforce Tips
Last month, we shared a free app from Salesforce Labs to help your team keep on top of their deals. But accountability can only get you so far. It can be difficult to predict what today’s pipeline will turn into profits tomorrow, but you don’t want to be playing dice when commissions are on the line! You need real, hard numbers to help you decide where to put resources, what deals to focus on, and when to walk away. Enter the Salesforce blog!
Last year, Salesforce shared an infographic, 7 Powerful Predictors of a Closed-Won Opportunity, breaking down the results of a study of 21,000 opportunities from multiple companies. Along with identifying that only 30% of opportunities will become closed-won, they also showed that bringing in another sales rep can increase the chance of closing a deal. Check out the infographic below, and see the post for a full breakdown of the information. Happy selling!
-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 31, 2014 | Salesforce Tips
When sales is your business’s lifeblood, nothing is more important than winning that opportunity, but let’s face it, you can’t win ‘em all. You’ve got an amazing team, and when a month goes by where the win rate is less than you projected, it is important to understand what happened so that you can improve your processes going forward and ensure you’re not spinning your wheels on deals that’ll never close. You discuss why deals fall through, but if you don’t capture that anywhere, it’s going to disappear into the ether.
The solution here is quick, easy, and will give you a lot of insight going forward. Create a new picklist field called “Reason Lost” on Opportunities and/or Leads. Talk to your team, gather the most common reasons, and add them to the list. Now create a few Reports and Dashboards to give you a breakdown of the new data. After a few months, you should have a good idea what makes deals fall through. If it’s budget, you’ll know to ask the right questions up front. If it’s geographical, you can target clients in more ideal regions.
This fix is quick, but it can save you a lot of time and help your team focus on the opportunities that are most likely to succeed. Give your database a little TLC and you’ll be the office hero.
-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.
