by Mike Walsh | Feb 9, 2017 | Salesforce Tips
Though it can be a sensitive subject to tackle, sometimes restricting data access to your users is necessary for security and confidentiality, not to mention peace of mind. Whether the user is new, leaving the business, or any other reason, there is an easy way to disable the user’s ability to export reports in Salesforce.
To do this, start by creating a Permission Set with the “Export Reports” setting checked. Next, remove the “Export Reports” permission from the profile assigned to the user. Finally, assign the Export Reports permission set to all users who should have the ability to Export or Print Reports. Just like that, you can give yourself greater control of your data and how it is shared. If you want to take your permission set game to the next level, try using Session Based Permission Sets too! Use these simple tools to help ensure that your data remains yours.
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 3, 2017 | Salesforce Tips
Your business relies on sales. At the end of the day, nothing is more important than closing that Opportunity, but not every sale is won. You have a great sales team, but it is still important to understand why a deal doesn’t close so that you can learn and improve your process going forward. You may discuss why a deal doesn’t close, but if that information isn’t being stored somewhere, it isn’t going to help much.
The solution for this is simple and quick. All you need to do is create a new picklist field on Opportunities and/or Leads labeled “Reason Lost”. Find out the most common reasons for lost deals from your team and make sure they are represented in the picklist. You can now use this field to create Reports and Dashboards that include the new data. The longer you capture this information, the more visibility you will have into the reasons why deals don’t close, allowing your team to shift their focus to better quality deals.
Add this simple fix to your Salesforce org and watch your team’s success grow.
-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 20, 2017 | Salesforce Tips
Are there reports that you need to see on a daily/weekly/monthly basis? Does running end of month reports take up too much time? Are you on a tight budget and don’t want to pay for licenses for members of your team that only need to see metrics? Scheduling reports is a great tool, but a Salesforce license is required to be included in the delivery. With a Chatter Free User license, you can have business metrics automatically delivered free of charge.
For more cool tricks, check out our blog on the Top Salesforce Tips you loved in 2016 and keep an eye out for our next Tip of the Week!
-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 6, 2017 | Salesforce Tips
In the Salesforce industry, there’s a phrase we throw around regarding data quality: “junk in, junk out.” When your team has clean, well-organized data, your whole business benefits. Sales knows they’re not prospecting an existing customer, Marketing can trust their emails are getting delivered, Support can get a full understanding of customer history, and executives can make profitable decisions. This year, your resolution should be to commit to better quality data with these six tips from Salesforce.
Before you can improve your data, you have to understand it. Knowing where the data is coming from, how users are interacting with it, and understanding potential issues can help you put the right controls in place to keep things clean. These controls can include validation rules, duplicate prevention, automated cleanup tools, and integrations. For example, when your CRM and Accounting system talk to each other, you can always trust that both systems will have reliable and up-to-date information. Augment your data with tools like Dun & Bradstreet to provide your team with more in-depth information on your customers. Use reports to keep an eye on data changes and quality. And finally, get your team involved in the effort of ensuring better data in Salesforce. Read more here, and enjoy a cleaner CRM this year!
-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 | Dec 30, 2016 | Salesforce Tips
It’s that time again. The year is almost at its end, and that means it’s time to share with you our annual countdown. In previous years, we’ve shared our favorites and the posts with the most hits, but this year, we wanted to share the posts you really focused on. This year’s top 10 is a list of the posts our readers have spent the most time reading and re-reading. If you’ve not seen them yet, pull up a comfy chair and pour over them. And if you have, I hope you’ll share with us how you’ve used these tips in 2016!
- JavaScript makes multi-select picklists work with dynamic Salesforce Reports
If you couldn’t tell, we use Dynamic Reports for a lot at CloudMyBiz, but we have run into some issues in the past when dealing with multi-select picklists. This trick helped us amp up the value of those reports.
- The long and short of Joined Reports in Salesforce
Joined Reports are an incredible tool in Salesforce, and one that many Salesforce customers overlook. This is an overview we prepared on how to leverage those Reports for your business.
- Choosing the right phone integration for Salesforce
This is an old favorite of ours. More and more of our clients are choosing a CTI (computer telephony integration) every day, and the document on this post has helped many of them choose the right tool for their team based on features and budget.
- Celebrating 100 posts: The Dreamforce Experience
I went to Dreamforce for my first time last year, and one of the next posts was our 100th Tip of the Week. In this post, I shared my experiences at Dreamforce. If you’ve never gone and are considering going in the next year, I strongly recommend reading over this post!
- Barcodes in Salesforce are that bleeping simple
Every time I pull up our numbers for the blog, this post makes the top 10. There are so many reasons you may consider implementing barcodes for your org, and this tip gives you a simple solution to get up and running today.
- Put your trust in Salesforce with the new Trust site
The new Trust site is up and running, and looking better than ever! If you’ve not seen it yet, I recommend checking out this post and heading over to trust.salesforce.com.
- Never lose a thing with Tags in Salesforce
This one surprised me – I never expected this post to make any of our top 10 lists! If organization is a struggle for you, I recommend checking out this post, as well as the newer feature, Topics!
- Track target vs. actual with a simple Report in Salesforce
If you had to choose a theme for our Top 10, it would be Reporting – hands down. And this cool trick helps you create a simple, powerful Target vs. Actual Report in your Salesforce org.
- LiveMessage connects Salesforce, SMS, Facebook Messenger, and more
This year has been all about acquisitions for Salesforce, and this was one of the more exciting ones on the list. Check out this new feature that brings SMS messaging and more to Salesforce!
- Plan your move to Salesforce Lightning
Lightning has been all the rave in the Salesforce world, and this tip, the post with the longest read time, can help you decide when your org will be ready to make the Lightning transition. Check it out!
Thank you for reading our blog, and we look forward to sharing a whole bunch more exciting tips in 2017. Happy New Years!
-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.
