by Mike Walsh | Mar 11, 2016 | Salesforce Tips
List Views and Reports in Salesforce are critical tools to your day-to-day process flow. List Views help you identify what needs your attention, and Reports let you understand your data on a deeper level and help determine your next steps. Giving your team dynamic Lists and Reports to let them act on their most critical records is critical, but if you’re relying on a User lookup other than the Owner field to determine who has the next steps, you may have built dozens of Reports and List Views, one for each user, to meet their needs. If you feel this pain, try this more dynamic solution and pare down your lists in five minutes!
Create a new Formula Field, make it a checkbox, and enter the following, replacing Owner for your User lookup: Owner:User.Id = $User.Id . If the current user is the same as the Owner, the value will be True, so you can use this in your Reports and List View filters, choosing that field, the operator of “equals” and a value of True. Now, log in as any user or stand over one of your users’ shoulders and make sure it looks good. Now, you have one Report or List View that works for your whole team. Give this simple formula a try today and let us know how it’s helping you!
-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 | Feb 26, 2016 | Blog, Salesforce-Apps-AppExchange
By now, your Salesforce admins are experts at creating powerful Reports and Dashboards to segment valuable data into digestible metrics, letting you make important decisions at a glance. But for all their efforts, some of those Reports and Dashboards fall short – if you need to know what city, stage, or region to invest your next initiatives in, you don’t need a pie chart with zip codes, you need a map. That’s gonna cost you expensive developer hours. Or you could check out BuiltInMaps!
Some data is just easier to understand when viewed on a map. Use BuiltinMaps to create geographic views of your data that can be added to your dashboards. Similar to standard charts and graphs, maps are created from a report. This gives you a large amount of expressive ability in deciding what data will be displayed.
This cool new tool will get you thinking about your data in a whole new way. Check out BuiltInMaps today!
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 8, 2016 | Salesforce Tips
Here we are, blustering and bleary-eyed after the last few boisterous weeks, still healing from our holiday hangovers, gifts unwrapped, ball dropped, corks popped. We’re all just trying to get into the swing of the new year, and struggling to remember to date our checks ending 2016. You’ve got enough on your mind without some cool, but complicated new feature. So this week, I bring you something unbelievably easy.
Loads of people I’ve talked to about Salesforce tell me how hard it is to find the Reports they’re looking for. Especially when your company has been on the platform for a while, you likely have dozens of Folders housing hundreds of Reports. Why not just pin the folders you use to the top of your list? Simply hover over the folder, click on the little pin, and you’re set. If you knew about this useful and easy feature, I’ll bet some of your users didn’t. Let them know! They’ll be thrilled that they don’t have to hunt for their most important Reports.
-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 | Nov 20, 2015 | Blog, Salesforce-Apps-AppExchange
If you’ve ever used Excel, you know how easy and intuitive it is. There are clear rows and columns, conditional formatting highlights cells that require action, and making updates is quick and easy. When you move to a database, it can be difficult to train your team how to take action on data which is now much more spread out, and while much more organized, also far less visual. If you’ve ever thought about going back to those spreadsheets, stop! First, take a look at ActionGrid.
The Swiss Army Knife for productivity and reporting turns your List Views and Related Lists into an Excel-Like grid featuring editable add-in-place grids, Outlook-style reading panes, Conditional Coloring of text/cells/rows, Mass Update, and much more.
ActionGrid is a powerful tool with a lot of features to help your teams visualize and act on data in Salesforce. Check it out today!
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 | Oct 9, 2015 | Blog, Salesforce-Apps-AppExchange
Reporting is easy in Salesforce. Anyone can build a Report. But what’s hard is knowing exactly what to report on. With the ability to report on any field in Salesforce in dozens of different ways, getting those first valuable Reports and Dashboards can be a real challenge. There’s some great jumping-off points available on the AppExchange to get you started with reporting on user adoption, sales history, and critical account information, and this week, I bring you another great tool like these: Service & Support Dashboards!
If you’re using salesforce.com Service and Support to track cases, then you should be interested in dashboards that will help you analyze the performance in your company. Dashboards can provide a visual representation of your realtime operations, agent workload and productivity, critical customer information and key performance indicators.
This tried and true free app isn’t going to give you all the Reports you need, but will give you a great starting point for building out an incredible suite of Reports and Dashboards for your team! Check it out today!
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.
