by Mike Walsh | Apr 17, 2015 | Blog, Salesforce-Apps-AppExchange
User adoption is key to success with Salesforce. Knowing which users and departments are meeting your adoption goals lets you target training, identify gaps, and reward success. The User Adoption Dashboard is a powerful tool for seeing how the system is being used today, but if you want to know how your team has improved over time, it falls a bit short. Enter Adoption Trendz by Salesforce Labs.
Standard Salesforce.com reports only show you the data that is in your system as of right now. Adoption Trendz uses Analytic Snapshots to collect metrics on a nightly basis, saves these metrics by user and by object each to a snapshot table and accomidates trend analysis over time.
Check out this great free app and start tracking your Adoption Trendz 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 | Mar 27, 2015 | Blog, Salesforce-Apps-AppExchange
The next big thing in your Salesforce experience is just on the horizon. With the nearly limitless possibilities available to you in Salesforce, all you have to do is dream it, research it, and build it. The researching, though, is typically the hardest part. When your system is highly customized, it takes time to figure out exactly what relationships are in place and what you’ll need to do to make everything work just so. Schema Surfer makes researching a breeze!
Use Schema Surfer to quickly browse and explore object metadata for salesforce.com all from within a native application. Whether you need to quickly see all the child relationships of an object, determine if an object is queryable, or determine what object has the prefix of 0FB (CollaborationGroupMember, in case you were wondering) Schema Surfer is the app for you. Oh ya, and it’s totally free too!
Check out Schema Surfer, surf through your metadata, and get started building something awesome 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 | Mar 6, 2015 | Salesforce Tips
Last week, we shared with you some highlights from the Salesforce Spring ’15 release, and this week I’d like to focus on one of my favorite new features. If you live on the numbers, having the ability to schedule reports to come straight to your inbox every morning is a godsend. But with all the email we get every day, those scheduled reports are just one more tick in your overstuffed inbox, and since you’re getting them over and over again, you eventually just stop looking at them altogether. And that’s fine when things are in ship shape. But what happens when something changes? Will you even open the email? Will you notice there’s a problem that needs to be addressed or an exciting milestone to celebrate? Probably not…until now! Salesforce now lets you subscribe to Reports so you only get that email when there’s something important for you to see.
Subscribing to Reports is almost as easy as scheduling reports for future runs, and really takes them to the next level. First, click the new Subscribe button (if you don’t see it, talk to your administrator to get it turned on). Choose if you want to be notified every time your set conditions are met (like any time there are more than 20 new Cases or Leads) or only the first time the conditions are met (such as when your sales team has reached its annual goal – do I smell a pizza party?). Next, set the conditions to be met. Choose when the system should check those conditions – daily, weekly, or monthly. Select how you’d like to be notified – with a Salesforce1 notification, a Chatter post, an email notification, or even an Apex action (yeah, it’s that cool). Set it to Active, click Save, and sit back while only the important numbers come to you when you need them most! For more info, check out the release notes here!
-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 27, 2015 | Salesforce Tips
It’s that time again, Salesforce is out with the latest of its 3 annual upgrades. And this one is HUGE! This release offers major updates to tools we use every day, as well as brand new features you’re going to love. Whether you’re looking for more powerful reports, want to get your customers into a community quickly, or want enterprise-level special features without implementing a costly 3rd party solution, Salesforce Spring ’15 is not going to disappoint.
With Spring ’15, reporting’s reached a new level with report milestone alerts. Now you can schedule a report to only go out to you when one of your summary fields has reached an important milestone. The Service Cloud has been updated with a new milestone tracker as well. The Sales Cloud now has “Sales Path” which makes tracking the sales process a breeze. Communities is now easier than ever to implement. Salesforce now has built-in duplicate prevention functionality. And FINALLY we can start using native Salesforce maps, which we’ve been excited about for months now. Want to know more? Check out this handy presentation, and let us know your favorite features of Salesforce Spring ’15.
-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 2, 2015 | Salesforce Tips
It’s a new year and a great time to start looking at the future of your CRM. There are a lot of fantastic enhancements which can really improve your process workflow and take you to the next level. One which we find is universally powerful is implementing a CTI solution. CTI, or computer telephony integration, allows your telephone and Salesforce systems to talk to each other to accomplish some incredible tasks like making phone calls straight from Salesforce (and even autodialing hundreds of numbers in sequence), logging call times, recording calls, and even automatically opening a Salesforce record when the system recognizes the phone number of an incoming call (called “screen pops”), not to mention some incredible reporting and metrics. CTI is great for sales, support, and any team that spends a lot of time on the phone with clients.
With a number of great solutions on the market such as InsideSales, Ring Central, Dialsource, and FastCall, how do you know what’s going to give you the best bang for your buck? Start by sitting down with your team and identifying the features you need and budget considerations. To help you make the right decision, we recommend checking out this handy CTI comparison guide from Corey Crellin at American HealthCare Lending (thanks as always to the Salesforce Success Community) which will help shed some light on features, reviews, and more. Once you’ve narrowed it down to a short list, schedule a demo with each provider to go over your wish list and see what all they have to offer. When your CTI is up and running, you’re going to love your new Salesforce experience!
-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.
