Tis the season for Star Wars buzz, and with a record breaking opening weekend behind us, there’s more excitement than ever for this classic franchise! Many of us geeks look to our fandoms for life lessons, and the Death Star is a classic example of a failed project. With its astronomical budget and fatal flaw allowing for its instant destruction, it is the archetype of a project management disaster. Well, the team at Trailhead agree, and built a lesson to walk you through creating a project management tool that just might save you from Lord Vader’s wrath.
The Battle Star App Trailhead lesson is perfect for the aspiring admin, Salesforce noob, or anyone who wants to brush up on how to build a custom application in Salesforce. It’s filled with fun Star Wars jokes, so nerds like me who already know how to do all the stuff in the lesson will be just as entertained. You’ll learn how to build a custom App from the ground up starting with custom objects and fields, then diving into business logic and beyond. And for you technophobes, no need to fear, no code is required for you to use the force! Now it’s time to roll up your sleeves, throw off your hood, get out the lightsaber, and start slicing away at this fun lesson. May the force be with you, and remember, “do or do not, there is no try.”
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.
The new Lightning Experience is all the buzz in the Salesforce community since Dreamforce ’15, and with good reason. The Lightning Experience is the most significant update to the Salesforce user experience ever, blending tools you need on your desktop with an interface designed with mobile in mind. But as with everything that’s new, jumping on the bandwagon too early could be a big mistake, and being an early adopter of the Salesforce Lightning Experience may not be the right fit for your business. But how do you know if Lightning is right for you?
Our colleagues at OpFocus have put together a valuable infographic to help you answer this question. In it, they provide a few sample use cases to help you determine if Lightning is right for your business. On the bottom of the infographic is even a handy checklist including items not supported by the Lightning Experience, such as Campaigns, Approvals, and Data.com, to make it easy to quickly identify if you should hold off. Check out the infographic below, and if you’re still not sure, contact your Salesforce consultant 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.
If you’re a Salesforce system administrator, you’ve gotten that call at least once. You know the one – one of your users (or worse, executives) can’t log in to Salesforce, and they’re getting ready to smash a pumpkin. You need to help them fast, but if you’re away from your computer, diagnosing the issue can be a challenge. Reviewing login history is tough on a tiny smartphone screen. There has to be an easier way to help. And there is! This fantastically simple gem, Login History, comes from the good people at Salesforce Labs.
From inside Salesforce 1, Administrators are able to see the list of the latest users who have tried to login to their Salesforce orgs and if the login attempt was successful or not.
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.
If your office is anything like mine, it’s constantly pinging and ringing and buzzing with mobile notifications. With the accessibility of smartphones, every workforce is at least a little bit mobile, and giving your team mobile access to their Salesforce data lets them close more deals, faster, on the go. But if you’ve considered implementing a mobile app for your team, the task can be daunting! WSDLs, APIs, security, months of development, yeah, nobody’s got time for that! But in this week’s installment of Dreamforce Tips, I’ve got good news for you. Going mobile with Salesforce is a breeze with Salesforce1!
The Salesforce1 mobile app debuted almost two years ago, but a lot of people are still intimidated by the process of implementing mobile access for their team. From my own experience, it really couldn’t be easier! Because mobile access comes built into your Salesforce org, implementing Salesforce1 involves little more than a couple clicks and downloading the app on your smartphone. As your grow, Salesforce1 scales with you with Mobile Cards, custom Chatter Actions, and new Lightning Components, letting you roll out new features lightning fast. If you’ve not implemented Salesforce1, try it today, and even if you have, this tutorial will take you beyond the basics, and our recommendations will help you make it great!
-Jared and the Salesforce Guys Cover image by Joelle Diane
Dreamforce Sock Update:
You didn’t miss it last week, I just had a bad week of knitting. But this week, I’m back on track, and yes, that’s a heel! Should be starting the cuffs and striping this week sometime, and it’s very exciting!
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.
I know I’ve shared this app with you in the past, but now that we’re all mostly recovered from Dreamforce, it’s time to turn those chats at vendor booths and parties into actionable leads and powerful partnerships, and this one’s worth repeating. ScanBizCards is a great way to fly through the data entry so that your team can get to what they’re best at fast – selling.
ScanBizCards Enterprise App for Salesforce delivers easy, accurate business card scans and offers best in class Optical Character Recognition, instantly turning a business card into a new lead or contact. Admins can control licenses through a corporate Salesforce account and manage individual ScanBizCards user features.
This app may cost a few bucks a month, but with the rave reviews on the AppExchange, ScanBizCards is definitely worth a look. Check it out!
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.