by Mike Walsh | Sep 25, 2015 | Blog, Salesforce-Apps-AppExchange
With all the excitement of the 100th Tip of the Week, this post may seem dull by comparison, but I assure you, it is anything but. While it may sound a lot like all our other Apps of the Week, this is one of our most exciting yet! So, your sales team is selling at lightning speed. Emails are flying this way and that. While sending email from Salesforce is the best way to have them logged to the appropriate records, it’s frequently just not practical. There are some great solutions for linking your inbox with Salesforce – Cirrus Insight is one of our favorites – but each comes with an additional cost. You need an email connector that’s quick and easy to implement at a low cost with as many tools as possible to help improve your team’s workflow so that they can close more details. You need to check out the new SalesforceIQ for Sales Cloud, the latest solution designed by Salesforce for Salesforce.
Meet SalesforceIQ, the power of Relationship Intelligence seamlessly integrated into your inbox. With productivity tools and customer data at your fingertips, identify opportunities, connect with customers, and sell smarter than ever before.
This free email solution is available for iOS, Android, and as a Chrome extension, and offers loads of powerful tools out of the box to help your team sell more, faster.
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 | Sep 18, 2015 | Blog, Salesforce-Apps-AppExchange
Image by Joelle Diane
If you’ve read our Tip of the Week already, you know that this is our 99th post, and we’re looking back over the posts that came before. The last 98 apps have been a collection of old favorites and new gems, apps from the AppExchange, apps for Chrome, iPhones and Androids, apps to help you do your job better, faster, more efficiently. This week’s tip highlights my personal favorites, and in this post, I’ll be sharing yours. Below are the top 10 most visited Apps of the Week. If you haven’t already, I strongly recommend you check them out!
10. Rollup to success with Rollup Helper in Salesforce
Use Rollup Helper to create data roll-ups that will provide insights you could never have before. With Rollup Helper, you can turn your data into information even for your most complex rollup scenarios. All data stays safe and secure in your org.
Note: This app is really helpful when you’re trying to roll up data from related objects which are not Master-Detail.
9. Clicks not code to schedule Apex jobs in Salesforce with JobBook
JobBook provides a single interface from which you can manage your scheduled Apex jobs in Salesforce.com. Using JobBook you can easily schedule, modify and view scheduled Apex jobs from a single interface. JobBook allows you to schedule Apex jobs, then activate and deactivate Apex jobs with a single click.
8. Calculate rate of return in Salesforce with the XIRR Calculator
If you’re a lender or broker, you know how hard it can be to find your return on investment. That’s why we created the XIRR Calculator. Enter the funding and repayment amounts, terms, fees, and commissions, click calculate, and you have your answer. Easy.
7. Shortcut Ninja saves you time with keyboard shortcuts in Salesforce
Shortcut Ninja adds keyboard hotkeys to the sidebar to increase productivity by boosting the speed of navigating through your apps. Toggle features such as Chatter on and off, or quickly create new tasks and events.
6. Measure engagement with Salesforce Chatter Usage Dashboards
The Chatter Adoption Dashboard includes 20 dashboard components and reports for a broad view into your org’s usage of Chatter. Extend it with your own new reports by using the 7 included Chatter custom report types!
5. Salesforce1, a game changer!
For the first time, Salesforce is releasing two mobile apps that enable administrators to manage their own instance from anywhere. These apps will provide real-time updates and allow admins to remotely reset user passwords if needed. It will also manage who has access to the Salesforce CRM and can review the maintenance and upgrade schedules at any time.
Note: Even though Salesforce1 has been out for a while, it is still a game-changer. The user interface has been so impactful for Salesforce customers that it has served as the basis for the new Lightning Experience!
4. Get hundreds of images for Salesforce with the Graphics Pack
‘Graphics Pack’ contains hundreds of images / icons that can be used in salesforce applications for tabs, image formulas, and Visualforce pages.
3. Account Dashboards give a 360 degree view of Accounts in Salesforce
This free app adds dashboards to your Account record pages. See year over year sales, identify buying trends, and get visibility in to what products customers have bought in the past, to quickly and visually identify areas for growth in key accounts.
2. Automate your process with Action Plans in Salesforce
Action Plans encapsulates best practices into reusable task templates. An Action Plan can be created for an Account, Opportunity, Contact, Lead, Campaign, Case or Contract. Template tasks can be pre-assigned to a specific individual, assigned to the running user or assigned to a running user.
1. Trello-ify Salesforce with the Opportunity Planning Wall
Got lost in you sales pipeline? Do you need a more visual and interactive tool for sales planning? The Opportunity Planning Wall displays sales opportunities as cards on a virtual wall and lets you filter, group & modify on one simple screen. It’s free.
Note: This feature will now be natively available in the Salesforce Lightning Experience.
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 | Aug 28, 2015 | Salesforce Tips
If you’re a Salesforce junkie like me, this has been an exciting week. Dreamforce is on the horizon, and that means the whole community is already atwitter with excitement. Building on that, Salesforce launched the Dreamforce ’15 app for iOS and Android, which brings the agenda, event info, and the Dreamforce Chatter experience to the palm of your hand. But Salesforce wasn’t done. They told us a little while back that the system would be getting a facelift, and this week’s webcast didn’t disappoint!
The new Lightning Experience is taking the Salesforce world by storm by completely reimagining the Salesforce user interface. It’s looking pretty awesome! Salesforce1 has been making waves for a couple years now, and like with Windows 10, the new desktop interface unifies the Salesforce experience across devices and platforms. New features and significant improvements on old favorites are show these upgrades aren’t just skin deep. And there’s clearly more to come as they expand the Salesforce Lightning Experience beyond the Sales Cloud. Get on the path and start learning about the Lightning Experience on Trailhead, and let us know what you think!
-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 | Aug 14, 2015 | Salesforce Tips
If you’ve been on the Salesforce platform for a while, you probably know that you can integrate Salesforce with Microsoft Outlook. Over the years, the integration has improved, with new features and enhancements every release or so, but installing it is a pain, maintenance can be complicated, and IT tends to have to play a role every step of the way. No more with the new Salesforce App for Outlook!
Released in beta in March, the Salesforce App for Outlook is a cloud-based application that beautifully and effortlessly ties your Salesforce and Outlook applications with no installation required. The reviews are a bit weak, but I think that speaks to this being a beta release, and I’m a big fan! There’s a lot of room for growth with some important features still in the works, but it looks extremely promising! Expect big things as this application grows, and expect to see more awesome stuff come out of Salesforce and Microsoft’s strategic partnership! Check out the listing, read more here and check out the videos, and get ready to give your IT team a break!
-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 | Aug 7, 2015 | Salesforce Tips
Salesforce is a powerful platform with nearly limitless possibilities. Drag and drop features and easy to use wizards bring tools to the everyday user with “clicks, not code”, while the Force.com platform empowers experienced developers to reach for the clouds and beyond. But highly regulated industries dealing in sensitive data have special needs to meet compliance, and enterprise level businesses have enhanced tracking requirements to ensure the tools they build are being used to their fullest potential, leaving many businesses searching for outdated systems or scraping by on the status quo of their old proprietary database. Salesforce Shield aims to shift that paradigm.
Salesforce Shield brings new control and insight to the platform. This recently announced native Salesforce feature offers enhanced event monitoring, field auditing, and platform encryption to bring your org to the next level. Event monitoring allows deeper insights into daily application usage, the new Field Audit Trail expands field history tracking to 60 fields per object and 10 years of auditing, and platform encryption gives tighter control over sensitive data while allowing access to crucial business automation tools. Read more about Salesforce Shield here and let us know what features are most exciting to 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.
