877.703.4488 info@cloudmybiz.com
Tip of the Week – Improve Salesforce Activity reporting in the New Year

Tip of the Week – Improve Salesforce Activity reporting in the New Year

Salesforce Activities can be an invaluable tool for your organization. Events can help your team manage and sync their schedules, Tasks help ensure everything gets done in a timely fashion, and when your team is good at logging their activities, the notes are available to keep everyone appraised on the status of every Account, Contact, and Lead. But everyone has their own style of logging calls and meetings, and it can be difficult to follow all of those notes. Well, we have a few suggestions to help you clean up your Activities in our first Tip of the Week for 2014!

“Call”, “Called client”, “VM”, “LVM”, “Voicemail”, you just want to know how much time your team is spending on the phone. Help your team out by giving them a list of the most used subjects (see instructions here) to keep everything consistent. It will also help them log their Activities in record time. Want to see a report with only notes from sales pitch meetings? Add a custom Reason picklist field to activities to help pull out only what you need. And if you really need to bring the most important notes to the top of the list for management, The ButtonClick Admin has some great advice! Check it out here.

-Jared and the Salesforce Guys

Tip of the Week – Never lose a thing with Tags in Salesforce

Tip of the Week – Never lose a thing with Tags in Salesforce

Have you ever searched for that one specific record, but couldn’t remember enough details to find it? Is keeping track of all the Leads and Contacts you saw at that tradeshow a hassle? Don’t you wish you could take all the reports, dashboards, and solutions you need and put them into one folder? Twitter lets you tag posts to make them easier to find later on, and so does Facebook, and even Chatter.

With Tags in Salesforce, you can do the same thing! Simply enable Tags in your org and you’re ready to find all your related records, no matter what object, in just a couple clicks. Now, you’ll be able to add tags to all your records, and you’ll have a new dropdown on the sidebar where you can instantly search for all your Recent Tags. Happy tagging, and keep an eye out for our next Tip of the Week!

-Jared and the Salesforce Guys

P.S.: Winter ’14 is out! Catch our four favorite features in next week’s blog post.