by Mike Walsh | Jan 15, 2016 | Salesforce Tips
Integrations are integral when you want to take your Salesforce org to the next level. The integrations you use may be as simple as generating short links for SMS messages, or as complex as feeding live data between Salesforce and your accounting software or back-office data warehouse. If you’re a Salesforce developer, you’ve probably had to hard-code integrations over the years, leading to challenges in testing, deployment, and maintenance. If you’re a system administrator, you’ve probably had to deal with the annoyance of needing a developer to update code every time a simple endpoint changes. Many developers have learned these lessons the hard way and created custom settings to maintain integration settings, but this approach has its limitations. But have you heard of Named Credentials?
My team had favored the Custom Settings approach for quite a while, and when an incredible power user on Twitter built a bit.ly integration based on a question I posed to the #askforce community, I was introduced to the new Named Credentials tool released in Winter ‘16. Readymade out of the box, this cool tool is built with integrations in mind. They’re easier to set up and reference in Apex than Custom Settings, and maintenance is a breeze, allowing you to change endpoints without ever touching the code. Create a Named Credential by going to Setup -> Security Controls -> Named Credential. If you want to see how easy it is to incorporate into your code, check out the bit.ly integration above and Salesforce’s user guide. Admins and Developers alike, I know you’ll love this!
-Jared and the Salesforce Guys
Cover image by Joelle Diane
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 11, 2015 | Salesforce Tips
Image by Joelle Diane
You may have heard the sad news that Salesforce and LinkedIn are having some relationship problems and have decided to take some time apart. Their native social selling integration is being scrapped. This may not affect you, but if it does, you and your team are probably scrambling to find a solution that gives you quick and easy access to the LinkedIn info you care about most. Never fear, we’ve got a quick, easy, free solution to keep your team moving!
This solution is effective for many social media accounts, and can be a great way to bring basic functionality from all sorts of systems to your Salesforce users. Start by creating a custom link on your Contact object, label it whatever works for your team (I like “Search on LinkedIn”), then paste the following code in for the formula: https://www.linkedin.com/vsearch/f?type=all&keywords={!Contact.FirstName}+{!Contact.LastName}+{!Account.Name}. Add the custom link to your page layout, and now your users can search LinkedIn for customer information with the click of a button! Free and easy!
-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 | Sep 11, 2015 | Blog, Salesforce-Apps-AppExchange
This week’s Tip of the Week provides a simple solution for the LinkedIn/Salesforce split, however, if your team is very accustomed to having LinkedIn information living in Salesforce, it may fall short of your needs. If you’re worried about this change, you’re not alone. But not to fret, LinkedIn has developed a robust tool to give you even more insights than ever before – the Sales Navigator.
LinkedIn Sales Navigator for Salesforce allows you to view LinkedIn information and Sales Navigator insights where you’re already tracking your other sales activity. Turn your contact records into rich profiles by seeing LinkedIn information directly within Salesforce.
This app is not free, but it is a powerful solution for getting robust sales insights in your Salesforce org. 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.
by Mike Walsh | May 8, 2015 | Blog, Salesforce-Apps-AppExchange
Social media is a fantastic tool for meeting new people, staying in touch, and keeping clients and colleagues happy and in the loop. If you’re a social media junkie like me, you use your Chatter like you use your Twitter, and sometimes you want to Chat the same thing you just Tweeted, and that’s just annoying. You can use Hootsuite and other apps to post stuff to Facebook, Twitter, LinkedIn, and more all at once, but what if you want to include Chatter in the mix? Well, I have good news for you! Chatting your Tweets is just a #ch away with multiplex.io!
Multiplex.io allows you to easily publish your tweets to Chatter. In a few clicks you can pair up your Twitter account to your Salesforce Chatter and after that every time you tweets include #ch they will be posted to your chatter feed.
Check out multiplex.io today. It’s free and will start saving you time immediately!
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 22, 2014 | Salesforce Tips
Salesforce Chatter premiered several years ago now (who remembers the Super Bowl commercials?), and thanks to constant updates and cool new features, it still remains the hot topic everyone talks about. Chatter can do so much more than just serve as a social platform for collaboration, like making things easy to find, helping you keep your team up to date on the latest company news, and managing attachments with ease. In the past, we’ve talked about the dos and don’ts of using Chatter, but some of you may be struggling with something more basic – “you say Chatter is like Twitter and Facebook, but I don’t use those! How can I succeed with a social media tool when I don’t use social media!?” Don’t worry, I hear you loud and clear, and I’m here to help!
There are four basic weapons in the social media and Chatter arsenal – mentions, tags, links, and likes. Mentions (sometimes called “at-mentions”) look a little different on every platform, but they all act the same. Start by typing the @ symbol followed immediately by a person’s name, click on it when it pops up, and when you click Share, that user will get an email notification. Tags (also called “hashtags”) are uniform across most any platform. When you’re writing a post, identify a keyword and place a # immediately before it (ex. #Salesforce, #Chatter). Hashtags help you find other relevant posts and identify what other people are talking about. Links are exactly what they sound like. You read a really good blog post, saw one of your clients mentioned in an article, or maybe just want to share a cute cat video (if that’s cool in your office), copy the link and add it to your post. Finally, likes are your way to tell others what is relevant to you. When you “like” something by clicking the Like button, you’re telling the person who posted the original message that you want to see more posts like that.
-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.
