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Tip of the Week – Task Reminders with Salesforce Process Builder

Tip of the Week – Task Reminders with Salesforce Process Builder

Salesforce is a highly customizable system. However, this customizability often comes with a cost.  Take the Process Builder’s Task Reminder feature for example. Task Reminders can be set for any date, time, and individual, anywhere in the world. However, this also means that you have to do a some planning and a little math to make sure that everyone  gets the correct reminder when they really need it.

The default time zone for these reminders is Greenwich Mean Time. So don’t just go and set your timer for 10am, because you won’t get local time, you will get 10am GMT!  Who needs a timer that goes off in the matter of the night? Instead, you have to do some quick math based on your time zone difference to GMT and enter that as your Task Reminder ETA. Simple and effective.

Click Here for More Info on Process Builder!

-Ryan and the CMB Team

App of the Week – Know the time no matter where you’re calling with Local Time for Salesforce

App of the Week – Know the time no matter where you’re calling with Local Time for Salesforce

Does anybody really know what time it is? Does anybody really care? Well, we live in a global world, and with customers scattered across far-flung time zones, calling at the right hour can be the difference between making an important impact with a customer or prospect and getting the dreaded “never call me again”. But you don’t have time to waste figuring out what time it is where you’re calling – you’ve got Cases to close, products to sell, and so much work. You need to know what time it is for your customer at a glance, and Local Time is what you’ve been looking for!

Local time is a bunch of lightning component and visualforce pages, it makes it easy to find local time in your key CRM object’s/record’s timezone i.e. Contact, Lead or Account, it also supports custom objects.

Check out this awesome app and always know what time it is, no matter who you call.