by Mike Walsh | Mar 30, 2017 | Salesforce Tips
By default, Salesforce accounts are designed to function as Business accounts. In a nutshell, business accounts are used to store information about companies or other entities. However, there is another option available. Person accounts. Person accounts are used to store information about individuals and can easily be set up by a Salesforce admin, after all considerations have been made.
This can be helpful to your org if your customers are primarily individual consumers, such as online shoppers. The person account doesn’t function exactly the same as a business account. For example, person accounts don’t have direct relations with other accounts or contact records. The best idea is to take a little time, and research the differences (and it should be kept in mind that switching to Person Accounts cannot be reversed), but if you are a good fit, switching to person accounts can be a big boost to your business.
Learn more about the features of person accounts!
-Ryan 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 | Mar 23, 2017 | Salesforce Tips
Would you like to have a product that can review and evaluate your Salesforce Implementation and then give you customized recommendations for how to improve? Silly question, right? Who wouldn’t want that. Well that product does exist, and it’s built right into Salesforce. Meet, the Salesforce Optimizer.
If you are a Salesforce Vet, you have probably run across this new feature already, but if it’s new to you, today is your lucky day. Not only does the Optimizer automatically evaluate your org to improve features, clean up customizations, reduce complexity, and drive feature adoption, but it can also be used in sandbox to help flag improvements prior to deployments.
Click Here for more information and to get started with Optimizer.
–Ryan 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 | Feb 9, 2017 | Blog, Salesforce-Apps-AppExchange
Has anyone on your team ever needed a quick help menu or reference guide while working in Salesforce? CrowdGuide does just that, allowing you to create quick reference guides that are easily accessed from the sidebar and can be populated from your training material. Build your own guides, select where in Salesforce you want them displayed, and even include custom images, diagrams or step-by-step instructions. CrowdGuide will increase user adoption, empower those users with quick, helpful guides, and ultimately make the sales process faster and easier.
Have you always wanted to create your own help menu in Salesforce? CrowdGuide is an easy to use and cost effective tool that allows you to create a context sensitive help menu. CrowdGuide sits in your sidebar and helps map your Salesforce journey.
Check out the app on the AppExchange here!
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 | Dec 1, 2016 | Salesforce Tips
This blog is all about finding solutions to improve your day-to-day Salesforce experience. Often, that means building cool formulas or workflows, leveraging URL hacking to speed up processes, and occasionally even introducing you to basic code. But sometimes the most powerful updates are the simplest, and the ones we, living in Salesforce as we do, don’t always think about. Having a strong understanding of how to streamline your Salesforce Page Layouts can have an immediate and powerful impact on user experience and adoption, and make your system more fun and easy to use.
When updating your page layouts, the first thing to focus on is Sections. Adding new sections can help organize your data to make it more accessible to your team. Double click on the section header (or click the wrench icon) in the Page Layout editor to choose between one and two columns or tell the system if the tab key will take you to the next field down or across. Unchecking Detail Page and Edit Page in these settings will hide the section header, making any fields cascade into the section above. This is a great way to display Details or Notes fields, cutting down on the vertical space required to display long text. Add blank spaces to create a small break between different types of data without adding a whole section, or to make related fields line up across from each other. Add Embedded Report Charts and Visualforce elements to take your layouts to a whole new level! It’s easy, so why not go and give your Salesforce Page Layouts a makeover today!
-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 | Jun 16, 2016 | Blog, Salesforce-Apps-AppExchange
Data is the way of the future. This is undeniable. But data entry takes a lot of time, and if you’ve invested in an expert sales team, you cringe at the thought of them wasting all their time entering data into your CRM when they should be doing what they do best – selling. You could hire a secretary for each sales rep and a flock of data entry interns, but that costs money, takes space, and can be unrealistic and inefficient. Or you could employ a powerful, Siri-like digital personal assistant for your team. Think I’m crazy? Check out Rollio!
Rollio is a New Intelligent Salesforce Assistant. Rollio allows you to completely update Salesforce in seconds via text message or voice note. Rollio uses Artificial Intelligence to analyze what you say and automate Salesforce updating. … We’ve built Rollio with advanced Natural Language Processing (NLP) abilities, so you can just speak and now Salesforce listens.
Rollio is a new app, so I can’t offer you any reviews, but it looks really cool and I’d definitely recommend checking it out 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.
