by Mike Walsh | May 11, 2017 | Salesforce Tips
Attention Users of Web-to-Lead and Web-to-Case
You need to update before Summer 2017!
For anyone who uses Web-to-Lead, this Tip of the Week is special for you. You may have already seen a Salesforce email about this subject, but for those of you who haven’t, and who want to keep this important functionality working, read on.
What is Web-to-Lead? Simply put, it is a form on any webpage, where contact information can be entered and if the proper HTML code is written in, that information can be automatically routed into Salesforce to create leads or cases. This is a great way to passively and efficiently generate new leads. For those out there who use it, you know how great it can be and what a big deal it would be if it stopped working.
Unfortunately, Web-to-Lead is set to stop working come Summer 2017, if you do not update the end-points in your HTML. So as a friendly reminder, make sure to get those updates rolling before the summer sun gets too hot.
Click here for more info on setting up Web–to-Lead!
-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 | Apr 7, 2017 | Blog, Salesforce-Apps-AppExchange
The Task Manager is a great app that just hit the AppExchange! Give yourself managerial superpowers with this customized task table that can track and manage all users and their tasks. A simple and clear color coding scheme makes viewing progress a snap. Prevent missed or forgotten tasks by viewing the task deadlines of all teammates from a central location!
The Task Manager App gives Salesforce users and their managers a way to manage tasks and to see and prioritize all open Tasks of the selected user in a single tab.
Check it out 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 | Mar 3, 2017 | Salesforce Tips
Technology is pretty great. After all, if you told a person 50 years ago about all the cool things we would have, eg. smartphones and self-driving cars, they would probably not believe you. However, sometimes simple things don’t always work as smoothly as we would like.
When working in Salesforce, users may have trouble importing changes to the “Date” and “Date Time” Data Type fields when the corresponding values in the CSV file do not have a specific formatting or correspond with the org’s time zone settings. I know right? The CSV isn’t formatted exactly right so the whole process breaks down. Sad face.
However, until the smart machines take away all our jobs and do all the work for us, here is the formatting you need to make sure your imports work.
“Date” field acceptable formats
- YYYY-MM-DD
- YYYY-MM-DD hh:mm:ss
- YYYY-MM-DD hh:mm:ss
- YYYY-MM-DDThh:mm:ssZ
- YYYY-MM-DDThh:mm:ss.sssZ
“Date Time” field acceptable formats
- YYYY-MM-DD hh:mm:ss
- YYYY-MM-DDThh:mm:ssZ
- YYYY-MM-DDThh:mm:ss.sssZ
Continued reading on Date Formats and Date Literals |
-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 17, 2017 | Salesforce Tips
Speed and efficiency are essential for just about everyone using Salesforce. Whether you are pursuing a new sale or just trying to get back to a client, you need to move quickly and not get bogged down with multiple records and manually populating fields. Keeping logs of calls is a common practice that, while important for metrics and historical knowledge, can be a little inefficient. However, we have a solution for that! All you have to do is use the following URL hack as an example to create a custom button that will automatically create a “Left Message” task record with the information you need pre-populated.
/00T/e?followup=1&title=Call&retURL=%2F{!Lead.Id}&who_id={!Lead.Id}&what_id={!Lead.Id}&tsk5=Left+VoiceMail&tsk6=Left+a+voicemail+for+{!Lead.Name}&tsk5_fu=FU+VM+w+{!Lead.Name}+from+{!Lead.Company}&tsk4_fu={!TODAY()+2}
For a step by step guide on creating custom buttons using URL hacks, click here! Just follow those steps, using the new code above and streamline your process!
-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 17, 2017 | Blog, Salesforce-Apps-AppExchange
Frustrated by a long and tedious process of converting data and custom objects from your leads into Accounts, Contact and Opportunities? Doing all the conversion by hand can take time, or possibly require a developer to do some customized work. That is exactly what Custom Object Lead Conversion can help you avoid. The app provides a trigger that maps a custom object to the Account, Contact and Opportunity automatically, upon the Lead Conversion
Convert custom objects to Account, Contact and Opportunity during Lead Conversion as well as modifying object and field labels to meet your needs
Check out the app on the AppExchange here!
-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.
