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Tip of the Week

Tip of the Week – Top 10 Salesforce Tips you loved this year

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It’s that time again. The year is almost at its end, and that means it’s time to share with you our annual countdown. In previous years, we’ve shared our favorites and the posts with the most hits, but this year, we wanted to share the posts you really focused on. This year’s top 10 is a list of the posts our readers have spent the most time reading and re-reading. If you’ve not seen them yet, pull up a comfy chair and pour over them. And if you have, I hope you’ll share with us how you’ve used these tips in 2016!

  1. JavaScript makes multi-select picklists work with dynamic Salesforce Reports

If you couldn’t tell, we use Dynamic Reports for a lot at CloudMyBiz, but we have run into some issues in the past when dealing with multi-select picklists. This trick helped us amp up the value of those reports.

  1. The long and short of Joined Reports in Salesforce

Joined Reports are an incredible tool in Salesforce, and one that many Salesforce customers overlook. This is an overview we prepared on how to leverage those Reports for your business.

  1. Choosing the right phone integration for Salesforce

This is an old favorite of ours. More and more of our clients are choosing a CTI (computer telephony integration) every day, and the document on this post has helped many of them choose the right tool for their team based on features and budget.

  1. Celebrating 100 posts: The Dreamforce Experience

I went to Dreamforce for my first time last year, and one of the next posts was our 100th Tip of the Week. In this post, I shared my experiences at Dreamforce. If you’ve never gone and are considering going in the next year, I strongly recommend reading over this post!

  1. Barcodes in Salesforce are that bleeping simple

Every time I pull up our numbers for the blog, this post makes the top 10. There are so many reasons you may consider implementing barcodes for your org, and this tip gives you a simple solution to get up and running today.

  1. Put your trust in Salesforce with the new Trust site

The new Trust site is up and running, and looking better than ever! If you’ve not seen it yet, I recommend checking out this post and heading over to trust.salesforce.com.

  1. Never lose a thing with Tags in Salesforce

This one surprised me – I never expected this post to make any of our top 10 lists! If organization is a struggle for you, I recommend checking out this post, as well as the newer feature, Topics!

  1. Track target vs. actual with a simple Report in Salesforce

If you had to choose a theme for our Top 10, it would be Reporting – hands down. And this cool trick helps you create a simple, powerful Target vs. Actual Report in your Salesforce org.

  1. LiveMessage connects Salesforce, SMS, Facebook Messenger, and more

This year has been all about acquisitions for Salesforce, and this was one of the more exciting ones on the list. Check out this new feature that brings SMS messaging and more to Salesforce!

  1. Plan your move to Salesforce Lightning

Lightning has been all the rave in the Salesforce world, and this tip, the post with the longest read time, can help you decide when your org will be ready to make the Lightning transition. Check it out!

Thank you for reading our blog, and we look forward to sharing a whole bunch more exciting tips in 2017. Happy New Years!

-Jared and the Salesforce Guys

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