Cloudy’s Chalkboard: Use a Workflow to send an Email
Using workflows in salesforce.com to automate your business processes saves you time, money and frustrating busywork. Today, we will set up a workflow to send an email. Emails can be ...
Cloudy’s Chalkboard: Email Template Pro Tips!
In Cloudy's last two posts, you learned how to set up salesforce.com email letterheads and templates. Once you get started with email templates, you won't want to quit! The possibilities for ...
Cloudy’s Chalkboard: How to Create an Email Template
Hopefully you are already using the emailing capabilities of salesforce.com to not only streamline and automate your email processes, but to capture relevant records of all your client communications! Last ...
Cloudy’s Chalkboard: How to Create an Email Letterhead
Creating an email letterhead is the first step toward fully harnessing the power of email from within salesforce.com. If you are not already using email within (or integrated with) your ...
Cloudy’s Favorite Apps: Apsona
Have you ever wished you could import and export all of your salesforce.com data without firing up an external application or digging out your security token? Have you ever encountered ...
Makeover Magic: Page Layouts!
One of the most impactful things you can do in your salesforce.com to increase adoption, satisfaction, efficiency, and productivity among your users is to give your page layouts and related ...
Cloudy’s Favorite Apps: DupeCatcher
The number one Salesforce.com data quality complaint at most organizations is duplicate accounts and contacts. Without safeguards in place, it can be all too easy to add duplicate records. When ...
Cloudy’s Top Ten: About Salesforce.com User Groups
"None of us is as smart as all of us" - Ken Blanchard 10 - Salesforce.com helps organize User Groups all over the world. Search for a meeting near ...
Cloudy’s Favorite Apps: Rollup Helper
Last week, Cloudy demonstrated how to set up a simple Roll-up Summary field in your Salesforce.com org. If you are already using Roll-up Summary fields, you know how useful ...
Cloudy’s Chalkboard: Create Roll-up Summaries
Roll-up Summary fields are a way to view accumulated data from Detail records on a Master Record in Salesforce. The Roll-up can calculate sums, counts, minimums or maximums. A Rollup ...
