Cloudy’s Favorite Apps: FormAssembly
Do you collect information from clients via website forms, through surveys, or from emailed questionnaires? What do you do with all that information? Often, companies are manually uploading this collected data to Salesforce.com, or worse, just letting it sit in disparate spreadsheets and folders. If you would like a way to automate the collection and integration of data from your clients into Salesforce.com, FormAssembly is the App that can do it for you. When you install the App, you get a FormAssembly tab right in your org, so you can manage all your forms and surverys from within Salesforce.com. ...
In Depth with Cloudy: Paul Selway – Founder of Redpath Consulting Group
Paul, what exactly IS Salesforce.com? Salesforce.com is like a "Swiss Army Knife in the Cloud". It has Sales Cloud, Marketing Cloud, Collaboration Cloud, Data Cloud, and Service Cloud apps that provide a very good starting point for Customer Relationship Management or Call Centers. It also has a database piece that can be used on its own and a force.com platform piece that can be used to customize existing apps or create new ones. What feature of Salesforce.com do you use every day? Mobile Chatter. I just love the way that you can follow People, Groups, Accounts, Leads, Contacts, and Opportunities. ...
Test Drive an App in your Salesforce Sandbox: Nine Step Installation Instructions
If you have been using Salesforce.com for a while, you have probably heard about some of the great Salesforce AppExchange apps that can add even more value and functionality to your org. If you are interested in trying an App, it is always advisable to take it for a test drive in your Salesforce Sandbox first. If you are happy with the App after testing in your Sandbox, it only takes a few minuted to add it to your main Salesforce.com Org. If you are an Admin in your org but have not installed an App in your Sandbox before, here ...
Cloudy’s Favorite Apps: Conga Composer
Conga Composer from AppExtremes is one of the most popular apps on the Salesforce AppExchange, and with good reason. Conga allows you to produce formatted reports, emails, mailings and presentation documents with the click of a button. Many users find tasks that used to take many hours can be reduced to a single step! Conga Composer also extends the merging capabilities of Salesforce by allowing you to easily pull data from multiple objects into one final document. If you have any business processes that involve lengthy sessions of copying and pasting data from one place to another, or if you wish ...
Guaranteed Salesforce Success with this 1 Weird Old Tip
Cloud-based computing, social connectivity, and 360 degree views of your data are the keys to business success at a new level. If you have moved your business to the cloud with Salesforce, you are no doubt looking forward to these benefits. But what if you have found that instead of embracing this powerful tool, your teammates keep secret stashes of Excel files, track email the same old way, and leave only crumbs of data in your new CRM system? These complaints are all too common, but it doesn't have to be this way. The number one key to success ...
The Salesforce AppExchange: What does it have to offer your business?
The Salesforce AppExchange is a marketplace for business apps built just for the Salesforce community. These apps can extend the functionality of your Salesforce org to fit even more of your business needs. If you have never visited the AppExchange, go to http://appexchange.salesforce.com/ and have a look around. Try entering search terms relating to your business processes and you might be amazed to find an app that is made just for you. When you are looking at an App, click through all the info tabs to find pricing, functionality details, and customer reviews. Some apps are free or have special pricing for ...
