cloudycumulus.blogspot.com
Cloudy Cumulus: Cloudy's Favorite Apps: Conga Composer
http://cloudycumulus.blogspot.com/2012/11/cloudys-favorite-apps-conga-composer.html
One little Cloud and his computer follow the path to Salesforce success. Thursday, November 8, 2012. Cloudy's Favorite Apps: Conga Composer. Conga Composer from AppExtremes. Is one of the most popular apps on the Salesforce.com 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! We would love to talk to you. Thanks for yo...
cloudycumulus.blogspot.com
Cloudy Cumulus: Cloudy's Chalkboard: Tracking the stars in your salesforce universe - Part 1
http://cloudycumulus.blogspot.com/2013/10/cloudys-chalkboard-tracking-stars-in.html
One little Cloud and his computer follow the path to Salesforce success. Tuesday, October 1, 2013. Cloudy's Chalkboard: Tracking the stars in your salesforce universe - Part 1. Are any of those. If you are using salesforce.com. CRM, you understand the idea. But how do you leverage that information at a higher level? Let's learn how to create a complex dashboard table that displays critical relationship updates at a fictitious nonprofit organization called Cartoon.org:. The head of development at Cartoon&...
cloudycumulus.blogspot.com
Cloudy Cumulus: Clean ALL the Data!!! Part I
http://cloudycumulus.blogspot.com/2012/12/clean-all-data-part-i.html
One little Cloud and his computer follow the path to Salesforce success. Monday, December 31, 2012. Clean ALL the Data! What does it mean to have dirty data in your Salesforce.com org? Here a few common kinds of dirty data:. Various users in your org unknowingly create three entries for the same account. Confusion reigns and time is wasted when users try to track down the account and its correct related records. As a result of dirty data,. The good news is this does not have to happen! Tune in next week ...
cloudycumulus.blogspot.com
Cloudy Cumulus: Cloudy's Favorite Apps: DupeCatcher
http://cloudycumulus.blogspot.com/2013/04/cloudys-favorite-apps-dupecatcher.html
One little Cloud and his computer follow the path to Salesforce success. Monday, April 29, 2013. 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 this problem reaches a critical threshold, is it impossible to trust your data and make the daily decisions that depend on it. Step 1: Create a Filter. Once you have saved your filt...
cloudycumulus.blogspot.com
Cloudy Cumulus: Cloudy's Chalkboard: How to Create an Email Letterhead
http://cloudycumulus.blogspot.com/2013/06/cloudys-chalkboard-how-to-create-email.html
One little Cloud and his computer follow the path to Salesforce success. Monday, June 17, 2013. 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 salesforce.com, let's briefly consider a few benefits of doing so:. 360 degree view of all communication. Sent and logged,. Based on criteria you set. If you cannot see t...
cloudycumulus.blogspot.com
Cloudy Cumulus: July 2015
http://cloudycumulus.blogspot.com/2015_07_01_archive.html
One little Cloud and his computer follow the path to Salesforce success. Wednesday, July 22, 2015. Cloudy's Favorite Apps: SyncApps by Cazoomi. So your Salesforce org is up and running, and you are starting to think about how to connect it to other systems. If you are like many others, Email Integration. Is at the top of your list. Email integration can be a big slippery subject, as there are many possible requirements, and just as many possible solutions! To get started, sign up for a free trial. If you...
cloudycumulus.blogspot.com
Cloudy Cumulus: Cloudy's Favorite Apps: Rollup Helper
http://cloudycumulus.blogspot.com/2013/04/cloudys-favorite-apps-rollup-helper.html
One little Cloud and his computer follow the path to Salesforce success. Monday, April 15, 2013. 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 they are for understanding your data and creating meaningful reports. But if you are a fan of Roll-ups, then you are probably frustrated by their limitations as well! Well now they can! The list could...
cloudycumulus.blogspot.com
Cloudy Cumulus: Big Data - Small Business : Part III
http://cloudycumulus.blogspot.com/2014/05/big-data-small-business-part-iii.html
One little Cloud and his computer follow the path to Salesforce success. Monday, May 5, 2014. Big Data - Small Business : Part III. Big Data means bringing all. The parts of your business into one. If you have followed along with P art I. Of this series, you are beginning to understand what Big Data means to your small business or nonprofit, and may be wondering if you are up to the challenges. Here are some important pointers to guide you on your journey:. Bring it ALL in! Where is your business now?
cloudycumulus.blogspot.com
Cloudy Cumulus: Cloudy's Favorite Apps: Apsona
http://cloudycumulus.blogspot.com/2013/06/cloudys-favorite-apps-apsona.html
One little Cloud and his computer follow the path to Salesforce success. Monday, June 3, 2013. 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 the limits of Salesforce.com reporting, wished that you could create more sophisticated reporting filters. Or gotten frustrated while managing a list of custom report types? Surely you are already...
cloudycumulus.blogspot.com
Cloudy Cumulus: Test Drive an App in your Salesforce Sandbox: Ten Step Installation Instructions
http://cloudycumulus.blogspot.com/2012/11/test-drive-app-in-your-salesforce.html
One little Cloud and his computer follow the path to Salesforce success. Thursday, November 15, 2012. Test Drive an App in your Salesforce Sandbox: Ten Step Installation Instructions. 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 are the steps to follow:. 1- log in to your Org (not your sandbox! 7- You will be given 2 choices: Ins...