There are times when you want to format a DateTime field with a standard format for the Time. For example: 3/25/20 13:30 as 3/25/20 at 1:30 pm. This can be useful in templates for reminders to give it less of a ‘form letter’ feel. Read More
There are times when you want to format a date with the full names of the month and day. For example: 3/25/20 as Wednesday, March 25, 2020. This can be useful in templates for reminders to give it less of a ‘form letter’ feel. Read More
If you are using processes, flows, templates to automate your business processes you have probably run into issues regarding Daylight Savings Time (DST) at some point. Winter ’20 has provided an additional setting for Locale Settings that will help provide accurate DST times for DateValue() formulas. Setting this can avoid one-hour discrepancies when processing times between 11:00 PM and 1:00 AM but there are limitations. Read More
Data Loader is a powerful tool that allows you to manipulate data outside of Salesforce to use elsewhere or to make changes in current data. It is used for bulk import or export of data, insert, update, delete, or export Salesforce records. Read More
There will be times you will need to do a mass update of records that cannot be easily done via the Salesforce Object Manager. The Data Loader will provide a way to export the Salesforce records you want to change and then update them based on the record id. This method will work on most Salesforce standard and custom objects. Read More
There will be times you will need to export raw data or do a mass update of records that cannot be easily done via the Salesforce Object Manager or Report export. The Data Loader provides a way to export Salesforce records using a filter and the ability to specify the field data the export returns. This method will work on most Salesforce standard and custom objects. Read More
It’s the middle of February already, and with each passing day we are reminded of all of those New Year’s resolutions that we have to get started on (or have already abandoned)! The post holiday winter season can seem long and dull, especially after the craziness of December and January. Personally, I think that February is a great time to implement some new organizational tools into your company to shake things up.
We often find that our small business clients don’t use the Zoho business suite to its fullest potential, so today we thought that we could highlight some of the Zoho apps that can help you manage projects and contacts, and easily integrate your email into your CRM. This may not be a shock to hear, but keeping your business organized can aid in improving client relations, create efficiency in your day-to-day workflow, help you easily track your businesses progress, and maybe even give you some time in your personal life to get cracking on those other goals you hoped to get to by the end of 2020. Who knew Zoho One could improve your small business and personal life?
Zoho CRM allows you to create templates that help you streamline your processes and use consistent branding both within and outside of your company. Zoho templates are simply forms that you use over and over again, such as thanking a customer for their inquiry, or creating an invoice. They are designed to pre-populate specified information from a record in a consistent format. You can create Email, Inventory and Mail Merge Templates. Templates save you tons of time – with a few clicks you can send out an email or form without having to type it up every time!
Such a large majority of business transactions today happen online. Ecommerce is a huge source of revenue for many companies and Zoho has created a product to help with completing any ecommerce transaction. When it comes to non-profits, religious organizations, training institutes or other donation based businesses it’s important to also have a place to securely collect funds via an ecommerce avenue. Enter in Zoho Checkout.
