CV Easy Lead and Contact Data Management is a solution by CloudVandana that can manage multiple Phone Numbers, Emails, and other details for leads and contacts. You can specify the type of each Phone and Email and select the relevant ones as Primary phone numbers or Primary Emails. No restriction if your prospect shares multiple emails or phone numbers to contact. You can easily manage using this app. With CV Easy Lead & Contact Data Management application, sales reps, support agents, and any Salesforce user can easily organize personal information like phone and email to the related lead and contact.
CV Easy Lead and Contact Data Management Highlights
Salesforce Native App.
Easy to Configure and Easy to Use.
Retains Phone/Email data with Lead Conversion as well.
Compatible with all the salesforce clouds, Lighting, and Classic Interface.
Once you make your selection, click the Install button.
Once the installation is complete, click the Done button to return to your Salesforce org. You may see a message stating that the installation takes a long time to complete. In this case, you will receive an email once the installation finishes.
Now CV Easy Lead & Contact Data Management is Installed in your System.
Configuration Steps:-
Add a Phone/Email related list to your Lead and Contact page layout.
1.1 From Setup (Gear Icon), select Object Manager and the Contact object to add the Phones/Email related list.
1.2 Click Page Layouts.
1.3 Click the page layout you want to customize.
1.4 In the list of available items in the left pane, click Related Lists.
1.5 Drag Phones and Email to the Related Lists section.
1.6 Go to the Wrench icon on Phones related list and Add the columns as shown below from Available Fields to Selected Fields.
1.7 Click OK and Repeat the same steps for the Email Related List.
1.8 Click on Save.
1.9 Repeat steps 1.1 to 1.8 for the Lead object.
Map Lead Id to Contact
2.1 From Setup (Gear Icon), select Object Manager and select the Lead object.
2.2 Click on Fields & Relationships and Select Map Lead Fields
2.3 Select Contact Tab and Match Lead Id field from Lead Fields with Lead Id from Contact Fields.
2.4 Click Save
Create New Lead/Contact Records.
1.1 Click on the New button on the Lead object to create a new lead record.
1.2 Fill in the phone/email and other details and click on Save.
1.3 Phones and Email records with Primary as checked will be created automatically as shown.
1.4 Click on the drop-down arrow next to the phone or email record and click on Edit.
1.5 You can modify the Phone record on this page.
1.6 Click to Save.
1.7 Click on the drop-down next to the related list and click on the New button to create a New Phones record as shown.
1.8 Add Phone, Select Type, and Mark Primary if you need to update this Phone to the parent Lead Record.
1.9 Click Save.
1.10 You can perform similar actions for Contact records to edit existing Phone or Email records. Also, you can add new records directly from the related list, as shown.
1.11 Once you mark any Email or Phone as primary, it will automatically update its parent Lead/Contact record.
Convert Lead to Contact
2.1 Open any existing Open Lead Record or create a new one using the steps given above.
2.2 Click on the Convert button.
2.3 Add necessary details to Create New Contact, Account or use an existing one.
2.4 Click on Convert Button.
2.5 Lead will get converted into Contact. Click on the newly created Contact from the next screen.
2.6 All the Phones/Email records will automatically be captured on the contact record to manage your contact easily.
2.7 New Phone/Email record can be created using the steps given above
Points To Remember
Only one Primary Email record exists for a Contact/Lead record.
Only one Primary Phone record exists of each Type for a Contact/Lead record.
We have validations that do not allow unchecked primary if another phone/email record exists for a Contact/Lead record.
Page layout/Related list may differ from the given screenshot depending on your org setting.
Sounds good? You can also avail the benefits of this essential application to your organization. Please schedule a free consultation call with CloudVandana, a reputed Salesforce partner in India, and leave the whole Salesforce responsibility, from Salesforce implementation to deployment, to us. Call us now.
CV Twitter feed is an effective app introduced by CloudVandana. Wonder what your Accounts, prospects, and contacts are tweeting about?
Do you want to keep yourself updated about the Tweets of your contacts, prospects, or accounts you are dealing with? Do you find it tedious to open Twitter in a separate Tab and search for each profile?
CV App Store is here to solve all your questions with the new CV Twitter Feed app. It is easy to configure and designed natively on Salesforce. You can get Twitter feeds of your Contacts, Leads, and Accounts on the Salesforce page without switching tabs, and you don’t need to go anywhere for that.
Just enter the Twitter handle on the page, and you are good to go. Sounds easy, isn’t it?
We recommend installing the app in the sandbox first and then install in production if everything looks fine.
Please enter the login details of your Salesforce Administrator User if you are presented with the login screen.
Once you are presented with the installation screen, you must select which of your users should be granted access to the CV Twitter Feed app, including all its components.
Most customers should select the middle option “Install for All Users”, which will ensure that all users have the proper permissions should they be assigned a license in the next step.
Click the Checkbox as shown to Acknowledge your installation.
Once you make your selection, click the Install button.
Once the installation is complete, click the Done button to return to your Salesforce org. You may see a message stating that the installation is taking a long time to complete. In this case, you will receive an email once the installation finishes.
Now CV Twitter Feed is Installed in your System.
You can verify the same in the installed packages. From Setup, Search Installed Package and Click “Installed Packages” to view.
Enter Contact in Quick find search and Click on Contact.
Click on Contact Page Layouts from the left panel and click on Contact layout to Edit.
Drag Twitter handle field from the Fields section on the Top and drop to the page layout as desired.
Click Save.
Please follow these steps(1-5) again to add the Twitter Handle field on your Accounts and Leads page layout.
Add CV Twitter Feed Interface to Record Page
You can add a twitter feed component on the Account,Contact and Lead record pages. Twitter Handle field must have a valid public twitter profile handle in order to get the feed in the component.
From the Contact record detail page, click the gear icon at the top right corner, select Edit Page to open the Lightning App Builder.
Enter twitter feed on the search component from the left.
Drag and Drop the Twitter feed component on your page layout at the desired section.
Click Save, and then click Activate to Activate the record page.
You have a few options for activating a record page.
Make the page the org default for the object.
Make the page the default object record page for specific Lightning apps.
Assign the page to a combination of Lightning apps, record types, and profiles.
Assign the page to a form factor, such as a desktop or phone.
On the activation screen, click the tab for the option you have chosen, and follow the steps to activate the page.
Once you have set up the twitter feed component and twitter handle field on your Contact, Lead and Account record page then you are ready to use this app.
Open any contact record and edit to enter the twitter handle field
Enter twitter handle of your contact with or without “@” prefix
e.g. It could be @benioff , salesforce , @atulgupta31 etc.
OR
You can update the twitter handle anytime in case you feel you have the wrong twitter handle of your contact and want to update. In case the application did not find any twitter handle it will show “No Twitter Feed found” OR “Please Enter a valid Twitter Handle !” message.
Note : This app will work only for Public profile. You cannot access the twitter feed of any private profile. We appreciate the privacy of an individual.
Are you looking for a reputed Salesforce partner to take care of your Salesforce projects? Please feel free to schedule a call with CloudVandana and avail Salesforce Staff Augmentation service to stay one step ahead of your competitors. Call us now.
As we know that permission sets in Salesforce are collections of permissions and settings that give access to the users to have additional access, which they have already got from their profile. There is also an option for multiple permissions as we can apply multiple permissions sets to multiple users, but only one profile can have one user. As you can see, there are some standard and custom permissions sets in Salesforce. In your org, there are already standard permissions sets, and custom permissions sets are created by the administrator or any user according to permissions available in your org editions.
How to Create Permission Sets In Salesforce
Step 1: Go to the setup, and in the quick find box, search permission sets. You can see there are some standard permission sets present in your org.
Step 2: Now Click on the “New” Button present just above the standard permission sets list.
Step 3: Then Fill in the following information
This means that here you choose the “Salesforce Platform” License, so you can assign this permission set to only those users who have the “Salesforce Platform” License.
Step 4: Then click on the ‘Save’ Button. Hence your permission set is now created, and you can manage permissions on this permission set and will assign this permission set to the user.
Managing Permissions on Permission Set
The permissions available for the permission set are the same as the profile’s permissions other than Password policies, Login IP ranges, and Login hours. We can also manage the following permissions in the permission set.
App Permissions
Objets Permissions
Fields Permissions
User Permissions
Tab Permissions
Apex Class permissions
VisualForce page permissions etc
Now Click on any of the following according to your requirement. Here I am selecting object permissions, i.e., Object Settings.
Click on any object as you want to give extra permissions to that object to any user. Here I am selecting the “Accountants” object.
Click on the “Edit” button. And manage permissions according to your requirement.
Click on the ‘Save’ button. Hence your changes are saved.
After managing permissions on permission sets, you can easily assign this permission set to the user as you want.
Lets Assign Permission Sets to the User
Go to the permission set and click on it.
Now Click on the ‘Manage Assignment’ button.
Click on the “Add Assignment” button.
Now select the user to whom you want to assign that permission set.
Click on the “Assign”.
Now Click on the “Done” button.
Cheers! Your permission set is assigned to the user.
CV TimeLogger is a very useful innovation of CloudVandana Solutions. CV TimeLogger helps to track the time spent by the team on their tasks and if the tasks are completed or not. It’s an Enterprise-Grade application designed to help the user(Manager, Supervisor, Company Owner) to manage tasks and the time spent by your team/employees on each task.
We recommend installing the app in the sandbox first and then install in production if everything looks fine.
Please enter the login details of your salesforce administrator if you are presented with the login screen.
Once you are presented with the installation screen, you must select which users should be granted access to the CV TimeLogger app, including all its components.
Most customers should select the middle option “Install for All Users,” ensuring that all users have the proper permissions should they be assigned a license in the next step.
Click the Checkbox as shown to Acknowledge your installation.
Once you make your selection, click the Install button.
Once the installation is complete, click the Done button to return to your Salesforce org. You may see a message stating that the installation is taking a long time to complete. In this case, you will receive an email once the installation finishes.
Now CV TimeLogger is Installed in your System.
You can verify the same in the installed packages. From Setup, Search Installed Package and Click “Installed Packages” to view.
Configuration Steps
Manage Licenses
By default application license will be assigned to the system administrator who installed the application.
You can assign the licenses to the users as per the allowed licenses depending on the subscription.
Note: You can contact us at “support@cvapp.store” in case you see any discrepancy
From Setup, Search Installed Package and Click “Installed Packages”
Click on the Manage Licenses link for CV TimeLogger.
On Next Screen, Click on Add Users, or if you need to remove any existing user, then click on Remove Action.
Select the users for whom you want to give access to the app from the list of Available Users
Click on the Add button.
On the Next screen, you will see the list of users who can access this App.
Add CV TimeLogger Interface to Lightning Page
CV TimeLogger interface can be added to any Lightning record page, the home page, or the app page.
From the Home tab or any record detail page, click the gear icon at the top right corner and select Edit Page to open the Lightning App Builder.
To Edit any other Page, from setup, enter App Builder in the quick find search box, then click on Lightning App Builder.
Enter cvTimeLogger on the search component from the left.
Drag and Drop the CVTimeLogger component on your page layout at the desired section.
Click Save, and then click Activate.
You have a few options for activating a record page.
Make the page the org default for the object.
Make the page the default object record page for specific Lightning apps.
Assign the page to a combination of Lightning apps, record types, and profiles.
Assign the page to a form factor, such as a desktop or phone.
On the activation screen, click the tab for the chosen option and follow the steps to activate the page.
Visit salesforce help to learn more about Lightning Pages. (Video Purpose)
Give permission of objects to the profile
From Setup, Enter Profiles in the Quick Find box, then select Profiles
Enhanced profile user interface—In the Find Setting.. box, enter the object’s name and select it from the list. Click Edit, then scroll to the Object Permissions section.
Original profile user interface—Click Edit, then scroll to the Standard Object Permissions, Custom Object Permissions, or External Object Permissions section.
Specify the object permissions for CV Exception Records(Check Read and Create Checkbox Only), CV tasks, and CV Time Entries.
Click Save.
If you are unfamiliar with which access is suitable, visit Object Permission from Salesforce Help and Training.
With CV TimeLogger’s easy-to-use Interface, you can view and update hours throughout the entire platform. Create CV Tasks and Assign them to your team.
Create CV Task
If you are a Manager, Supervisor, or need to assign a CV task to your colleague or yourself. You can use CV TimeLogger Interface to create a CV task easily and quickly.
Access CV TimeLogger App by clicking on the app launcher and searching for CV TimeLogger app.
Click on CV TimeLogger to open the app.
You will see the Time Tracking component on the homepage to log time and create CV tasks.
Tap on the icon in the Top Right corner of the interface.
Enter “Assigned To” and the Necessary details.
Click Save
New CV Task will get highlighted on the interface of the assigned user. CV task will be available for all the Dates from the Start to the End Date of the Assigned CV task.
Alternatively:
You can click on the CV tasks Tab from your CV TimeLogger App. Click on the New button to create a CV task.
Enter Assigned To and the necessary details.
Click Save.
You can use a list view to see all the CV tasks created or Assigned.
Visit here from Salesforce help & Training for more information on List views.
Log CV Time Entries
CV Time Tracking interface quickly shows all your assigned CV tasks for any specific date with a calendar option and manual navigation. It allows you to enter your hours and view logged CV Time Entries.
Access the CV TimeLogger App by clicking on the app launcher and searching for the CV TimeLogger app.
Click on CVTimeLogger to open the app
You will see the Time Tracking component on the homepage to log time and create CV tasks.
You can Select the Date using calendar view or use prev. and the next arrow to navigate to the required date.
Click on the Assigned CV task to open the option to add or update the CV time entry.
Use the Tap Tracking feature to click on + or – button to add time in intervals of 15min, 1hr, and 4hr.
With Manual Tracking, you can type Hours and add Notes for your time entries.
For the Unsaved CV time entry, an asterisk (*) will appear next to the logged Hours value.
Click Save to log the CV time entry for the given date. Now the asterisk (*) will disappear from that CV task. It is easy to identify the unsaved CV time entry with this interface.
View Hours entered for individual Assignment and as well as Total Hours entered for that day.
Key Points:
CV task will appear in the interface if the “Assigned To” is equal to log-in User and the Date selected on the interface is between the Start and End date of CV Tasks.
If you refresh or load the page, then the interface will show already logged CV Time Entries with Hours and Notes.
You can create only a single CV Time Entry in a Day for any Assigned CV Task. This framework is easy to manage your time.
Existing CV time entries will get updated if you make any changes in Hours or Enter Notes for the logged CV Time Entry for that Task in a Day.
Setup and Use CV TimeLogger in Mobile
CV TimeLogger Mobile App Setup
With CV TimeLogger, you can track CV time entries on your salesforce mobile app in a very efficient manner.
From Setup, Enter Navigation into the Quick Find search box and click on Salesforce Navigation
From the list of available components on the left, select CV TimeLogger Mobile, then click Add.
Once complete, click Save.
The app is ready to use on Mobile to log hours with an interactive interface.
Use CV TimeLogger on Mobile App
Once the Mobile setup steps are completed, you can easily use the CV TimeLogger interface to create and update CV time entries. You can view all your assigned CV Tasks and logged hours in this interface between the start and end date of your assigned CV tasks.
Use the + or – button on Tap tracking to log hours or click on Enter Hours box to enter the hours manually and click on save.
How to Navigate
Click on the Menu option and select CV TimeLogger Mobile as shown. If you have another version of the app and it is not available, then click on the Menu Button and App launcher.
Select the Mobile Only App to access the CV TimeLogger Mobile Interface.
You will have a seamless experience of the CV TimeLogger application with the same interface as that of a desktop in Mobile.
To access Reports, Dashboard, or to create New CV Tasks. Click on the CV TimeLogger tab from the App launcher.
Click on CV Tasks to view recent CV Tasks or to create new CV tasks for your team or yourself. Click on the New button and enter the necessary details on the page and click save.
Click on Reports, Dashboard tab from CV TimeLogger to access “out of box” analytics.
Are you looking for such a useful product to enhance the productivity of your organization? Please schedule a free consultation call with CloudVandana, a reputed Salesforce partner from India, and get the full ROI of your Salesforce investment.
CV Suggestions box is a very useful innovation by CloudVandana. The app empowers the employees of an organization to give needful suggestions related to their work and needs if they feel like it, they can share it, helping in the overall growth of the organization to achieve a peaceful & happy working environment.
Collaboration is the key to success for any organization. The company grows faster if the employees are happy, and with this app, the user can give the employees opportunities to participate in decision-making at work. As a result, they feel empowered and assume more ownership of their work which in turn helps to reduce the overall workload, thereby helping everyone contribute more.
This app is simple and natively designed on the Salesforce platform. Small size organizations can use this app for large enterprises. There is no industry-specific barrier to using this app. This would be helpful for companies working in any domain.
Installing “Suggestions Box” is easy – just click Get It Now from the AppExchange and follow the prompts to install in either Production/Sandbox (Professional Edition, Enterprise Edition, Unlimited Edition, or Performance Edition).
Please enter the login details of your salesforce administrator if you are presented with the login screen
Once you are presented with the installation screen, you must select which users should be granted access to the app, including all its components.
Once you make your selection, click the Install button.
Once the installation is complete, click the Done button to return to your Salesforce org. You may see a message stating that the installation is taking a long time to complete. In this case, you will receive an email once the installation finishes.
Now Suggestions Box is Installed in your System.
You can verify the same in the installed packages. From Setup, Search Installed Package and Click “Installed Packages” to view.
How to use CV Suggestions Box:
From the App launcher, search for Suggestion and Click Suggestion Box to open the app.
Once the app is open, you can click on the Suggestions Tab to view the suggestion entered by any user or add a new suggestion for your company.
Click on the New button from the right to create a New Suggestion.
Now Enter the details for your suggestion, like Suggestion Name, Suggestion Category, Description, etc., and click Save.
Now, the concerned team or department can go to this tab to see the suggestions entered and take the necessary action as required. They can edit to add their comments in the description, change the status to capture the progress, and also enter the Implemented date if the suggestion has been implemented.
Access Reports and Dashboard
Suggestions Box comes with out-of-the-box Reports and a Dashboard to analyze the suggestions and help to take action more effectively.
There are two pre-built reports within this app.
Suggestions: By Status
Suggestions: Status of Open Suggestions.
You can access Reports Tab, Navigate to the All folder, and Click Managed package folder to access the reports.
Example:- Sample Report – Suggestions: By Status
It gives all the Suggestions data grouped by status and shows the Number of Days it’s open in a nice tabular format.
Share Reports with other users in the organization.
By default, Reports and Dashboard are accessible to Admin users, but you can share them with any user within your organization. Follow these steps to share the Reports or Dashboard.
Click on the Reports Tab; from the All Folder, Navigate to Managed package folder.
From the drop-down menu on the right side of the folder, click on the Share button.
On the Next Screen, Search for any user and click on the share button. Now, the Name will appear on the below tab with the Access level.
Now Click on Done to close the screen.
Selected users can now view any report within this folder.
Please follow similar steps to share the Dashboard folder.
Click on the Dashboard Tab from the Suggestion Box app, and From the All folder, navigate to managed package dashboard folder.
In this folder, you can click on Suggestions Dashboard to view the dashboard.
icon in the Top Right corner of the interface.
