Motley Cloud Consulting
Making Salesforce work for your business
Implementations – Managed Services – Special Projects
Why choose Motley Cloud Consulting?
Thoughtful & Efficient
The goal is to deliver a solution that works the first time and every time. Taking an extra moment to account for all angles of potential usage, the builds often need only one deployment reducing/preventing technical debt and fostering system stability.
Accomplished
With double digit years of hands-on CRM configuration experience within businesses, Matthew has personally experienced multiple industries and a range of org sizes and system needs. See some past solutions below. vvv
Affordable
Without the overhead of the consulting agencies, Motley Cloud Consulting is able to offer services at a reasonable rate with the aid of 100% remote work.
Integrous
Whether in a meeting or working independently, Matthew is driven to be honest and consistent in his approach to business dealings and life. Following through with commitments big and small.
Matthew’s Salesforce Solutions and Tips
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5 Salesforce/CRM Rules of Thumb
There are universal constants that come with CRM systems. Here are the most common and consistent findings I’ve observed in my career while building solutions: If a field isn’t required, it won’t be populated Make fields requirements either through the page layout, or conditionally with a validation rule or dynamic form. RARELY does a field Read more
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Find Flow Problems Fast!
Salesforce has tons of helpful tools, some take you unique situations to discover. The “Paused And Failed Flow Interviews” section in Setup is one of those. It consolidates flow errors on one screen, available to all that have access to the list views. That’s nice, but what’s fantastic is being able to click in to Read more
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Remove Requirement for “Sales Price” or “Quantity” with Opportunity Products
Sometimes adding a Sales Price or Quantity for an Opportunity Products does not make business sense. Fortunately in Salesforce there’s an easy way remove those field requirements. It’s called “When users add a product to an opportunity, insert a quantity of 1”. Once checked new Opportunity Products will default the quantity to 1 on all Read more
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Flow Error: “UnitPrice (only one of unit price or total price may be specified).”
SCENARIO: You’re trying to automate creation of Opportunity Product’s based on existing products. PROBLEM: The “UnitPrice (only one of unit price or total price may be specified).” error is preventing the flow from completing. ROOT ISSUE: Salesforce is assigning field values beyond what is defined in assignment elements during record creation. This only appears to Read more
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I can’t see my Opportunity’s meetings in Salesforce!!
There could be a number of reasons for this, but starting with filtering is a good first step. The “Activities” lightning component for the page layout by default is filtered to “Within 2 months”. Users can adjust their preferred settings to show more or less. Page load time will be impacted slightly, but by selecting Read more
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Workbench Password Manager, An Admin’s Friend
The frequency of use with this tool is low, but the value when needed is very high! In the rare event a password needs to be set for a user, the Workbench Password Management tool is the go-to! This is especially helpful when trying to set an API only user’s password. Read more
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