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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Salesforce AI Overview
Salesforce has a number of tools ready to use with Salesforce. This article from Salesforce Ben gives a comprehensive list, be sure to check it out if you’re interested in a more granular look at the AI offerings with Salesforce. For those with less time, here is a high level overview (as of Feb 2023) Read more
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Lightning Page Layout Optimization
What is the best way to configure lightning page layouts in Salesforce? My recommendation is to expose as much information as possible without clicking or scrolling while not sacrificing too much load time. Everything a user needs should be immediately available, they shouldn’t have to remember where something is, it should be instantly available when Read more
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My @mentions aren’t sending emails!!
This one can drive you bonkers! You’ve set the Deliverability to “All email” and you’ve checked individual user chatter settings but STILL emails are not being sent from Salesforce. WHAT IS GOING ON!?! Odds are you need to designate a default Sender a requirement in Winter 24, “Chatter emails are no longer sent from orgs Read more
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Gmail/Outlook to Salesforce Integration Overview (Jan 2024)
Integrating email and calendars to Salesforce is paramount to CRM success. Email, events and potentially contacts can be imported to Salesforce from Outlook or Gmail with the Einstein Activity Capture tool. This is meant to be a brief overview, the cliff notes version, of the Email and Calendar Integrations – Einstein Activity Capture resource from Read more
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Simple Salesforce Backup Strategy (Two Parts, zero cost)
Data and metadata are essential to backup. While there are a number of tools out there that can assist with data backups and recovery, the lowest cost, easiest to establish and maintain system is all handled by Salesforce tools. “Data Export” (Part 1) and “Sandboxes” (Part 2), both of which take less than 5 minutes Read more
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Add User to Chatter Group Automatically without MIXED_DML_OPERATION Error
I learned about this the hard way, functionality had been deployed, it was a break-fix. The Issue: Users could no longer be created The Error: An Error Occurred with Your “User Create & Edit” Flow You’ve received this email because an error occurred while your “User Create & Edit” flow was running. Debug this flow in Read more
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