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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Require Primary Contact Contact Role on an Opportunity
Contact Roles on the Opportunity serve multiple purposes and are advantageous to utilize. Not only do they guide the business insight into who is involved with the Opportunity, but it also enables a more complete picture of Campaign Influence. Sales AND Marketing benefit, it’s a win-win! The problem: Contact Roles can’t be required on an Read more
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Requests/Cases & Releases
In an effort to be 100% Salesforce in a previous role I implemented a Jira-like issue management system. These custom objects became known as Requests and Releases and were built to serve not only Salesforce but every system the team was tasked to manage. “Cases” could be used in place of “Requests” if desired, a Read more
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Story Point Calculator
IT builds can be challenging to convey the overall level of effort. Thankfully through a simple calculator a team can consistently communicate their knowledge, dependencies, the overall complexity and expected time all in one number, the story point. It can be tempting to equate these numbers to hours of work, but each is just an Read more
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Salesforce Change Management
Some changes to a Salesforce system certainly requires immediate attention, but those are rare, at least they should be if a proper change management system is established. How I personally operate: Read more
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HubSpot to Salesforce Task Subtype Translation
The out of box Salesforce integration provided by HubSpot falls short when migrating activities. All activities from HubSpot are inserted as Tasks in Salesforce with a “Task Subtype” of Task. As explained in a previous post there are a handful of Task Subtypes and they dictate how a Task is presented in the activity feed. Read more
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Can I change Task icons in Salesforce??
In Salesforce there is a field called “Task Subtype” (in the Task object) which dictates the icons in the Activity Feed. The possible values are: A similar field exists on Events appropriately called “Event Subtype” Both fields cannot be edited, but can be set on record creation. To answer the title question, no the value Read more
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