Motley Cloud Consulting

  • 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…

    Matthew Motley

  • 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:

    Matthew Motley

  • 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.…

    Matthew Motley

  • 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…

    Matthew Motley