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Are You Ready to MFA?
The rumblings you hear are true, Salesforce will turn on Multi Factor Authentication (MFA) in all instances starting February 1, 2022. What does this mean and how can I prepare? Let us review the impact and ensure we are all prepared for this security enhancement. First what is MFA and why now? Cybersecurity is a hot topic right now and not one to be taken lightly. Ensuring access to your Salesforce instance is secure and unwanted parties are not getting access to the data that resides there is why MFA is being turned on. MFA consists of two things, something the user knows (password), and something the user has (authenticator app, security key). This will help protect against common threats such as phishing attacks, credential stuffing, and account takeovers. What/Who is impacted? Internal Salesforce users who are logging into Sales Cloud, Service Cloud, Marketing Cloud, and Pardot will all be […]
Report Chart Lightning Components
Introduction: Lightning components are versatile and useful tools Salesforce administrators can leverage to extend the base functionality of Salesforce and make Users more efficient in their daily tasks.  These come in a myriad of shapes and forms, each having their uses and benefits for end Users. One fantastic way to utilize Lightning components is to embed report charts directly onto records in Salesforce rather than requiring Users to navigate away from the record to analyse data for that record.  In today’s blog, we will walk through the process of creating an embedded Report Chart Lightning component that will help increase the efficiency of our end Users as they view a given Account record in Salesforce. Challenge: To be able to view Opportunity data for a given Account in Salesforce and determine how much revenue we have in each Stage of our pipeline for that Account. Solution: Report Chart Lightning Component […]
Microsoft VIVA Connections
Introduction Working remotely has been on a steady upward trend and the COVID 19 pandemic pushed that trend into overdrive!  Government mandated office closures forced employers to make an immediate pivot to change operations to remote work.  Microsoft has been following the remote worker trend for some time and has conducted a substantial amount of research into how employees can better collaborate in this environment.  Due to the ramifications of the global pandemic, Microsoft has accelerated its timelines for online collaboration features and has extended its focus to the empowerment and engagement of remote workers. Enter the Employee Experience Platform (EXP):  “An EXP is a digital platform that puts people at the center by bringing together systems of work with systems of support into an integrated employee experience.” The graphic below illustrates typical areas that an employee needs to manage. Source:Employee Experience Platform: A New Catagory Arrives Microsoft has addressed this concept […]
Salesforce Optimization Guide: List Views
One useful feature of Salesforce is being able to view numerous records within an object at once via a feature called List Views.  List Views can be customized, filtered, and modified extensively to allow Users to view all or subsets of object records from a single location.  Users can even, in some cases, make updates to multiple records at the same time via a List View, eliminating the need for excessive clicks and navigation.  All of this can be done without the need for constructing complex reports or custom components, ensuring your Users can see what they need to and do their job effectively without delay. Challenge: A User needs to be able to view and interact with a subset of records for a given object in Salesforce. Solution: List Views, of course!  List Views are available by default for any standard or custom object in Salesforce that has an […]
Salesforce Optimization Guide: Dynamic/Filtered Lightning Components
As you may have read in our recent blog post on Lightning Components, Salesforce Lightning page layouts have the amazing ability to support a variety of standard and custom components that can enhance the functionality of your pages and provide Users with useful capabilities. However, at times you may want to permit only a subset of Users from being able to view and access Lightning Page Components rather than have them visible to all Users at all times. This is where utilizing Lightning Component filters can be quite useful. Challenge: For the sake of example let’s leverage the Related Record component we built in our previous blog post. If you did not read the previous blog, we created a Lightning Related Record component on the Contact Lightning page layout that displayed a variety of key fields from that Contact’s Account, without having to navigate to the Account directly (see screenshot). […]
Salesforce Implementation Guide - Related Record Components
At its core, Salesforce fundamentally functions as a relational database.  That is, it not only stores data from various objects and records but allows those objects and records to be related to one another, which in essence “connects” them and shows their relationship. For example, a basic relationship in the standard Salesforce data model is the classic Account and Contact relationship.  Accounts are organizations you sell to or do business with, while Contacts are individuals who work at those organizations in various roles, from CEO to frontline workers and everyone in between. Contacts are “related” to Accounts to show that they work at a certain organization and fulfill a role there.  An example would be Mark Zuckerberg; he would be considered a Contact for the “Facebook” Account in Salesforce with a Title of CEO. Challenge: The nature of this relational model allows for some powerful reporting and insights while using […]
Improve your Cyber Security! That’s a Presidential order!
Yes, you read that right, the President of the United States signed an Executive Order stating that the Federal government has to review and improve its Cyber Security – it’s a security journey if you will.   While that may seem like a huge undertaking for the likes of the United States, there are key takeaways that every business should apply - and you do not have to have the budget of the government to do so! Let’s look at a subset of this rather long, but truly important order: “To keep pace with today’s dynamic and increasingly sophisticated cyber threat environment, the Federal Government must take decisive steps to modernize its approach to cybersecurity, including by increasing the Federal Government’s visibility into threats, while protecting privacy and civil liberties.  The Federal Government must adopt security best practices; advance toward Zero Trust Architecture; accelerate movement to secure cloud services, including Software […]
Put That Pen Down! 3 Ways to Save a Tree and Save Some Time
It all begins with an email, phone call or physical meeting.  You scramble, trying to make sure you write down every single detail, but let’s face it!  We can’t possibly write as fast as people talk. I used to think of myself as more of an “old-school” type when it came to notetaking, document management, calendaring, and especially to-do lists.  I had a notebook for essentially everything.   In recent years, I have learned how to ditch the pen and paper and become better acquainted with Microsoft and friends. Here are three ways to save a tree and some time.   Creating the Opportunity in CRM Setting Tasks Setting tasks ensures there is always a future action item to follow through the sales process. Set Reminders Setting reminders allows you to complete follow-ups, document revisions, and deadlines. Calendar Invites/ Appointments Creating these are helpful in that they synchronize to your phone […]
How to Design a Scalable Chart of Accounts
One of the first tasks when implementing a new accounting software is designing a new chart of accounts (COA).  Some of you accounting professionals out there might see this as a great and exciting opportunity to revamp that messy, outdated and unstructured COA you are stuck with. However, to others, this could be a daunting task and you might not know where to begin. Regardless of which category you fall into, designing a COA is no small task. It requires a certain amount of forethought and a lot of effort to design and engineer a scalable COA. In this blog, I hope to give you some tips and advice that will help you get started. 1. Best Practices A best practices COA should use standard accounting principles and incorporate items specific to your business. The order of your accounts should align with your financial statements.  It should order by account type and […]
3 Document Management Mistakes Every New SharePoint User Makes
If you are new to Microsoft SharePoint Online, or are considering implementing SharePoint Online, resist the following common mistakes: Creating a File Share on SharePoint Placing everything in SharePoint Thinking of SharePoint only as a document management tool File Share Pains For many, the reality of document or file management is a nested folder hierarchy on a local File Share. While initially this structure works well enough, as many have discovered it becomes a less than optimum option as folder designs grow. Typical problems inherent in this approach include: Broken access permissions No governance on folder creation nomenclature Extremely slow and unreliable search capabilities Limited document collaboration with nested folders Inconsistent or non-existent document versioning All of the above problems can contribute to poor network performance with multiple versions of documents clogging email servers and bloated network storage containing duplicate documents. Without manually inspecting similar documents, the default reaction is […]
[Infographic] Don't Trust Your Business to a Monster: 5 Traits to Look for in a Consultant
Imagine… You’re in the office, you check your email while you sip your coffee and get organized for the day. Suddenly your boss walks in and calmly begins to introduce to you a big, looming, intimidating monster. He explains that the monster will improve your productivity by implementing business solutions that will revolutionize the way you work, but you still can’t get past the terror. Suddenly, you’re alone with a rampaging creature and your job will never be the same. You Don’t want a Monster for a Consultant. When you work with a consultant, you’re trusting them to provide a deep level of service excellence that will help your company excel. With this in mind, the choice of who you work with is a decision that shouldn’t be taken lightly. To help you weed out those monsters in disguise, we’ve compiled an infographic of 5 traits to look for, and […]
Tips for Submitting a Support Case to FMT Customer Care
FMT’s dedicated Customer Care team offers support services for a wide range of applications and IT solutions, including Microsoft Dynamics GP, Dynamics CRM, Office 365, SharePoint, NetSuite and SAP Business ByDesign. Our Customer Care is here to assist you with any issues that arise with your technology solutions. Based on your FMT customer care agreement, we will prioritize our timely response to your issues anywhere from 1 to 3 hours upon receiving your request. Don’t have a Customer Care agreement with FMT? Not a problem. We are happy to help you, however, you will wait up to an entire business day and pay a diagnosis fee of $175 for us to look into your issue. Here are 4 ways you can reach the FMT Customer Care team Email (Preferred): CustomerCare@fmtconsultants.com Phone: (760) 930-6400 option 1 Toll Free: (877) 245-6423 Web: https://www.fmtconsultants.com/training-support/ Help Us Help You… Faster! In order to help […]
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