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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Flow Create & Update SF Bug Patch – No Owner Change Email
Problem Reported User email notifications no longer send with the “Send notification email” option checked Recent Change (Routine) A Create & Update flow was added with an Update Record element at the end. Standard Salesforce functionality, very normal, nothing crazy here. Troubleshooting This was a process to discover a Salesforce bug: Conclusion Salesforce has a Read more
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Keep Opps Up to Date with Einstein Next Best Action
The Einstein Next Best Action feature in Salesforce is a robust system with prompts and efficient interaction for records in your Salesforce system. The application appears to be as vast as your imagination and salesforce Identifying and Updating Overdue Opps In the example below I developed a way to produce a banner which launches into Read more
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SOQL Quick Tips
If you’re new to SOQL statements here are some tips to help you query more effectively and efficiently. Parent-to-Child (Inner Query) If you need to know how many Contacts exist under each Account, a Parent-to-Child query is a great way to do it! A SOQL query is embedded between SELECT and FROM Example: SELECT Name, Read more
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Send-As Someone Else from Salesforce
Salesforce has the ability to send-as someone else via predefined email addresses. A potential use case is when an Invoice is ready to send however the sales rep is generally not involved with invoicing, but they still manage the relationship. The Good The Challenges Additional Considerations and Details (from Salesforce) Considerations for Using Organization-Wide Email Read more
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CPQ Lite – Complex Pricing
Configure Price Quote systems are fantastic and can do impressive things with approvals and specialized pricing. The downside is they are expensive, administratively heavy at times and overkill for smaller organizations with just a moderately complex pricing model. CPQ Lite is something that I built in response to a near zero budget and a complex Read more
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Account Trending
It can be difficult to conceptualize the trajectory of an Account financially. Reporting like this is generally done at a company level, but lack of data points can muddy the waters of a specific account. I developed a way in Salesforce to know whether an Account is trending Positive, Neutral or Negative updated daily. There Read more
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