Salesforce CRM isn’t the number one customer relationship management program for nothing. Aside from the core functionality, however, there is so much opportunity and peripheral usefulness built into the Salesforce platform that it has evolved into its own ecosystem in which organizations can live and self-sustain without much need to venture into other software. The drawback to this ecosystem is simply that each niche requires exploration to discover why, how,… Read More
Brian Leuken is an Application Architect for a large healthcare corporation. Rumor has it, that they have the largest Service Cloud healthcare implementation in the U.S. The implementation is growing right now – they’ve got licenses for 6,000, and it’s growing to around 21,000 in the next five years. The user population varies from frontline call center representatives to back office processing of all of the mountains and mountains of forms,… Read More
Did you know that it is possible to access and edit your Salesforce data when you are offline? Although we are surrounded by internet connectivity most of the time, we are constantly on-the-go and having access to important data, even without internet access, is a great advantage. So how does offline view and edit access actually work? Offline access is possible when caching and Offline Edit is enabled for users…. Read More
Jordan Elkin is a Technical Consultant. He always knew that Technology Consulting was going to be his field, but he was on the look out for how to get started. Soon enough, he learned of the existence of Salesforce, and wanting to get to know it, watched some of the online sessions from Dreamforce 2015. He developed his Salesforce skills over the next few months, received his certifications, and now works… Read More
Aymeric Zito is the CEO of ProQuest Consulting. In this article, he discusses how ProQuest have been so successful using the Agile project methodology to deliver Salesforce projects. Before we learn more about how Proquest uses Agile, can you tell us about your background and how you got started with Salesforce? My background is in neuroscience and software engineering. I started my career programming enterprise web applications in Java J2E and moved… Read More
Alex Bassett is a Salesforce Consultant based in Vancouver, Canada. Alex was originally working as a Data Reporting & Information Analyst, but upon learning about Salesforce and its opportunities, decided to begin his climb to get certified. After receiving his Certified Salesforce Administration designation in June 2016, he quickly found a job as a Salesforce Consultant. Learn about Alex’s Salesforce journey below. How and Why did you get started with Salesforce?… Read More
Apex Code is the Force.com programming language used by developers to build custom business logic on the platform by writing Apex Triggers, custom VisualForce controllers and extensions, Anonymous Apex codes, etc. It runs in a multi-tenant environment where a single resource can be shared by all different Salesforce organisations or instances. In this case, it is crucial to ensure that no organisation would monopolise the resources. Salesforce.com enforced a set… Read More
Salesforce is a CRM or Customer Relationship Management tool and as such, its primary use is to manage the relationship between a business and their customers. Prior to consumers or businesses becoming customers, however they start out as potential leads. In this post are the basics of how to utilize Salesforce to track leads, convert them to deals and best practice around when to do so.All businesses are unique so… Read More
Nick Liechty is a next-generation innovative Salesforce leader with a unique combination of technical expertise and enterprise experience across a variety of industries. Having architected and led dozens of clients through their journey into the Salesforce ecosystem, he is definately one of the leaders of the pack. Below he shares some of his experiences and tips with you: How and Why did you get started with Salesforce? I was doing… Read More
By: Warren Mangahas With an ever-expanding number of social media platforms, the need for companies to accommodate third-party logins is increasingly paramount. Even if you have a fantastic Salesforce Community set up, full of valuable resources and a vibrant user-base, the idea of having to sign up on another site and memorize another password may just be enough to turn someone off from signing up. This is where Salesforce Social Sign-On… Read More
Flows are a very useful way for developers to create standardize business processes and perform actions in Salesforce, without writing any code. Some examples of where Flows can be useful include helping your Customer Service team provided consistent service across your organization by standardizing questions and scripts, or Flows can be used internally to help maintain data integrity. When you embed your Flow into your user’s UI, you will usually… Read More
Nancy Johnson is a high level Project Manager hailing from Sydney, Australia. Having focused on being a Project Manager and Business Analyst during her career, getting Salesforce certified was her next logical step. Nancy shares her Salesforce journey with us below. How and Why did you get started with Salesforce? I am a very experienced Project Manager and a friend asked me to be a Project Manager at her organization… Read More
Salesforce Administrators are in the unique position of wearing numerous hats to maintain their instance. Depending on the number of licenses and integrations, people can find themselves in more of a business analyst or project manager position instead of working in just Salesforce. Quite a few admins are the sole system experts for their company so this can be very complicated when enhancements pop-up. The main problem is that just… Read More
Neal Lightfeldt works as a Sales Excellence manager and in this post, shares his Salesforce journey with us. How and Why did you get started with Salesforce? Our parent company began a new initiative several years ago focused on applying OpEx principles to the front end of the business. Part of that initiative included implementing Salesforce. I already had experience implementing and administering our previous CRM system (SalesLogix), so I… Read More
