Blog: As a Salesforce system administrator, you are no doubt tasked with creating reports. Salesforce does a good job of offering lots of report types for objects. But what if you need to create a report and just can’t seem to pull in the necessary data? My advice…try creating a custom report type. Salesforce standard […]
Blog: Lightning can be a little scary…both lightning in nature and Salesforce Lightning. As far as the lightning that Mother Nature delivers, my only advice is to stay inside and try not to be in direct contact with electricity. Luckily, Salesforce Lightning isn’t dangerous and is nowhere near as scary as the real thing. Many companies, however, are afraid to […]
Blog: In today’s business world, few phrases are truer than “Time is Money.” Are you fully aware of the time savings a modern CRM can offer your workforce? Today’s multifaceted architecture is the epitome of intelligent design. Ask any sales rep, any operations manager, marketing director, or VP: what are some of your most important long-term goals? […]
Blog: First came the Babbage engine. Then simple, yet obscenely large, computers used for World War II. Chipsets less powerful than the phone in my pocket putting a man on the moon. Fast forwarding through all the technological advancements, we are now seeing an explosion of computing power. The technology isn’t relatively new, but Natural […]
Blog: You did it! You finally convinced your boss to send you to Dreamforce (Salesforce’s annual conference in San Francisco). It’s a very exciting experience, but you can quickly be overwhelmed if you don’t know what to expect. Salesforce works very hard to make everything as easy as possible for Dreamforce attendees. If you keep […]
Blog: Is your company about to launch or reinvest in a new CRM tool? What is the primary driver for this effort? Many companies need to migrate for sales-related reasons or for reporting metrics. Maybe your company needs better database accuracy or marketing and lead tracking enhancements, or the benefits to your customers will help greatly with […]
Blog: Every company that uses Salesforce.com has a designated system administrator. Sometimes that person is a full-time admin hired specifically for this job. Other times it is someone who has a completely different full-time role but has been given the additional responsibilities of the system admin. Either way, you should appreciate this person because it […]
Blog: Are you using or planning to invest in a new CRM? This tool needs to be the most flexible and capable one in your company. The lifeblood of any business is customer service. A competitor who can exceed your customers’ expectations with the right investment makes it even more important that you invest first, and often. A successful CRM tool will fuse with […]
Blog: This article assumes you have at least a basic understanding of programming. What is REST API and Why Should I Use It? REST API is a beautiful architecture style of handling data between two systems. Its primary focus is simplicity with scalability. But what is REST API? If I pulled out the online dictionary […]
Blog: If you’re a long-time Salesforce user, the Workflow tool has likely been your savior many times. It may have also seemed like your enemy on occasion because of its limitations. Luckily, Salesforce aims to provide as much declarative functionality as possible, so companies can minimize the amount of code in their Salesforce org…that’s why […]
Blog: At some point, all Salesforce system administrators are tasked with having to mass update records. Luckily, there are tools like Data Loader and Dataloader.io. But what about a quick way for your non-admin users to update many records at once? Why not try inline editing? What is Inline Editing? Inline editing provides a way […]
Blog: Many Salesforce customers simply use the system as a Customer Relationship Management (CRM) tool. Although that’s how Salesforce started out, and you will still see it advertised as a CRM solution, it is so much more than that. First off, let’s define the term CRM. Simply put, it is a way to manage your […]
