Blog: So, you’re working on your migration from Salesforce Classic to Lightning Experience. This is a large undertaking that includes many parts, especially for your Salesforce administrative and development team. But what about training end users when you are ready to launch a pilot group and then again when the migration is complete and ready for […]
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: Your attention span is decreasing, as is that of your employees. While that fact may not be something you want to hear, it is something you need to contend with when designing learning activities. So, how do you combat shrinking attention spans? Well, you don’t have to, you can cater to them with microlearning. […]
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: What is a Test Class? A Test Class is a file that executes different scenarios on blocks of code and scores their results efficiently. It’s a simplified way of ensuring any changes you make to your instance will not cause harm to processes… most of the time. It’s still recommended to manually test any changes you’re making to a […]
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 […]
