Blog: Have you ever needed to see the activity on a record in your CRM after an employee has left only to find that nothing exists? Or have you ever had someone send you an Excel spreadsheet with information about your accounts that should have been done through a CRM report? Unfortunately, this isn’t uncommon. Many companies using CRMs have holes and inefficiencies that […]
Blog: Testing updates to a database is easy, but testing the user’s screen efficiently is a whole other ball game. When I was first being indoctrinated into the world of Salesforce development, User Interface (UI) testing wasn’t even mentioned. Everything was centered around ensuring Salesforce’s minimum 75% coverage was met. I still don’t see as much focus on it as I’d […]
Blog: As developers, it’s our duty to provide support to our companies and clients for things they may not even understand needs attention. I prefer to think of Salesforce orgs as living beings. They can be spawned from other instances, often contain attributes which make each of them unique, and, if not cared for properly, […]
Blog: You’ve heard it over and over…users are afraid of migrating to Salesforce Lightning Experience. Why? Well, like most things, they’re afraid of change and the unknown. As a Salesforce system administrator, or the person leading a company’s Lightning migration, it’s your job to make the unknown known. One way to do this is through […]
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 […]
