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 […]
Blog: Migrating to the Lightning Experience in Salesforce can be quite intimidating. There are many pieces to this puzzle of migration, and it is important to start off on the right foot. Here are three key things to keep in mind when starting to look at the Lightning Experience migration process: 1.First and foremost, run […]
