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Test Data Factory

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 […]

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Appreciate Your Salesforce System Administrator

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 […]

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Considerations For CRM Selection And Adoption

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 […]

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Change Is Constant. Are You All In?

Blog: The implementation of a new project plan can cause change anxiety since it is change for the company, the department, and for the employee. Change is simply not a friendly term among many people. Change is different. Change is a disruption. But overall, change is constant. As Robert Wysocki stated in Effective Project Management, “Every day […]

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Train To The Senses: Benefits Presenting Information In Various Modalities

Blog: When it comes to deciding on how to deliver training, organizations can often find it difficult to choose a delivery mode and some simply revert to previous methods of presentation due to comfort and familiarity. But why must organizations pick only one mode of presenting information? Many, if not all, of us in the […]

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Salesforce REST API: Connected Apps & Apex REST Methods

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 […]

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Four Key Reasons To Move From Workflow To Process Builder

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 […]

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Spread The Word For Training

Blog: You have worked hard to develop a process and even harder to build the functionality in Salesforce to support that process. Then you have reached new heights with an amazing e-learning or document to train your employees. But is it enough just to send users an email with the information to review the training? […]

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Save Time With Inline Editing In Salesforce

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 […]

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Salesforce Is Not Just A CRM

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 […]

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Migrating To Lightning Experience – Three Starter Tips

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 […]

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