multiple orgs

Salesforce – Iteration Zero: How to Place an Org Under Source Control

stevemunleeuw Applications & Integration Services, Blog, Salesforce

You need an audit trail if you want to be able to see what has changed in either configuration or code.  A source control system such as Git can provide this audit trail.  The default out of the box Salesforce experience only tells you who made the last change and when, not a full history.  I’ll show you how to …

qa testing

Five Tips for Successful System Testing

joannaknott Applications & Integration Services, Blog

There are many different ways to look at software testing, and there are various challenges you may face. From my experience as a QA tester, I’ve seen these 5 stages that can help those tasked with software application testing. Make sure you consider these phases so you don’t fall into the QA testing traps many before you have experienced. Environment You …

communities

Are You Ready for a Salesforce Community?

joshsangster Applications & Integration Services, Blog, Salesforce

Salesforce Communities are a great way to increase interaction with your customers, partners, and employees.  Communities have come a long way since the early days of Self Service portals, and even since growing beyond the Salesforce Tabs + Visualforce method of presentation. Admins no longer need a development resource to meet business requirements, and have templates that offer configurable bespoke solutions. …

man's head

The Value of Attribute Value Rules: Apttus CPQ Implementations

bobmartelle Applications & Integration Services, Apttus, Blog

Attribute Value Rules (AVRs) can turn a complex CPQ Product setup utilizing attributes into a dynamic, easy-to-use UI for End Users.  AVRs, when implemented through a thoughtful solution design, can mitigate the proliferation of attributes and products alike. Instead of creating multiple products and attributes to achieve the complexity that most clients need in the Cart, AVRs can and will …

arrow man

Omni-Channel Service – Bridging the Gap Between Inbound Service Channels

cindiesmith Applications & Integration Services, Blog

Today’s Customer Service organizations are trying to invest in new service channels to meet the needs of their consumers. Existing core technologies already handle service originating from Calls, Emails and Web; however recent customer behavior has added Social Media, SMS, Chat, Apps and Voice Chat. The opportunities to engage and serve continue to grow. Omni-channel represent the different points of origin …

laptop

Data is King

susiekokoska Applications & Integration Services, CRM

Have you made an investment in Salesforce to transform your business, only to find that you cannot report on your business requirements due to missing or illogical data?  Perhaps your open pipeline report has opportunities with close dates from 2 years ago, an active contract report counts expired contracts or your NALA account report has accounts from APAC. The key …