automating payments

Automate Your Payments with Salesforce

balasadayappan Blog, CRM, Salesforce

Salesforce is one of the most popular customer relationship management (CRM) suites in the world. To receive full benefit of this robust tool, you need a way to directly integrate actual sales (i.e. Payments) into salesforce. This can be done using manually uploading transactions or entering them manually as they come in to your system. But both of these approaches …

contracts

Why Do You Need Contract Lifecycle Management?

joshsangster Apttus, Blog, Business Application Services, Salesforce

Contract Lifecycle Management (CLM) is defined as a methodical and established approach to managing a contract from post agreement origination through fulfillment, compliance and renewal. CLM is easily shuffled to the back burner during initial implementations of Salesforce and other CRM SaaS. Understandably so; it’s a process that is usually so tedious and ingrained that the parties responsible for the …

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 …

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. …