Category: CRM

You Can’t Stop ‘Lightning’ from Striking, but You Can Minimize the Impact

As I worked with a client to evaluate and provide guidance for a migration to the Salesforce Lightning Experience, I saw some distinct analogies between the government’s readiness plan for thunderstorms and lightning (www.ready.gov/thunderstorms-lightning) and the Salesforce readiness evaluation and planning. The government site breaks down readiness into multiple areas: Preparation (before) Risk Facts Do’s […]

Automate Your Payments with 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. […]

Declarative Automation Tools In Salesforce

It’s Thursday morning and I get an email from my Solution Architect asking me to create a flow to enable the functionality for a certain requirement.  Now, when I read the term ‘Flow’, Workflow Rule is what came to my mind. However, when I took a closer look at the requirement, I realized I would not […]

A Few of My Favorite Things

The recent holiday season had me in a sharing mood, so I thought I would extend it just a little bit longer than usual and use a holiday theme to share some of the applications and information sources that make work as a Salesforce.com consultant just a little bit better. This list is by no […]

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Data is King

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 […]