Tag: Salesforce

lightning

Unleash the Power of Your Sales Team with the Lightning Sales Cloud

With The Lightning Experience (LE) UI, and it’s advanced features such as Sales Paths for leads and opportunities, reps can quickly keep their pipeline updated, allowing valuable time to be focused on hunting and closing deals. As a Salesforce consultant for Statera, I work on the front lines of the ongoing SF Classic vs. Lightning […]

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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The Case for a Single Org Environment

With the prevalence of Salesforce in the marketplace, more and more companies are finding themselves operating multiple instances of Salesforce, whether through mergers and acquisitions or because different departments or business units rolled out unique instances due to the ease and speed of implementation. While circumstances may dictate the need to maintain multiple organizations due […]

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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 […]

Lightning

Salesforce Lightning Components

The Lightning Component Framework is Salesforce’s new framework for building dynamic single-page user interfaces that will run on phones, tablets, and the desktop.  The Salesforce1 Mobile app was developed with Lightning Components and Salesforce is now opening up that framework to developers and administrators to build their own components and applications that can be used […]

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Agile is a Great Fit for Salesforce Projects

Have you ever wondered if the agile development methodology works better for some types of projects than others?   Because the agile methodology provides so many benefits including flexibility, speed, client involvement, and the ability to identify issues or bugs early on, more and more companies are moving toward agile. What’s more, I would argue that […]

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Constraint Rules in Apttus

Taking Your Salesforce Quotes to the Next Level, Leveraging Constraint Rules in Apttus Constraint rules can make your life easier when configuring Apttus CPQ.  They allow you to include, excludes, recommend, validate and replace products based on business logic.  At the core, a constraint rule is an if/then statement.  Thinking of it that way helps […]

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Five Questions to Ask a Salesforce Consultant or Independent Software Vendor (ISV)

If you’re seeking a consulting services firm to assist you with a Salesforce.com project or implementation, you’ve probably realized, you’re faced with many choices. Beyond finding a partner that is an official partner of Salesforce, with certified Salesforce Sales, Service and Marketing Cloud consultants and developers, what else should you look for? Here are five […]