Tag: Salesforce

Hiring a CPQ Consultant: What should I know? (Part II)

Welcome back! Welcome back  for part two of our CPQ series! If you missed part one, no need to worry, just click here to get all caught up. So, you are thinking about giving your quoting team some powerful new tools. Great decision! If your CPQ business case is mature enough to justify bringing in […]

Data Migration Testing

Welcome back! Are you ready for the final installment of our Data Migration series? Our final look will focus on testing after integrating data from external applications. If you haven’t had a chance to read the other posts in the series, no need to worry! To check out part 1, part 2, or part 3, […]

Why You Should Jump on the “Road to Dreamforce”

Where to begin With the summer flying by as quickly as ever, we find ourselves with Dreamforce 2018 on our minds. In just 2 short months, the largest technology conference in the world will be commencing in San Francisco, September 25-28. We could not be more excited. Dreamforce offers a one of a kind experience […]

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 […]

target

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 […]