Salesforce

Skimming data (emails, records and documents) is a habit most busy people have in the daily lives.  With time being at a premium, many tend to move quickly over pages or records in an effort to gleam to the actionable components quickly.  Depending on your role as a Salesforce user, a good part of your […]

Companies are often burdened with a wealth of data, as well as customers that may have cross-over between multiple products they own that can cause confusion with marketing to difference audiences, or what information should be displayed in a Salesforce Customer or Partner Community. Likewise, companies may also be faced with the debate whether or […]

This June, I had the opportunity to attend the Salesforce World Tour – Chicago. For those of you who aren’t familiar with it, the World Tour is essentially a smaller version of Dreamforce, Salesforce’s biggest event of the year. It brings the latest technology, expertise and customer success stories all together in a regional “show” […]

One of the greatest features you can offer your customer or partner base as a product-driven company is an idea engine. It allows those who use your product regularly to offer suggestions on how to improve it, features to add, or what new products to create. Giving the power to your customers to help make […]

At the end of a successful deployment or when a Salesforce org has been up and running for a while, clients often find it useful to dedicate a certain number of hours toward general or function-specific support. These support hours can be used on an “as needed” basis for questions and org enhancements. We typically […]

Last year, Salesforce announced the release of Lightning Partner Community, allowing businesses to use Lightning to quickly deploy a rich and powerful community for their partner ecosystem. I couldn’t agree more with Kara’s blog on 5 reasons you’ll love Lightning Partner Communities given the success we’ve had and feedback on deploying Lightning Partner Communities for our […]

Focus On the People Not Just the System When implementing a new system such as Salesforce, regardless of an organization’s project management methodology (waterfall, agile or a hybrid), the approach is usually taken with the “lets get it done, can do” attitude. While this approach is helpful in completing the project on time and on […]

Salesforce offers multiple tools to automate your company’s business processes. Oftentimes we run into confusion deciding whether to choose Process Builder or Apex triggers when both are capable of doing some of the same functions. Let’s take a closer look at some of the pros and cons of using Process Builder compared to Apex trigger. […]

The Need for Change Management When implementing Salesforce Community Cloud for external users, companies don’t always implement the same Organizational Change Management (OCM) related activities as they do for their internal users. By applying OCM techniques to any aspect of the customer or partner journey, project stakeholders can better achieve their vision for building a […]

While we’re obviously partial to the skills of our Salesforce Developers (the technicians responsible for coding work on our projects), there’s more to it than simply hiring the “best of the best” in the industry, when it comes to achieving development success on our client engagements.  While the end goal is ultimately to increase customer […]

Global Actions offer an easy way to create records in a Lightning Community without exposing all of the fields on the page layout. For example, a customer of ours recently wanted a way of capturing leads in their community, so we used a Global Action on the home page of the community to achieve this […]

In this digital era, it’s almost impossible to find an organization that doesn’t offer some form of customer service tools to interact with their customers on their website or mobile app. Moreover, organizations are no longer about offering customer support just through phone or email. Customers are looking for ways to get their questions answered […]