Salesforce

On my way to New York for a launch event for a 6,800 person employee community that we just rolled out, I opened up the release notes for the Summer ’17 release to check out what’s coming for Communities in the next release. I was looking for a specific feature that Salesforce product management had […]

For awhile now, there’s been lots of chatter (pun intended!) around Salesforce Lightning Communities and the capabilities have only been growing stronger over time. In fact, with each release, the reasons you thought you needed a Visualforce Community are waning. In fact, I’m in total agreement with my colleague, Kara Allen, in predicting the end […]

Have you ever had a client that has a case SLA of less than 5 minutes? Well, let me tell you they do exist, and every click, drag and scroll counts towards making sure you close that case as soon as possible. When your agents are coming from using only emails to communicate with Partners […]

In yesterday’s blog post, we discussed gathering feedback from your partners in order to improve your partner community user experience. Now, in light of Salesforce announcing a preview of the new Partner Central Community in the Summer ’17 release, let’s dive into the data and come up with some solutions on how to address common pain points. […]

So you want to improve your partner community. You worked hard on it and had high hopes that it would be the sparkle in your partners’ eyes, but it fell flat. Maybe the content isn’t what your partners are looking for (maybe they can’t even find it!), or maybe piecemeal, band-aid-like updates have taken a […]

The Salesforce Summer ’17 release has a lot of features for Community Cloud that are centered around having a more targeted, intelligent experience for your community members. As part of this, Salesforce is tracking more interactions than ever and giving you (and Einstein) access to that data to take action on it. Here are a […]

Why Artificial Intelligence Matters AI, or Artificial Intelligence, is a buzzword these days. People like Stephen Hawking and Elon Musk say that an advanced artificial intelligence will lead to the end of humanity, but the march continues for ever more advanced algorithms seemingly in spite of the warnings. Salesforce has even jumped into the fray […]

Last year, I attended my first Dreamforce—a spectacular conference that brings thousands of people within the Salesforce ecosystem to San Francisco each year. In between the epic events and action-packed sessions, it was the introduction of Einstein in the main keynote that kept me wondering how artificial intelligence will influence CRM. From speech recognition to […]

The Force.com platform is remarkable in its ability to scale as your business grows, but all systems have constraints.  Even if you don’t think you are ever going to run into some of those limits, designing and managing your data with some of those ideas in mind will help you, and make the whole platform […]

For companies using Salesforce today, business and technology leaders are constantly looking for new ways to extend the power of the Salesforce platform to help their employees be more productive and to enhance the customer experience. Often times this means turning to the AppExchange to find business apps that address their business needs. For many of our Salesforce […]

Take a quick trip down memory lane with me…the year is 2007 and you’re at your desk. You’re using your desktop computer to surf websites that were built with HTML tables and Flash, the user experience clunky and the styles an abomination in today’s standards. Your cell phone beside you; you don’t think twice about using it for anything […]

From our experience in helping clients migrate from Salesforce Classic (Aloha experience) to Salesforce Lightning Experience, we have found that the change can require significant business process evaluation and adjustments to user workflows. It is not just a change in the way Salesforce looks, but also a core change in the way users interact with […]