Salesforce

You might have seen the news that Salesforce and Microsoft invested in the predictive analytics (Insidesales.com) company to the tune of $65M. Salesforce is the leader of cloud / SaaS platform in the world, why are they investing in predictive analytics? Barring any obvious financial reasons, it is very clear that ERP serves the purpose of […]

  Healthcare reform has caused the health insurance environment to become increasingly complex and competitive. This reform is driving the business-to-consumer shift with healthcare insurance exchanges and creating a competitive environment that is impacting member retention. The need for consolidated consumer information has never been more important. In fact, Salesforce recently conducted an industry survey […]

Have you ever had challenges trying to include a Visualforce page from another application (e.g. a managed package)? You are not alone! The proliferation of creating managed packages (a collection of Force.com components made available to others through the AppExchange) in Salesforce, and the impact to the UI/UX experience in trying to incorporate a page […]

  Technology continues to disrupt almost every facet of every industry. The world has moved beyond a world of just standalone mobile devices. Consumers are connected to the “Internet of Everything”. We’ve entered into an era where smartphones are connected to everything – beacons, fitness trackers, smart TVs, LED lights, homes, cars and so much more. Welcome to the digital […]

  For those of you who don’t have time to read the Salesforce Spring ’15 Release Notes, here are the top three new Salesforce Communities features that you need to know about: Create a Case from a Question in your Community  Let’s say that a member of your self-service community posts a question about a […]

About to migrate to Salesforce Communities? Here are 10 things that you should plan to do as part of your migration efforts. Determine the Scope of Your Migration. See my blog on 3 Things to Consider Before Migrating to Salesforce Communities for more information. Plan Your Roll Out Strategy. Depending on the scope of your migration, […]

I recently blogged about the The Top 10 Reasons to migrate to Salesforce Communities from Salesforce Portals. If you think you are ready to take the plunge, here are three things that you need to think about before starting your migration efforts: Do you want to add enhancements when migrating? Most of the customers who come to us to migrate are doing so […]

I have spoken to many customers recently who are thinking of migrating from a Salesforce Portal to Salesforce Communities, and want to know what differs between the two platforms. First off, there are many ways the two are similar – at the most basic level, both Portals and Communities allow you to leverage the power […]

If you read my recent blog about how to customize your Community URL, you already know that the URL Salesforce uses for Communities differs from the native Salesforce URL that internal users are used to seeing. Due to this difference, it is critical that you setup all hyperlinks in the Community correctly if using Force.com to […]

A common ask from our customers around Salesforce Communities is: “I want my Community URL to look like my company’s brand.” As with most things Salesforce related, the answer is: “Yes, we can do that!” The even better news is that it’s relatively easy to do. Here are the key things you should know about how to customize your Community URL, […]

Batch Apex is a powerful tool that can be used to do all sorts of cool stuff on the Salesforce platform. Batch Apex is typically used to perform larger operations that would normally be restricted by governor limits. It allows you to break that larger operation up into smaller bite-size chunks that are easier to […]

Lightning seems to be all the rage these days! How could it not? It is exciting stuff and changes the way that Salesforce developers need to think when coming up with their solutions on the platform. One of the most common things you will need to do with Lightning will be to call methods on […]