Posts Tagged ‘salesforce’

Microsoft and Salesforce has made significant progress to their strategic partnership announced in May. They unveiled new joint solutions—including Salesforce1 for Windows, Salesforce for Office, and Power BI for Office 365 and Excel integrations with Salesforce—at Dreamforce 2014.  The companies disclosed that in early 2015, they will release a Salesforce1 app for Windows Phone. Alongside, […]

Salesforce shared their roadmap for the Salesforce1 Mobile platform.  Here are the themes for upcoming releases, especially for Winter 2014. For Users: Find and update customer data finder – new customer lists, self-curated lists, more information on the list itself so you don’t have to go to the details view as often.  All of the […]

All this week I’m at Dreamforce, the annual Salesforce conference.  Salesforce has come a long way with their platform and they’ve recently introduced Community Cloud.  Community Cloud is an evolution of their portal product and includes many features that we see in other enterprise-class, horizontal portals. We are seeing a lot of interest in portals from […]

Salesforce Community Cloud can be used for a variety of applications, including sales communities, customer self-service, marketing campaign management, or anywhere you need portal, content and social combined into one experience. At Dreamforce 2014, Salesforce has been having a lot of sessions related to communities and I’ve seen a lot of communities focused on partners. […]

Zero Motorcycles needed a way to consolidate multiple partner-facing systems into a simplified user interface, track sales and monitor participation programs and automate workflows. As we’ve seen from other customers, partners had to login to multiple systems. Using Community Cloud, Zero was able to provide one interface for the partners to login into and get […]

Community Cloud is Salesforce’s newest and fastest growing cloud (until tomorrow). IDC has seen a huge jump in using social media to communicate with customers and respond to customer inquiries. The top 3 technologies that are planned to be used include discussion forums, public social networks, and online communities, which is where Community Cloud comes in. […]

Gartner has released its Magic Quadrant for Horizontal Portals 2014 and it contains some interesting surprises.  For the first time in several years, Gartner has moved IBM and Liferay ahead of the other vendors in both vision and execution ability. The leaders for 2014 are still the same leaders as in 2013 and 2012. For […]

One of the complaints we often hear about horizontal portal systems is they are complicated and feel “heavy”. What makes a system feel heavy and how can we lighten the load? In a typical portal application we have to integrate multiple applications, content and document management systems, security, search, personalization, page management, etc, etc. is […]

Last week Forrester published their first Wave on Digital Experience Platforms.   I was at the IBM Digital Experience Conference and it sounded like IBM was expecting good news from Forrester in this wave.   In fact, Stephen Powers from Forrester was the Keynote speaker at the conference and one of the principal authors of the […]

Brendan Callum, a director and whiz extraordinaire in our Salesforce practice, has a video out about what they did with Google Search and Salesforce. The video doesn’t go into a lot of detail but I find it extremely interesting that an appliance (older trend) searches the cloud (ongoing trend) in a secure fashion.  Of course, […]

  Many organizations need to setup relationships between objects in Salesforce.  In doing so, a choice must be made between a “Lookup” relationship and a “Master-Detail” relationship.  I’m often asked about these options, and how to decide which one is needed. Ask yourself these questions about your requirements: Do I want the visibility and edit-ability of my child object records to be […]

Making it easy for support teams to escalate issues and collaborate with engineering is one of the most common requirements we hear during Service Cloud implementations. More often than not – the engineering or development teams are using JIRA to track issues and manage the product backlog. So how do you connect Service Cloud with […]