Harnessing the Power of Salesforce Flows for Custom Opportunity Roll-Ups
Harnessing the Power of Salesforce Flows for Custom Opportunity Roll-Ups A recent client project presented a scenario that many businesses require: aggregating data from the Opportunity to the Opportunity’s primary contact based on the Opportunity Type. We needed to account for the existing client data, as well as any future Records that would be created. […]
Salesforce Flows: Revolutionizing Automation
Salesforce Flows: Revolutionizing Automation In the constantly evolving landscape of Salesforce, automation remains a core focus. Enter Salesforce Flows – the platform’s next-gen tool aiming to revolutionize how businesses visualize and implement automation. This tool is more than just a buzzword; it’s a testament to Salesforce’s commitment to enhanced user experience and efficient process management. […]
Unleash the Potential of Cross Filters for Enhanced Salesforce Reports
Unleash the Potential of Cross-Filters for Enhanced Report Creation Cross Filters is one of my favorite reporting features in Salesforce, offering a secret magic for reporting, data quality, and internal management. In this blog post, we will explore the incredible potential of Cross Filters in Salesforce and how it can revolutionize your reporting capabilities. Understanding […]
Salesforce x Netsuite Address Sync
Salesforce & Netsuite are monster tech names and integrating the two systems is a real beast. While they both have powerful APIs for custom development, there are other ways to connect the systems. Recently, we worked with a client that uses Netsuite for as their ERP. As their business expanded, they wanted to implement Salesforce […]
Salesforce x Netsuite Integrations: What Are Your Options?
There are several ways to integrate Salesforce and NetSuite, including using custom development and integration platforms.
Do You Slack?
Do You Slack? There are multiple ways to integrate Slack with Salesforce and other applications. As adoption of Slack increases, more companies are investing in integrating with it. Salesforce has some native capabilities and can trigger Slack posts through Flow. There are also third party platforms such as Workato which enable you to integrate multiple […]
How I Built That: Files Download Quick Link
A recent system review with a client revealed a tedious and repetitive task. The client’s org contains Files related to a Custom Object we will call “ObjectX”. These Files are XML format and therefore cannot be previewed directly in Salesforce. To view the File, a User needs to access Navigate to Files Related List>Click on […]
Business Review….Always
The client was blown away to see all the requirements listed and segmented by department.
Working with Workato
With Workato, we were able to receive SMS data from Twilio, process the content based on the business requirements, and then take action in Salesforce.
Tech Stack Talk
Tech stack decisions is an important conversation in all technology, with many additional nuances when it comes to Salesforce. In the Salesforce development world, there are out of the box offerings, Salesforce Clouds, custom build, and Appexchange as the primary options. Choosing to custom build, say over using an App on the Appechange is a […]
Datify Your System – Part 2
With Dynamic Forms, you can create a single Lightning Record Page that will dynamically show field components based on record values, the user viewing the record and other conditions.
You ask Why. I ask How.
Transitioning or optimizing a company’s technology should not be a lateral move from system A to B. It should be a time to re-design their processes with business metrics in mind.
Apsona: Mail Merge that Works for YOU
The concepts covered in this session can easily be reused and optimized for your own company’s needs.
Datify Your System – Part 1
With Lightning, there are many new incredible tools and features that can be leveraged to optimize the data experience in your Salesforce org! Join us as we explore some of our favorite features.
A Salesforce Admin’s Guide to Deleting Apex Triggers in Production
A Salesforce Admin’s Guide to Deleting Apex Triggers in Production Introduction Salesforce platform administrators sometimes face the challenge of deleting Apex Triggers in production. This can happen when they need to uninstall Managed Packages that generate Apex Triggers during installation. This blog post serves as a comprehensive guide to navigate this task efficiently, including how […]
Salesforce x Netsuite Address Sync
Salesforce & Netsuite are monster tech names for large corporations and integrating the two systems can be a real beast. While they both have powerful APIs, there are other ways to connect the systems. Recently, we worked with a client that had been using Netsuite for several years as their ERP. As their business expanded, […]