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 […]

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 […]

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.