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.
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.
Where Have I Been?
This month I celebrate 9 years with Salesforce. 🥳 I reflect on my journey, my initial introductions, and where I am today. Salesforce has literally transformed my life on so many levels.