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 onContinue reading “How I Built That: Files Download Quick Link”
The client was blown away to see all the requirements listed and segmented by department.
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 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 aContinue reading “Tech Stack Talk”
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.
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.
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.
Better late than never, right? At least in most (read as: some) cases! My apologies for my disappearing act. With a month full of High Holidays, it was quite hard to keep up with things. Moving forward I will try to post regularly again. The feedback I have been getting is tremendous and I want toContinue reading “The ABC’s of Salesforce”
Dreamforce. Keynote. Dreamforce. Presentation. Dreamforce. Sessions. Dreamforce. Swag Dreamforce. Comfy Shoes. Dreamforce. Agenda Builder. Dreamforce. Saasy. Dreamforce. Dreamforce. Dreamforce. For the past few months, as excitement for Dreamforce 15‘ grew, these are just some of the ideas and terms floating around the cloud. The countless article, blog posts, tweets and videos could not do enough to prepare me forContinue reading “Dreamforce: My Highlights as a Newbie”
If you’re anything like me, or even nothing like me at all, you are probably logging into multiple sites each day – several times a day! On any given day, I can be logging into 4 Gmail accounts and 5 Salesforce instances. Remembering all those usernames and passwords can be quite a task. Enter LastPass*,Continue reading “LastPass: Making Magic of Passwords”