Case Study: Public Research University Solution: Salesforce App Cloud A public institution operating with the mission to change lives through research, education, and outreach. Need: This “Public Research University” has an extensive history with Salesforce, with multiple orgs providing functionality for various groups. To support the natural cycles of change at the institution, it needed […]

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Salesforce DX What is it and how do I prepare for it? Salesforce DX, arguably the largest development to come out of the developer keynote at Dreamforce ’16, will change the way we developer applications within the Salesforce platform and the App cloud. Dubbed as “Continuous Development for Salesforce apps”, Salesforce DX consists of several […]

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Geocoding Features Alexa: Check out Salesforce’s New Geocoding Features A few weeks ago, I was at my brother-in-law’s house checking out their Amazon Echo.  The kids were having a blast playing tunes and adding items to the shopping list.  Okay, maybe it wasn’t just the kids. I picked up an Echo and began tinkering with Alexa, Echo’s version […]

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Save Time with Native Salesforce Tools Salesforce Administrators usually wear many hats and at times it can be hard to gain traction. Here are a few quick tips to help check things off the to-do list faster. Login as any user If you haven’t already, look into enabling “Login as any User” from the setup […]

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Should I Get (Salesforce) Certified? During my Microsoft development days I studied for, and eventually acquired my Microsoft Solutions Developer Certification (MCSD). Preparation for the certification exams were tedious but being certified was an important part of our corporate partnership with Microsoft. At that time I never quite grasped the value of certification on a […]

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Considerations When Architecting A Solution Salesforce Solutions When architecting a solution one needs to be sensitive to develop something manageable and sustainable while leveraging the appropriate technology for the task. Salesforce continues to push the envelope at a fast pace delivering platform enhancements to leverage for solutions.  Therein lies a challenge, how does one keep up […]

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What is Pardot? Salesforce / Pardot If you have worked with Salesforce or are familiar with marketing automation software, it is likely you have run across one of the hottest tools on the market … Pardot. Pardot is Salesforce.com’s marketing automation suite that helps companies engage with prospects and leads in a simpler and smarter […]

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Change Management Process (Part 2) Salesforce Summer Release In Salesforce.com Change Management Process (Part 1), we touched on Environments and how to structure them. In Part 2, we will discuss deployment methods. There are multiple deployment methods available for Salesforce administrators and developers. This post will focus on Change Sets and Force.com Migration Tools. Change Sets […]

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Dogfooding Working with Project/ Agile Development Tools  Eating your own dog food, drinking your own champagne or using one’s own products or services. I have worked with several Project/Agile Development tools which I could devote this post to reviewing each but there are plenty of websites that do that. What I would like to do is […]

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Advanced Flow Tips and Tricks Salesforce Tips & Tricks By now, all administrators and developers should be familiar with Salesforce’s Flow capability. In brief, it’s a visual way of outlining and implementing a business process or set of tasks.  Flows are a great way for both administrators and developers to customize Salesforce to suit their […]

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