Why you should care about partner status? Salesforce Silver Partner For decades, software publishers leveraged partner programs for their resellers, often with tiers based on size, performance or other criteria. Some publishers managed complex programs involving training and certifications while others used it to recognize sales performance (and provide co-op marketing funds based on performance). As […]

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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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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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KISSing for Better Solutions Salesforce As defined on Wikipedia, “KISS is an acronym for ‘Keep It Simple, Silly’ and states that most systems work best if they are kept simple rather than made complicated; therefore simplicity should be a key goal in design and unnecessary complexity should be avoided.” One of the many situations we […]

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Enterprise Wide CRM When discussing enterprise wide CRM with our clients, the conversation routinely turns to the concept of Single Customer View.  As you probably already know, each organization will naturally want to be a little different in their approach to realizing a unified CRM. However, based on the conversations we’ve had with our clients, […]

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