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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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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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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Change Management Process (Part 2) Salesforce Summer Release In Salesforce 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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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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Keys to Customer Buy-In Salesforce / CRM Implementations The father of a very good friend of mine passed away recently. While I didn’t know her dad very well, I knew he had a great relationship with his three daughters, his sons-in-law, and his grandchildren.  As I looked through the collage of pictures traditionally displayed at a […]

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Multiple Object Picklists Salesforce Campaigns In Salesforce fields are object specific. Standard fields and any custom fields you may create are contained within the object. Sure, you can use formula fields to display the values of those fields on other objects, and you can use lookups to access the data from another object, but when […]

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Change Management Process (Part 1) Salesforce Have you ever made a change in Production? How many times has that change caused more issues than you fixed? You’re not alone, many individuals have reached this point of frustration. Yet, I am here to tell you that there is a process that can help prevent this! Creating […]

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