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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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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Data Dirty Dozen How to Mitigate CRM Data Quality Difficulties & Deficiencies As mentioned in a previous post CRM: An Introspective, the value of a CRM platform is dependent on successfully managing the quality of data put into it. Attempting to sell, market or serve a client with a baseline of bad data is an uphill battle. […]

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Integration Considerations for Every CRM Implementation Salesforce Integration/Implementation To get the most out of a Salesforce implementation, integrating it with backend systems is often necessary. Numerous tools are available to assist with the transfer of data between Salesforce and other systems, and they all have their pros and cons.  Regardless of the tool, an integration […]

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