Reasons To Integrate Salesforce

When we integrate something we are connecting two applications or systems together so they can talk to each other and share data.

There’s a lot of business benefits to integrating Salesforce with other systems whether it be your enterprise resource planning system (ERP), your accounting software (Quickbooks, Simply Accounting, etc), or even your case management system.

Declutter Your Salesforce Org

Decluttering Your Salesforce Org

Salesforce orgs tend to become cluttered with technical debt and functionality that is no longer being used. The longer the technical debt and unused functionality is allowed to exist the more expensive it becomes because of confusion, complexity, and potential project delays.

In this blog post, we have a look at how to identify technical debt and how to begin removing it.

Salesforce Logo

Everything You Need to Know About Salesforce Relationship Types

When building a database it’s so important to build the right relationships between database tables. What this means is that when we’re creating relationships between objects is that we’re deciding how they will be associated with one another. Salesforce has a very similar concept, which shouldn’t really be a surprise considering there’s a database powering the entire thing!

5 Ways to Increase CRM Usage

5 Ways to Increase CRM Usage

Implementing CRMS like Salesforce into an existing company can be really challenging if users aren’t interested in using it or resistant to change. I recall the first time I integrated Salesforce into an organization, we had a very difficult time getting the sales staff to actually use it. Eventually we found a way to get staff interested in using the CRM and stop using Google Docs or Excel sheets.

Using Promises in Salesforce Lightning

Using Promises in Salesforce Lightning

It’s no secret that Salesforce Lightning is changing the way we develop for Salesforce. At Dreamforce 2014, Salesforce introduced Salesforce Lightning and it is proving to change a lot of things we do on the platform and I’m sure it will make things a lot better for users in the long term. If you aren’t already familiar with Salesforce Lightning then you need to read my post called What is Salesforce Lightning.…

Beginner's Guide to Understanding CRM

A beginners Guide to Understanding CRM

In the days of early computing, it was rare that companies would have a way of communicating with their customers that would scale as the company grew. Everything went into different “data silos” that wasn’t necessarily accessible to the right person at the right moment. When I started my career, I worked on phone systems that were mostly being used by mortgage brokers that usually worked off of lists of potential customers in excel.

Usually the brokers had no insight into how things were going or would go unless they kept adding columns for notes each time they called or emailed the person. If the mortgage broker worked on a team or had a manager – it was nearly impossible to coordinate how things were going because everything was based off of the data or papers even that one employee would keep on their computer or on their desk.

Advanced Apex Programming

Book Review: Advanced Apex Programming

It’s no secret to those that know me that I read a lot and spend a lot of time gathering knowledge and honing my craft. I believe I own and have read most of the books on apex and salesforce that are available right now. Advanced Apex Programming by Dan Appleman is definitely the most advanced book for programming on Salesforce and Force.com. …

How I stay informed of Salesforce Changes

How I stay informed of Salesforce Changes

Salesforce does three major releases per year which often include hundreds of changes whether they be bug fixes or new features. Staying on top of what is changing is very difficult as the company continues to expand and is consistently enhancing the platform.

As a professional it’s part of our jobs to stay current on what is available in Salesforce and what may change in the next year or few years. …