At Dreamforce 2014, the Lightning Process Builder was unveiled. This is a true landmark step for Salesforce, as it opened up a huge platform for system administrators and consultants to build highly complex processes with clicks, not code.
The new Lightning Process Builder has two main features that stand out. The…
Salesforce Service Cloud comes standard with fairly limited automation, which doesn’t completely show smaller, less experienced businesses what the system can achieve. While working as a consultant, I found and have seen several easy-to-implement workflows that can greatly reduce admin tasks, limit human error and provide an overall smoother experience. Here are my brief…
Every Salesforce Administrator or consultant needs to know how to get data in and out of Salesforce. Did you know there are quite a few applications to help you do this? Salesforce provides several data loaders that have unique applications for different ways to upload and export your environment. To determine which data…
Will IT spending increase in the New Year?
Yes, but “how much” depends on who you ask. Different industry surveys show somewhat different outlooks for IT budgets in 2015. What’s clear is that some technologies (hint: security) will attract much more investment than others.
Periodically, sales executives may have trouble nudging their sales teams to go the extra mile and close a few extra deals. Sales requires high energy all the time, and at times, it’s only human to need special motivation to push through the periods of mundane.
Insert a group of Salesforce…