May 1, 2018

Salesforce is finally upgrading Process Builder error handling in the Summer ‘18 release. This is huge! Many admins leverage Process Builder to handle automation previously accessible by code. However, since the initial release a common criticism has been Process Build...

September 11, 2017

Let’s face it, there are certain limitations that Salesforce.com presents and it’s our job to figure out solutions. One limitation is the inability to track field history on Opportunity Products or Opportunity Splits. A specific example is when the sales price on the O...

August 8, 2017

Recently, we had a request to build a solution that concatenates a short text field into a long text field within Salesforce.com. The use case was to keep it easy to log weekly updates but save a running tally in a manager's view. While apex can handle this request I w...

July 13, 2017

If you are staying with Salesforce.com Classic, JavaScript is a great tool, but getting started can be intimidating.  At least for me it was. You build a button, Salesforce.com lets you save it, and then, you get an obscure ‘undefined token’ error.

I’ve found the best w...

June 27, 2017

What is Kanban?

Kanban is a visual representation of any listview within the Lightning Experience. Salesforce.com has made this customizable for any object with a picklist available. Whether you manage a sales pipeline or projects it’s interface allows the User to drag...

June 20, 2017

Linking Leads to Accounts in Salesforce.com

Many organizations share a common need within Salesforce.com of linking leads to existing accounts so their team can accurately gauge the entire sales potential of a customer and to ensure consistency in marketing efforts. Thi...

May 16, 2017

As I was learning Salesforce.com, I asked what would be a good skill to develop, to which the answer was custom buttons. I have to say, I’ve built some pretty awesome buttons in Classic version of Salesforce.  Alas, both URL hacks and javascript are not supported in Li...

May 8, 2017

Path, formerly Sales Path, is a great tool to leverage guided selling or on-boarding for teams who use the Salesforce.com platform.  Path provides assistance during the process by providing 'Key Fields' & 'Guidance For Success'. It quickly allows updates and friendly r...

May 4, 2017

Let's face it, to get a CRM to work well for an organization takes hard work.  Certainly the system needs to be configured to be as simple as possible, but the best CRM implementations require engagement at all levels from management, to end-users and of course system...

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