The weather may be getting colder, but CPQ is still hot

Having attended my 14th annual Dreamforce this year, while it may have looked a little different than in the past, we were still able to dive into the trends that are shaping business post-pandemic.   It was a great experience to be together with the Salesforce Community again, even if it was outside on the street…

Read More

Permissions – Where do I start?

Are your employees unable to access the new application you built for them? Are your managers unable to see the work of the employees they manage? Are your customer service teams struggling to collaborate together on a case? If any of these situations apply to you, you may have permission issues within your Salesforce org.

Read More

Customer Service in Salesforce Consulting

I like to say I grew-up in a Call-center. I have been working in the Salesforce consulting space since 2011, but before that I worked my way through a variety of jobs in a call-center. One of those jobs taught me Salesforce, and for that I will be forever grateful. It was in the call-center…

Read More

Solving the Mystery of Lightning

Many Salesforce users have heard about the Lightning platform, and are possibly using it, however, they don’t understand exactly what it is. For most people, there is a mystery surrounding Lightning. Is Lightning a new User Interface? Is it a new way to build applications? Does it work with Salesforce Classic? The short answer to…

Read More

Simple tasks to ensure that critical customer data and metadata is properly protected when executing a major or minor release to production in Salesforce

While this subject seems to be a no brainer for most experienced Salesforce consultants, this happens much more than we care to admit. We are constantly building solutions that have many moving parts managed by, potentially multiple, teams located throughout the world or even in the same building. Configuration is constantly being pushed through the…

Read More

Salesforce Practice 2019 Year in Review: Success Stories

Our practice saw a huge uptick in customers who wanted to enhance their Salesforce experience. How could you blame them? Salesforce CRM is the powerhouse for data! Three hot products for our practice this year were CPQ, Field Service and of course, integrations. Let’s look at some of the success stories of 2019 here at…

Read More

Demand for Einstein Analytics on the Rise

Rapid growth in available data has increased the amount of time and sophistication necessary to make sense of enormous data. Making this data actionable has become its own industry. Demand for artificial intelligence (AI) is burgeoning quickly. According to Statista market research, the market for AI will increase from $9.5 billion in 2018 to $118.6…

Read More

Lightning Interface: Are you ready for it?

Salesforce enthusiasts believe that companies moving over from Classic to Lightning Interface will be a major trend in the Salesforce ecosystem in 2019. Will you be a trendsetter for your company? If you are unsure, just know, the hype is real! However, as exciting as it may be, there are things to take into account…

Read More