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AutoQuotes is an online catalog application, popular in the foodservice equipment and supplies industry. The software creates and generates digital and printed quotes, purchase orders and product catalogs. While utilizing AutoQuotes is beneficial to many companies, it does not natively share this data with the organization’s CRM system. This cripples pipeline management and reporting, typically…
Optimizing Salesforce Can Be Challenging… The longer you’ve been using Salesforce, the tougher it can be to keep your orgs healthy. This is why optimizing Salesforce CRM is so important. One of the biggest challenges is simply knowing what potential items need to be reviewed. Some organizations spend hours every year to look through their org’s…
Our last post introduced the new Salesforce Lightning Editions. This post we’ll do a deeper look at Process Builder, bringing automation to Professional Edition. A quick recap of the changes to Professional Edition. Lightning Professional Edition Single Salesforce Console App Process Builder (5 Process per org) Custom Profiles & Page Layouts (2 profiles) 3 Record…
Back in February 2016, Salesforce announced changes in their edition pricing. In addition to announcing their prices increasing by 15% to 20%, new features are being added to each edition. These new additions have been branded as “Lightning Editions.” This does not mean you are required to use the new Lightning Experience UI. A Lightning…
The Lightning Process Builder is a Salesforce automation tool. For users who are familiar with Workflow Rules, the this tool is the next generation. Similarly to workflow rules, it allows automatic action to take place when a user creates or edits a record based on defined criteria. Unlike Workflow rules, you can “nest” multiple sets…
Brian Kwong, our VP of Delivery & Operations, presented at the Salesforce World Tour in Chicago Thursday. He introduced two use cases for combining Visual Workflow and the new Lightning Process Builder. Due to the time limitations, he was unable to provide a detailed look at how each of the Processes and Flows were built….
At Dreamforce 2013, Torrey & Brian presented a Salesforce session Data as an Asset with DemandTools & More. One of the principles we mentioned is what we call “Star Trek IT.” Simply put, you have Start Trek IT when your company has Enterprise requirements, but shuttle craft budgets. You can see the video on this…