Deepest Gratitude – Happy Thanksgiving!
I’ve been a firm believer in gratitude and recognizing one’s blessings every day. Some days it appears as though none exist and those are the days one needs to look the hardest and give extra thanks. Thanksgiving provides us an opportunity to step back and be grateful for life’s twists
Top 4 Reasons Customer Experience Creates Opportunity
Why do businesses make purchases? Most times, it’s need-based – we need a better way to interact with our customers. Sometimes there’s a desire component – I’ve worked with this company/product before, and really want to again. And finally, sometimes there’s a budgetary component, but most times, the focus isn’t
Getting Started with Salesforce Flow – Part 80 (Auto update Chatter Email Settings)
Big Idea or Enduring Question: Chatter is a great way to boost collaboration in your organization. Users can post a status, links, files, and comments on other’s posts. We can also add users to chatter groups. Chatter can email you every time someone follows you, posts to your profile or
Why Is Accounting Automation Now A Business Requirement
Click a button and it’s done – automation is a simple solution to very timely, and often complicated processes. This is especially true for accounting. But more than that, it’s a testament to how applying automation can inherently strengthen the function itself and its value to an organization. Let’s look
Getting Started with Salesforce Flow – Part 79 (Salesforce Flow Naming Conventions)
As a declarative programmer, you always want to create clean flows where naming has to be appropriate so that any other programmer can find it easier to read the flow and understand. Now, this may seem meaningless to you but think about a situation where you are investigating a flow
Getting Started with Salesforce Flow – Part 78 (Auto Forward Records to a Connection)
To understand how to solve the same business use case using Process Builder. Check out this article Getting Started with Process Builder – Part 10 (Auto forward Records to a Connection). Big Idea or Enduring Question: Salesforce-to-Salesforce is a natively supported feature of the Salesforce Platform and easily enables two
Getting Started with Salesforce Flow – Part 77 (Running Lead Assignment Rules From Salesforce Flow)
To understand how to solve the same business use case using Process Builder. Check out this article Getting Started with Process Builder – Part 49 (Running Lead Assignment Rules From Process Builder). Big Idea or Enduring Question: How do you run the lead assignment rule from the Salesforce flow? Lead