KISSing for Better Solutions Salesforce As defined on Wikipedia, “KISS is an acronym for ‘Keep It Simple, Silly’ and states that most systems work best if they are kept simple rather than made complicated; therefore simplicity should be a key goal in design and unnecessary complexity should be avoided.” One of the many situations we […]
Enterprise Wide CRM When discussing enterprise wide CRM with our clients, the conversation routinely turns to the concept of Single Customer View. As you probably already know, each organization will naturally want to be a little different in their approach to realizing a unified CRM. However, based on the conversations we’ve had with our clients, […]
Keys to Customer Buy-In Salesforce / CRM Implementations The father of a very good friend of mine passed away recently. While I didn’t know her dad very well, I knew he had a great relationship with his three daughters, his sons-in-law, and his grandchildren. As I looked through the collage of pictures traditionally displayed at a […]
Multiple Object Picklists Salesforce Campaigns In Salesforce fields are object specific. Standard fields and any custom fields you may create are contained within the object. Sure, you can use formula fields to display the values of those fields on other objects, and you can use lookups to access the data from another object, but when […]
Change Management Process (Part 1) Salesforce Have you ever made a change in Production? How many times has that change caused more issues than you fixed? You’re not alone, many individuals have reached this point of frustration. Yet, I am here to tell you that there is a process that can help prevent this! Creating […]
Measure Twice – Cut Once Salesforce Data Migration I was recently asked, “How long should a simple data migration take from a legacy CRM system to Salesforce?” The answer is that there is no magic number that quantifies how long a data migration will take between systems (simple or complex). Not the ideal answer but […]
Lightning Design System Salesforce Developers: Get Your Creative On! Throughout the years I’ve worked on my share of programmatic solutions ranging from internal time card applications, processing and streaming presentations, high throughput and robust middleware integrations as well as high profile community oriented sites. The common denominator of those projects? Loathing the fact of having […]
Integration Considerations for Every CRM Implementation Salesforce Integration/Implementation To get the most out of a Salesforce implementation, integrating it with backend systems is often necessary. Numerous tools are available to assist with the transfer of data between Salesforce and other systems, and they all have their pros and cons. Regardless of the tool, an integration […]
A Best Place to Work Where You CAN Have Your Cake and Eat It Too In August of 2015, I walked into a reception that I never expected to be invited to. Nine other Demand Chain team members and I strolled through a set of glass doors into a large private airplane hangar roaring with […]
Professional & Enterprise Salesforce Professional and Enterprise Editions Congratulations! You just made the decision to utilize Salesforce as your company’s customer relationship management (CRM) platform! Now you are presented with the daunting task of trying to determine which edition is the best fit. Salesforce is an extremely flexible platform, not just in terms of functionality, but […]
