Top 6 TrailblazerDX ’23 Takeaways! The Demand Chain team came back from last week’s major event in San Francisco excited and energized by what they experienced. Here are six key items they noted: 1. De-risking Org Merges: Merging Salesforce orgs can be a daunting task. Companies frequently push off these efforts to be risk averse. […]
5 Key Considerations CPQ (Configure, Price, Quote) is a centralized error free, automated platform for configuring, pricing, and quoting products for companies selling products or services. Implementing CPQ can deliver enormous benefits—here are five considerations to help you assess whether you need CPQ and how to set yourself up for a successful CPQ implementation. Signs […]
Save Time on Orders – Use a Custom Lightning Component to add/edit Products on Order Object/Sales Quote Like most manufacturers, your company likely has a complex and evolving catalog containing thousands of products. What’s more, you’ve likely added custom product fields beyond the fields native within Salesforce. Challenges When companies add or edit products on […]
Functionality Spotlight: Increase Customer Engagement with App Push Notifications Out of Salesforce Consumer Research Organization client helps consumer packaged goods companies with capturing consumer insights and feedback on existing products and new concepts. CHALLENGE Client recruits consumers to test and evaluate food products. Once consumers have been qualified and opted-in, client communicates with participants to […]
See related records in one interactive timeline with Time Warp! We recently implemented an interesting and powerful visualization app on our Salesforce instance called Time Warp. Time Warp provides a visual, interactive timeline of records, including Leads, Accounts, Contacts, Cases, Assets and any custom objects. The highly intuitive interface provides an excellent 360-degree view into […]
8 Tips for Leveraging Salesforce for Your Remote Workforce! To help companies transition to their newly remote workforce we polled our team of Salesforce experts to come up with a list of top tips, tools, and recommendations. Activate a Chatter Group – Don’t miss the potential of group think! Salesforce Chatter and Chatter Groups help […]
TIP #8: Use Trailhead To Power Remote Learning Keep your team’s business, tech, and soft skills sharp! Tip #8: Use Trailhead to Power Remote Learning: Salesforce has a gamified online learning platform called Trailhead. It is made up of modules or “trails” for training a variety of Salesforce users, from representatives using Service Cloud, to […]
TIP #7: Quickly Add Capabilities with AppExchange 8 Plug-and-Play App solutions for Your Remote Workforce Tip #7: Expand your core with AppExchange. Transitioning to a remote workforce can create challenges with tasks ranging from new employee onboarding to project management and coordination. Building out new capabilities and processes for these can be expensive and time […]
TIP #6: Implement Single Sign On (SSO) Improve Security and Protect Your Data! Tip #6: Implement Single Sign On (SSO).With the recent shift to a fully remote work environment, properly securing your data and information is more important and complex than ever. Thankfully your Salesforce platform was designed from the ground-up to support remote workers, […]
TIP #5: Recognize Your Team’s Heroic Efforts Celebrate Success Using Salesforce! Tip #5: Recognize your heroes. Our current chaotic environment creates daily opportunities for individuals on your team to go beyond expectations to meet the needs of customers (or fellow teammates). Yet, with everyone working remotely, much of this effort could go unnoticed. Plus, there […]
