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Case Study: Technology Furniture Manufacturer Manufacturer of adjustable and innovative technology furniture that promote healthier, more productive environments for life and work. Need: A technology furniture manufacturer needed experienced Salesforce / CRM experts to guide the enterprise on system recommendations and strategy. There were complex integrations between Salesforce and M2K in place with only a […]

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Case Study: Public Research University A public institution operating with the mission to change lives through research, education, and outreach. Need: This “Public Research University” has an extensive history with Salesforce, with multiple orgs providing functionality for various groups. To support the natural cycles of change at the institution, it needed a new org strategy […]

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Alexa: Check out Salesforce’s New Geocoding Features A few weeks ago, I was at my brother-in-law’s house checking out their Amazon Echo.  The kids were having a blast playing tunes and adding items to the shopping list.  Okay, maybe it wasn’t just the kids. I picked up an Echo and began tinkering with Alexa, Echo’s version of Siri. […]

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Salesforce.com Change Management Process (Part 2) In Salesforce.com Change Management Process (Part 1), we touched on Environments and how to structure them. In Part 2, we will discuss deployment methods. There are multiple deployment methods available for Salesforce administrators and developers. This post will focus on Change Sets and Force.com Migration Tools. Change Sets Change Sets […]

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Advanced Flow Tips and Tricks By now, all administrators and developers should be familiar with Salesforce’s Flow capability. In brief, it’s a visual way of outlining and implementing a business process or set of tasks.  Flows are a great way for both administrators and developers to customize Salesforce to suit their business’ needs. With the […]

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Lightning Design System 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 to […]

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Salesforce for Nonprofits Nonprofits may not be considering Salesforce as a technology solution often enough. It is not surprising that the commercial sounding “Salesforce” platform gets overlooked. Nonprofits and higher education institutions can gain access to this leading technology at a fraction of the typical cost through different avenues. Salesforce Foundation The Salesforce Foundation’s mission […]

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Keys to Good Reporting Reporting is one of those areas where everyone needs to see something different. Top-level executives love the idea of a dashboard to let them know how each business unit is performing; Sales managers need to see how their people are performing and what the pipeline looks like; Sales reps want to […]

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Options for Pricing Flexibility There are a number of tools that Salesforce offers regarding pricing flexibility that you can grant to (or rescind from) users when determining a price. Default price per product Master line item: Every product defined in your product master has a “Standard Price” defined that will default into new product line items on […]

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