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Case Study: Multinational Conglomerate Corporation providing medical, office, transportation and other products Need: Leadership needed more forecasting capability, improved sales tracking, and sales management tools. The Global Application Management System used for sales forecasting and expected sales delivery was becoming cost prohibitive. The system required significant overhead to support the reporting needs of the division. […]

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Case Study: Pharmacy Benefits Management Company Pharmacy benefits management company that helps people get the medicine they need to feel better and live well. Need: Client was experiencing service interruptions due to excessive system use and architectural deficiencies of QuickBase solution. The service team’s system was slow and required duplicate data entry at multiple touch […]

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Why you should care about partner status? For decades, software publishers leveraged partner programs for their resellers, often with tiers based on size, performance or other criteria. Some publishers managed complex programs involving training and certifications while others used it to recognize sales performance (and provide co-op marketing funds based on performance). As a client hiring […]

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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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Salesforce DX: What is it and how do I prepare for it? Salesforce DX, arguably the largest development to come out of the developer keynote at Dreamforce ’16, will change the way we developer applications within the Salesforce platform and the App cloud. Dubbed as “Continuous Development for Salesforce apps”, Salesforce DX consists of several […]

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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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Should I Get Certified? During my Microsoft development days I studied for, and eventually acquired my Microsoft Solutions Developer Certification (MCSD). Preparation for the certification exams were tedious but being certified was an important part of our corporate partnership with Microsoft. At that time I never quite grasped the value of certification on a personal […]

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Considerations When Architecting A Solution When architecting a solution one needs to be sensitive to develop something manageable and sustainable while leveraging the appropriate technology for the task. Salesforce continues to push the envelope at a fast pace delivering platform enhancements to leverage for solutions.  Therein lies a challenge, how does one keep up with platform […]

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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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