Should I Get (Salesforce) 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 […]

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Considerations When Architecting A Solution Salesforce Solutions 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 […]

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What is Pardot? Salesforce / Pardot If you have worked with Salesforce or are familiar with marketing automation software, it is likely you have run across one of the hottest tools on the market … Pardot. Pardot is Salesforce.com’s marketing automation suite that helps companies engage with prospects and leads in a simpler and smarter […]

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Dogfooding Working with Project/ Agile Development Tools  Eating your own dog food, drinking your own champagne or using one’s own products or services. I have worked with several Project/Agile Development tools which I could devote this post to reviewing each but there are plenty of websites that do that. What I would like to do is […]

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Advanced Flow Tips and Tricks Salesforce Tips & 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 […]

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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, […]

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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 […]

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