One of the many aspects that many don’t consider when managing Salesforce is protecting your data from loss or corruption. A CRM system is only as powerful as the data you hold in it. Continue reading “The cost of not having a data backup”
In Spring’19, Salesforce is introducing an update to the flow designer moving it out of flash and into the world of lightning. Continue reading “Why the New Lightning Flow Designer is a Game Changer”
Knowing how many leads convert to opportunities is just the start of your lead conversion metrics journey.
Deep diving into more detailed metrics will help you optimise revenue from converted leads, figure out what’s working and what’s not, and work out when marketing and sales are wasting valuable time on non-productive leads. Also, they’re easy to implement. Let me talk you through them:
Lightning has now moved on massively to become the premier interface for Salesforce. As such, there is not even a discussion for new arrivals on Salesforce; Lightning is definitely the best option.
Salesforce DX and 2nd Generation Packaging are transforming the development process on the platform. Here’s a tip to help with some of the long-running processes (e.g. building a package version). Continue reading “Salesforce DX Desktop Notifications for Mac”
I am involved in a lot of Salesforce Sales Cloud projects, from initial implementations to rebuilds and refreshes; and everyone will at some point include a discussion about Opportunity Stages. As such I wanted to share some of my learning and suggestions to help you get the most of this vital element of Salesforce. Continue reading “Opportunity stages, how to get them right”
With the nights drawing in, the air getting colder and the countdown to Christmas starting (what, wait, did I just say Christmas?!), it can only mean one thing, the Winter ’19 release is upon us ☺. Continue reading “Winter ’19 Release Blog”
Salesforce Automation Overview
Salesforces success is largely due to its unrivalled customisation options. The CRM solution can be moulded to your unique business processes, allowing for immeasurable customisation options.
Salesforce doesn’t break this trend when it comes to automation. Continue reading “Salesforce Automation Overview”
Another acquisition has taken place by Salesforce and this time it focuses on Marketing, Marketing Cloud to be specific. It is likely though that the abilities this adds will be seen throughout the Einstein ecosystem at some point soon.
Dependency injection using Custom Metadata Types is a great way to write code on Salesforce that is easily extensible. Even if you never actually end up extending your design Continue reading “Parameterised Dependency Injection via Custom Metadata Types”
With the amount you can read on each Salesforce release and Microsoft slowing their release cadence for Dynamics 365 to be slower than Salesforce and Oracle, it seams like a good time to look at why the release cadence is important. Continue reading “Why is Release Cadence Important”
The choice between writing custom Apex code or using declarative tools in Salesforce has always been a difficult one to make. Process Builder is capable of more than Workflow was, but it came at a big performance cost. In this article, Roger Mitchell measures that performance cost again. And it looks like things have improved considerably since 2016. Continue reading “Performance Testing of Process Builder vs Apex”