This article suggests that bringing Sales and Marketing together within a business through the sharing of data and aligned processes can generate huge opportunity and revenue benefits. Makes sense, doesn’t it?
Continue reading “Does your Business have a truly aligned and integrated Sales and Marketing team?”
It’s really easy to read a lot of information and decide your business needs to change, but effective change takes more than desire. The best Salesforce implementations we’ve seen have resource dedicated to them – both in time and personnel; firm-wide buy-in (especially from senior management), and perhaps most importantly a thorough analysis of the business requirements, existing processes and what’s important to the company. Spend time analysing your processes, your corporate vision and company engagement. Look at how things are done, and how they can be improved. Do your due diligence on a range of tools and make sure you choose a solution that fits your needs – not just for now but for the long term.
Once the solution has been chosen, find end-users who can drive the project and adoption within the company – don’t leave it to external resources or senior managers to enforce usage.
Truly investing in a process of change is such a key element of a successful implementation – and that doesn’t just start when the contract is signed or end when the tool is in place.
Formulating a case for change requires honest introspection about ‘how things are done’ as well as where you want to go. Vigorously questioning how your firm co-ordinates client interactions; how well you listen to clients; how you collaborate internally and so on, goes a long way in understanding the inherent client focused culture in the firm. It’s important to realistically judge the firm’s genuine readiness before investing time and money in a new system.
Non-developers won’t care (except that development happens more smoothly), but I’ve been waiting for this one…
Continue reading “Deploy from Salesforce to Source Control with Gearset”
Geocoding addresses in Salesforce gives you the ability to do neat things like show which Accounts or Contacts are near to each other, or near to your current location.
With Salesforce’s latest failed acquisition Mr Benioff speaks out against what is seeming to be a data monopoly from Microsoft.
Continue reading “Salesforce CEO Urges Extra Scrutiny of Microsoft’s Acquisition of LinkedIn”
This is something I often get asked and without a detailed knowledge of the Salesforce platform, it can be a difficult thing to work out.
Continue reading “When you need custom Salesforce code – and when you don’t”
I’ve always been wary of Process Builder. My objection is that Process Builder’s main advantage is also its greatest weakness: It offers the power of writing code, without writing code.
Continue reading “Should we use Salesforce Process Builder at all?”
Interesting article about why salesforce.com won’t be attempting to acquire Twitter.
Continue reading “CEO Mark Benioff explains why salesforce.com will not be bidding for Twitter”
Our very own Salesforce consultant, Kerry Watt, tells us about her introduction to Heroku and how it could help transform your business.
Continue reading “Heroku – One less headache for your developers?”
6pm Tues London meet up said the email, another date! Is he going to be tall, dark and handsome? Actually it really doesn’t matter because this isn’t a normal date. Through meetup, each month a community of Salesforce people (who are the lifeline for businesses, setting up and administrating their Salesforce platform) have the opportunity to get together to chat, share experiences/challenges and discuss what’s new in the world of Salesforce.
So if you are new to Salesforce or an expert (like me!) then why not try a new type of date this month!
Whether you are a member of an in-house team or employed as an external consultant, we all have something in common. That is, keeping up to date with a continually evolving platform and the need to learn and share our experiences of best practice.
Is compliance something that is important to you? If so, many people may not realise that standard field history tracking in Salesforce is kept only for 18 months. This is clearly insufficient in most regulated industry scenarios. It is possible to use Apex in this scenario to write changes into a separate object however if you need to audit changes across your system for 7 years then you might need to consider the ‘Field Audit Trail’ add-on.
Use Salesforce Metadata API to define a retention policy for your field history. Then use REST API, SOAP API, and Tooling API to work with your archived data. For information about enabling Field Audit Trail, contact your Salesforce representative.
Field history is copied from the History related list into the FieldHistoryArchive object and then deleted from the History related list. You define one HistoryRetentionPolicy object for your related history lists, such as Account History, to specify Field Audit Trail retention policies for the objects that you want to archive.
The majority of marketing teams do not spend enough time analysing data whether it be reporting on campaign performance, scoring leads or building customer personas. Salesforce’s new AI tool aims to utilise machine learning to do all that for you. Can’t wait to see it in action! Continue reading “‘Salesforce Einstein’ is one step closer to truely automated marketing”