Salesforce Spring ’18 Has Sprung

Salesforce Spring ’18 Has Sprung

Spring is on its way, which means the Salesforce Spring ’18 release has arrived, and with it, a number of key things we think our customers should be implementing. This was a big release in a lot of ways, and we will highlight a few key areas for each of the main clouds for customers to start thinking about.…

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Inventory Management with Salesforce CRM

In many cases, it makes sense to consider a dedicated inventory management solution that integrates with Salesforce CRM. In other cases, as I will illustrate in this article, Salesforce can be configured  to manage a moderately featured inventory management system while avoiding the complexity of an integrated solution—which often contain features that end up either completely or partially...

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Salesforce for Advertising Sales: 4 Ways Salesforce Can Help You Track Advertising Effectiveness

All out of the box Salesforce packages include essential CRM capabilities, but what many don’t know is that Salesforce can be enhanced and adjusted to fit the unique business needs of a given industry or business niche. In this post, we’ll look at four specific ways that Salesforce can be tailored to help those in the publishing industry (more specifically, those focused on...

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How Salesforce Administrators Can Use Visualforce Pages to Manage Trigger Execution

If you were to ask your project manager and your developer to define a trigger, and then compare their definition to yours, you’ll probably end up with three very different answers. Triggers are often a quick-fix for project mangers who know the declarative interface just won’t solve this one. Raise your hand if you’ve ever heard the phrase “just a quick...

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The Good Word on Unit Tests, HTTP Callouts, and Creating Test Data

So you want to mix dml inserts and make callouts in your tests? That’s Cray Cray! Here’s the low down on how to get around the “You have uncommitted changes pending please commit or rollback…” when trying to mix DML and HTTP Callouts in your test methods. First, a little background (and a health and safety warning) Sooner or later you’ll be faced with testing a...

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Raleigh Salesforce User Group July 2013 Meeting: Connecting all the Dots with FinancialForce, Success Community and Group Therapy

Last Thursday, the Raleigh Salesforce User Group got back to a standard educational luncheon, and while many of us were away on vacation, returning from vacation or preparing for vacation, we still were a hearty group of more than 50. Once comfortably seated and well-fed by FinancialForce, Jeff Beane, one of FinancialForce’s Enterprise Account Executives, explained how FinancialForce can...

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Raleigh Salesforce.com Users: Join Us at the Raleigh Salesforce User Group Meeting July 25th

Register now for the July 25th Raleigh Salesforce user group meeting, where you’ll learn about Salesforce tools and features that will help you increase user adoption, save time and make you a Salesforce superhero! FinancialForce will be with us to discuss how the growth of the cloud will impact back office applications such as Finance & Operations and why connecting the front...

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The Top Features of the Salesforce Summer 13 Release

As usual, the latest Salesforce release contains all kinds of beneficial updates and enhancements. Here’s a look at the ones I feel will be most beneficial to Salesforce users. What’s with all the Chatter about Chatter? At a March 2013 presentation, Salesforce CEO Marc Benioff claimed that Chatter would become the primary Salesforce.com interface.…

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Developing Salesforce Mobile Apps with RubyMotion

RubyMotion, a revolutionary new toolchain for native iOS development from HipByte, lets developers write iOS apps in Ruby, rather than Objective-C. It statically compiles ruby code to run on the Objective-C runtime, and because of this, RubyMotion apps have full access to all the public API’s and Frameworks available to traditional Objective-C developers.…

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How to Add Product Images to a Salesforce Quote

The standard Salesforce.com Quote functionality allows users to add images to line items within sales quotes. We recently helped a customer of ours set up their Products and Pricing in Salesforce.com, which included adding images of their products beside each item on their quote. It’s a simple, 4-step process, but there doesn’t seem to be a lot of available documentation on this feature (even...

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Using Salesforce to Track Agencies and Advertisers

We’ve previously examined how to forecast a full revenue picture in Salesforce. In today’s post, we’ll focus on how you can setup Salesforce to easily track relationships between advertisers and agencies. Relationship Basics Salesforce.com provides contacts and accounts, as well as the ability to classify accounts and contacts as belonging to an agency, advertiser, or brand.…

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