A 10-step Guide to Handling Even the Most Complex Salesforce Org Merges

A 10-step Guide to Handling Even the Most Complex Salesforce Org Merges

There’s no denying that the last few years have seen a flurry of mergers and acquisitions. With $2.1 trillion spent on acquisitions in 2017 and close to 7,000 completed M&A deals already for 2018, it’s clear that companies are combining, splitting, and re-combining at rates faster than ever before. All that deal-making can be exciting, but once the ink is dry, these newly merged entities...

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The State of CRM in Banking – Where We Are and Where We’re Going, Part 1

The State of CRM in Banking – Where We Are and Where We’re Going, Part 1

Last fall, I attended Dreamforce with a mission to review the state of CRM in Banking, and thus, immersed myself into all things Financial Services throughout the week. What I found was similar to what we wrote about last year and in 2016. Banks are still addressing the same overall types of challenges: building modern platforms to use the data in their legacy systems and building a culture of...

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Current Salesforce Mobile App Limitations and Potential Workarounds

Current Salesforce Mobile App Limitations and Potential Workarounds

As the digital marketplace landscape grows, a reliance on the mobile application is becoming an increasing trend with Salesforce implementations. We recently partnered with a client who was implementing Salesforce globally and relied on the mobile application as the primary source of daily access. Through this project, we uncovered a few unique differences in the mobile app compared to...

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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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Why Every Salesforce Admin Should Use an IDE

Why Every Salesforce Admin Should Use an IDE

In an effort to become a more powerful Salesforce administrator, I’ve recently been knocking on the door of the developer world. You don’t need to master Apex to take advantage of developer tools. My favorite trick has been using an Integrated Development Environment (IDE) to speed up manual tasks, such as creating thousands of fields in minutes. …

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Fun with the Force.com Migration Tool

Fun with the Force.com Migration Tool

If you haven’t used the Force.com migration tool to move metadata from one org to another you are missing out. While there are several ways to move metadata between orgs the Force.com migration tool is powerful and a great addition to your Salesforce toolbelt. There are tons of resources to get you going.…

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Why You Should Consider Moving to Salesforce Lightning

Why You Should Consider Moving to Salesforce Lightning

For over 16 years, the look and feel of Salesforce has remained fairly consistent. In 2015, Salesforce began promoting its new platform – Salesforce Lightning. Although long time users may have grown accustom to the classic user interface, Salesforce has developed a modern UI that brings new features, increased productivity, faster deployments, and a seamless transition across desktop...

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Lightning Test Execution – Lightning Component Testing with Jasmine JS

Lightning Test Execution – Lightning Component Testing with Jasmine JS

Santosh Kumar Sriram, an experienced consultant based in our San Francisco office, recently spoke at the Salesforce Developers Group meeting on Lightning component testing. Salesforce does not yet have a standard testing framework for Lightning components in GA, so Santosh came up with his own testing framework using Jasmine JS, which he calls “Lightning Test Execution.” In this...

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The Unsexy Side of Fintech

The Unsexy Side of Fintech

Fintech usually has a sexy connotation associated with it, so last week when I was in New York speaking at Bank Director’s FinXTech conference, I enjoyed the irony of being on a panel to discuss “The Unsexy Side of Fintech.” The conference primarily focused on discussing the impact of Fintech on the Financial Services industry, the current state of innovation, and what’s...

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