What is Salesforce.com?

I find that this kind of defining question seems simple enough, but so many people (even supposed experts) really do not have a grasp of the words they seem to use each day. Words they take for granted. You’d be surprised what kinds of answers I get when I ask people to define the word “shirt”. And you’ll really enjoy watching as I ask them what Google is. Even before the restructuring and introduction of Alphabet, very few people would say (or recognize/internalize) that Google is a company — as opposed a website or search engine — a brand with multiple offerings. In … Read More

Salesforce Lightning Experience Experts and Early Adopters

Lightning Experience banner

While we were at Dreamforce 2015 this year, M&S was given the unique opportunity to see first hand the beautiful new UI released by Salesforce. The new “Lightning Experience” brings a much-needed refresh to the Out-of-Box UI that users of Salesforce have come to know and begrudgingly accept. With its fresh new look, powerful selling tools, and Salesforce1 Mobile readiness, Lightning is the next big enhancement for any CRM user. M&S has already begun enabling and implementing Lightning both internally and for our current Salesforce customers. Let us help you with your CRM needs and integrations, and take you on … Read More

Leveraging the Power of Salesforce External Objects

Here at M&S we are working on a ground-breaking new project containing multiple data sources being brought into one Salesforce org and displayed using Visualforce with Bootstrap CSS. A crucial and challenging area of our client request involved not replicating data from external enterprise systems by storing it in a Salesforce Object (neither Standard nor Custom). This led us to the use of Salesforce External Objects. External objects are similar to custom objects, except that they map to data that’s stored outside your Salesforce organization. Each external object relies on an external data source definition to connect with the external … Read More

Salesforce.com Gets A New User Experience and New Features in Winter ’16 Release

How salesforce will look with it's new UI on different devices

Despite being such a highly used platform, Salesforce.com’s user interface has been lacking for quite some time. So, we were excited to hear that they are getting a whole new UI starting October 17, 2015 that is a more modern user experience. This update will also have new features designed to help you sell faster, be more productive, and make better decisions.There will be more than 55 re-imagined Sales Cloud pages and 25 completely new features launching with the Winter ’16 release. The Lightning Framework allows developers to build slick UI’s using the Lightning Design System, the Lightning App Builder and … Read More

Salesforce Identity

Salesforce Identity

Many businesses have come to integrate SSO (Single Sign-On) services into their organization allowing their employees to have a single point of login for company products. Traditionally this requires an Identity management service, like Active Directory, hosted on a server within the organization. Now there is another option, Salesforce Identity. Salesforce Identity acts like a traditional service or identity driven SSO, allowing employees to use their Salesforce login credentials to access different services offered by their organization. The best part about Salesforce Identity is that if you already have an Enterprise addition of Salesforce, you already have the ability to … Read More

Explore the Force.com platform with Trailhead

Explore the Force.com platform with Trailhead

Are you a Salesforce.com Administrator, Developer, Solution Architect, or Business Analyst? If you want to learn more about the Force.com platform, explore Trailhead. Trailhead is an innovative way to learn about the Force.com platform — whether you are new to the platform or want to dive deep, you can test your knowledge of the platform while earning points and badges to celebrate your achievements. There are about 18 different modules (as of Apr ’15) you can pick and choose from. Each module consists of different tutorials and challenges. Some important modules are listed below: Force.com Basics Formulas and Validations UI Customization … Read More

Salesforce1 Lightning Overview

Salesforce1 Lightning Overview

Salesforce1 Lightning is the fastest way to build enterprise apps. Introduced in October 2014, Lightning is the newest release of the Salesforce1 Platform. Lightning is one monolithic app built on a component framework that can be leveraged to build enterprise apps very rapidly. The Salesforce1 mobile app was entirely rebuilt using Lightning components. Some features of the Salesforce1 mobile app include: Responsive UI across devices Component-based apps Highly extensible and customizable Available everywhere (on smartphones, tablets, within a desktop client aka web browser)   Salesforce1 Lightning comprises of: Lightning Connect Lightning Process Builder Lightning Components Lightning App Builder Lightning Connect … Read More

Creating Tasks from Apex in Salesforce

Creating Tasks from Apex in Salesforce

Tasks in Salesforce.com are a powerful tool that can help users and managers in the environment complete assignments associated to business processes. You can create tasks manually, through workflows, or custom Apex code. In this blog, we are going to show you how to create a task via Apex Code. When creating a new Task, you will need to include all required fields from the Task object. By default the Subject, OwnerId, Status, and WhatId fields are required, and will need to be included in the Task creation, along with any other fields your organization have marked as required. The … Read More