During normal operations, a mid-sized consulting firm needs to track and report on several different parameters regarding their employees. The disparate data on employees reside in several different systems, making access, and review a time-consuming process. As the COVID-19 event unfolds, the company’s managers find themselves needing more data points for evaluating and monitoring employee productivity, morale, and efficiency. Several new fields are added to the various systems, many of which will remain after the pandemic is resolved. While this provided useful data points, it exacerbated the challenge of having multiple systems. Using a tool that we created, our team … Read More
Creating Useful Reports by Combining Salesforce and Financial Data
Problem Solved: short stories about helping our customers solve their IT challenges. A wireless telecommunications provider uses Salesforce as their CRM platform and requires a high degree of sophistication in order to meet their reporting needs. Out-of-the-box reporting capabilities in Salesforce were not able to combine Salesforce and financial data in a way that executives needed on a regular basis. Our implementation of Tableau is able to integrate the data their leadership needed out of both systems, enabling robust reporting with simplified views that are exported to Microsoft PowerPoint and delivered to executives on a weekly basis. As a result, … Read More
Healthcare Data Provider’s Ailing Salesforce Environment Nursed to Health
Problem Solved: short stories about helping our customers solve their IT challenges. A US healthcare data service provider manages multiple vendors in their Salesforce system, requiring cross-departmental coordination. Any delays negatively impact the company’s operations. Due to conflicts between departments, the Salesforce application did not have one consistent business process. Approvals for new vendors were not directed to the right people, and the status of these approvals was not effectively managed, tracked, or communicated. This wasted valuable time. Our team designed and implemented a single streamlined process using out-of-the-box Salesforce automation tools, including, visual flows, approval processes, email alerts, and … Read More
Quote to Cash (Q2C): 3 Ways to Move Your Business Forward
Quote to Cash (Q2C) touches multiple business departments and potential multiple technologies. Businesses that are looking for ways to support current state and growth are hungry for the solutions for their Q2C challenges. We believe that by partnering with a strategic partner who is willing to help you define your current state, tie your Q2C goals to business objectives, and measure ROI, you can seamlessly move your business forward in your Q2C journey. Define Q2C Current State Finding the solutions for your Q2C challenges is going to require looking at the process, product, people, and technology. It is important for … Read More
New to Salesforce? The Ups and Downs of Chasing Certifications
Salesforce professionals will tell you the importance of obtaining and keeping certifications. Certifications demonstrate a set of skills and knowledge that are valuable to peers or potential employers. For an organization, the process of obtaining and maintaining certifications ensures that the holder understands best practices and is up to date with changes to the platform. In short, a certification should demonstrate that the holder has a true grasp of the subject material. However, that is not always the case. The single-minded pursuit of certifications puts the focus on passing a test; often, the knowledge gained doesn’t translate into functional knowledge … Read More
Sharing Salesforce: Be a Multiplier
Thinking about sharing Salesforce with someone who is looking to “skill up for the jobs of the future”? Join in the Be A Multiplier movement. It is a great way to pay it forward, to blaze a trail for others to follow! Think about how you got your start in Salesforce. Likely, there was someone who had your back, encouraging you every step of the way. They were a Multiplier, willing to teach and reach others. You see, when you love what you do, people can tell. You’ll be telling everyone about it – even if you don’t realize it! … Read More
Building Dapps with Blockchain and Salesforce
Salesforce is the most popular and widely used CRM solution in the cloud, it has helped numerous companies automate their sales, marketing, and customer service processes to increase efficiency and productivity. Blockchain technology is a revolutionary breakthrough which promises to fill a lot of gaps in security and trust with the current supply chain, customer service, and financial systems space (to name a few). Combining these two technologies together will be a perfect marriage of an incredible end-user facing application which offers numerous options for ease of use across multiple consumption platforms, with a system of records that is impossible to … Read More
Increasing Code Coverage to Include Catch Blocks [Salesforce]
In Salesforce, it can sometimes be frustrating driving your Apex Class & Trigger Code Coverage up to get beyond the 75%, 80%, or 85%+ marks. Some of the more difficult parts of that process can be covering all scenarios to achieve this. In particular, this post focuses on code not executed within the try-catch constructs count against the overall Code Coverage calculations. With a simple refactor, we can remedy that without changing the underlying functionality of the core class — just the test class. The try-catch we will start with before our changes have the following format: try { // … Read More