Referenced in the previous blog post on “Center of Excellence Model for Salesforce”, critical to accomplishing a solid global deployment of Salesforce, it is important to understand release management in the cloud and how best to execute in this model. This blog will focus on a modern way of handling release management in the cloud Learn More »
Recently, I had the opportunity to work with customers that realized they needed to set up a “center of excellence” (COE) and did not know where to start. A center of excellence model for Salesforce can provide a structure and base to help deploy a large global roll-out of the tool and process. You can use a Learn More »
As most of you are aware by now, next week is Dreamforce 2014 will be upon us. You hear about it all year, but the time now and over 100,000 people will descend on San Francisco looking to be inspired, motivated and quite frankly for some, to party. Dreamforce is more than just a vendor conference. It grown so Learn More »
Technology needs new role models. It has been almost 100 years since women were granted the right to vote in the United States but we are still lagging behind in so many ways. In IT, women are still very much in the minority. In Infrastructure, it is not uncommon to see ratios as low as Learn More »
Often times, I meet customers who have been using Salesforce for their business and still have questions or struggle with the basics of using application (CRM, Force.com, Marketing Cloud ect). Even as a former customer prior to joining Salesforce, I never fully took advantage of all the online courses and tools SalesforceU publishes for its customers. Currently, Learn More »
Having recently visited London and a bit of the countryside of the UK, I thought this would be a great time to discuss a bit about the Salesforce EMEA expansion and their big moves of late in this critical global market. I had the opportunity to both live and help deploy Salesforce in EMEA for a Fortune Learn More »
A quick and straightforward way to make a positive impact for your Salesforce users is to use Roll-up / Summary Fields. In short, Salesforce Roll-up Summary Fields are snapshot aggregations of child records. They help quickly show information like: “What is the Quote Total Price?” (Salesforce built-in sum of Quote Line Item – Total Learn More »
How to study for the Salesforce Service Cloud Consultant Exam ……I thought was a perfect blog post for this week considering what has happened recently. First, Sanjoy did a great guest blog last week on the Salesforce Service Cloud and this month I just passed the Salesforce Service Cloud exam. With that, it made perfect sense to Learn More »
The Salesforce Service Cloud for customer support is critical these days in today’s economy. Salesforce Service Cloud has many tools that can help take your customer service operations to the next level. Typically companies invest in contact centers where call center agents offer support to customers over the phone. But these days, customers need quicker answers and solutions and Learn More »