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Salesforce CRM Blog

TECHNICAL | BUSINESS | GENERAL

Salesforce CRM Blog

TECHNICAL | BUSINESS | GENERAL

Creating Reports in Salesforce

Creating Reports in Salesforce

Are your salespeople still giving you spreadsheets for their forecasts? Are they spending hours a week compiling the information you need? Then stop using Salesforce as a rolodex and start using it was designed, as a forecast tool.

Looking for the right data from read more…

Which Salesforce Edition am I Currently On?

Which Salesforce Edition am I Currently On?

There are many different Salesforce edition of their solution: Essentials, Professional, Enterprise & Unlimited. Each edition comes at a different per user cost and each edition offers different functionality. Obviously, the more costly the edition, the more functionality you’ll receive.

That’s not what we’re here to discuss, however. For individuals that are already on a Salesforce edition, read more…

Salesforce Integration Time

Salesforce Integration Time

The integration of applications into Salesforce is heavily dependent on many factors. While Salesforce has a very robust API, the capabilities of other applications often becomes the single contributing factor to the time and complexity of integrating with Salesforce. Obtaining an understanding regarding the structure and limits of these applications prior to initiating an integration will yield the greatest results. As the technology of these applications continues to evolve, the capabilities of the applications is becoming less of a concern; however in dealing with many legacy and dated applications there is often a need to account for additional time to ensure a seamless flow of data both into and back out of Salesforce.

read more…
Liferay Salesforce Opportunities Portlet

Liferay Salesforce Opportunities Portlet

Organizations are showing a lot of interest in Sales numbers, and it’s not just those directly involved in Sales. This typically means extracting information from a CRM, the most prominent choice being Salesforce. IT teams are always looking for solutions that is freely available to present this data to their enterprise via their intranet portals. The objective of this blog to present such a solution. read more…

Salesforce Advanced Developer Certification

Salesforce Advanced Developer Certification

Having set out on the path to the Salesforce Advanced Developer Certification about 2 1/2 years ago, it was a huge relief when I finally got the “Success” result today! This certification is not an easy one (which is good since that makes it all the more meaningful). It is in 2 parts, a multiple choice exam and a programming assignment. The assignment is the tough part and requires a lot of care, especially to ensure the unit tests are covering all scenarios and that the solution makes optimal use of the Salesforce components. You can retake the assignment as often as needed BUT you can only submit it once a year. read more…