Posts Tagged ‘Salesforce CRM’

WeDid: Custom Bidding Sales Process

Challenges: This company earns their revenues by providing construction materials and services to their partners and builders. This includes: Direct sales where builders approach this company directly for materials and services or Multiple builders approach this company to get quotes for materials and services to be used as part of a project bidding purpose. This can…

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WeDid: Salesforce Data Migration and Integration with HubSpot

Challenges This customer is currently in the IT market helping other businesses with their software deployment plan. HubSpot is the main system that is used throughout the years to track marketing prospects, qualify leads and also sales. The Data now needs to be contained between two systems – HubSpot and Salesforce- as opportunity will now…

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Access Salesforce Mobile App without Installing it

Did you know that the Salesforce Mobile App is accessible from almost any mobile platform now?   You can even access your Salesforce instances through the majority of smart devices available today.  Salesforce has developed the Salesforce App to be compatible with different platforms and easier to download from Apple store, Google play, etc. Were you aware…

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TIP OF THE WEEK: How to access Salesforce Secret Tabs

Salesforce Secret Tabs are something you may find interesting. These are not hidden features though and could be useful to easy navigation to list views in both Lightning experience and Salesforce Classic.   Let’s dive in   We have all seen a Salesforce url in the browser navigation box an example is below. https://myorgdomain101.my.salesforce.com/0064A00000tPToj  …

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TIP OF THE WEEK: The Salesforce Big Object Storage

Have you been wondering how the  Salesforce Big Object Storage is being counted? Here are our findings based on a study we completed. It appears that big object storage is determined by the number of records/rows you’ve created, as opposed to the standard data storage which is based on kilobyte sizes. Hence, the “Big Object Storage” limit…

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We Did: Custom Roll Up with Relative Date Criteria

Challenges: For marketing purposes, the customer would like to consolidate the sum of successful deals made during the previous financial year and the current financial year. This data needs to be rolled up and tracked against the parent record where the marketing application being used can access it directly – as opposed to presenting it…

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Trailhead “App Customization Specialist” Superbadge

Bringing your skills together   The “App Customization Specialist” Superbadge is a great option for you to bring your Salesforce Admin and Lightning skills together.  This Superbadge includes some of the standard System Administrator basics, with a Business Analysis requirement, and the opportunity to put those Lightning skills to use.   Some of the skills…

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TIP OF THE WEEK: Personalize Salesforce Navigation Feature

Do you remember being about to customise personal tab in Salesforce Classic? Well, you can now personalize navigation bar’s in Lightning Experience! Say you are constantly accessing certain tabs frequently (e.g. through favourites) and it’s not available in the general app, you can add the tab to the navigation bar for your personal view and…

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Maintain your Salesforce Certification for Free

Salesforce Certification is very important for moving forward with your career in Salesforce. Achieving these goals can become costly over time, which is why it is so exciting to hear that Salesforce Certification Maintenance exams are going to be free of charge from Summer ’18 (June AEST) onward. Which is certainly great news for Salesforce…

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We Did: Cloning Salesforce Using the Force.com Migration Tool

Challenges WDCi recently helped a customer who had an existing Salesforce organisation dedicated to strategic teams and business’. This customer purchased another new Salesforce organisation to cater to the consulting team. The challenge was that this new organisation needed to be available immediately for use. Functionality for this organisation needed to be almost identical to the…

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