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April 23, 2018

3 Considerations for Salesforce Coding

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Sooner or later, in the Salesforce ecosystem, you will find yourself writing code to customize a Salesforce organization. There are plenty of references about the Apex programming language, which is Salesforce’s Java-esque proprietary language for controllers and triggers. Of course, you’ll follow general programming best practices. You’ll also want to keep a few things top-of-mind […]

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April 23, 2018

Custom vs COTS for Inventory Management

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If you carry inventory, you need efficient, effective inventory management software. Since it’s such a critical part of your infrastructure, it’s important to select the right tool for your needs. Should you choose a commercial off-the-shelf (COTS) package, or do you need custom inventory management software?

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April 23, 2018

Should we outsource Salesforce?

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The basics are in place: you’ve set up your Salesforce org, and you’ve customized it enough to let your sales team work pretty efficiently. Now your users are asking for more. They want more automation to streamline their work, more customization to tailor their experience to their needs, more built-in business logic to improve the […]

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April 20, 2018

Why it’s time to build a Board of Directors Portal

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For any organization led by a board of directors, communication is vital. Board members need a great deal of well-organized information in order to perform their duties. Staff members have traditionally prepared board books and meeting documents, assembling and organizing possibly hundreds of documents for each meeting. While it’s possible to cobble together a solution […]

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April 13, 2018

7 Traps to Avoid during Salesforce Integration Projects

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Salesforce is a terrific tool, and it continues to grow in capabilities as well as popularity. However, companies don’t use Salesforce in a vacuum; they need to integrate it with their other systems to maximize value. Here are some pitfalls to beware of in Salesforce integration projects. Speed bumps and pitfalls

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