December 18, 2017

How to Prevent a “Gotcha!” in Salesforce Relationships

in: Business, Data, Programming, Software Tagged: Business Tag, data tag, database, sales force management, salesforce, Salesforce administration, Salesforce development, Salesforce relationships, softwares

Working with Salesforce relationships is a little different from traditional relational database structures, but Salesforce has great tools for building custom data relationships, and most people can adapt quickly to the SOQL model. As with any other system, though, there are a few “gotchas” to watch for when designing Salesforce relationships. I ran into one […]

November 1, 2017

Salesforce Winter 2018 Reporting Enhancements

in: Business, Data, Developers, Programming, Software Tagged: Dashboards, Lightning Experience, New Features, Reporting tag, salesforce, Salesforce development, softwares, solution design

It’s a funny thing about Salesforce developers. Many of us really dislike change, even when we know very well it’s necessary and worthwhile. Why? Too often, changing an application is like re-routing plumbing after the house is built: making a change that looks small can take a whole lot of effort with a whole lot […]

March 17, 2017

Has My Business Outgrown My Technology?

in: Business Tagged: business efficiency, business productivity, custom software development, salesforce

We get this question a lot from business owners in the middle of a growth phase. Often, they are already using systems for accounting and CRM (Customer Relationship Management), and they are not sure what processes could be improved, and if there is a business case to improve them. Over the years, we’ve identified a […]