[fusion_text] CRM-ERP-Systems Integration challenges and approaches When you are looking for the ultimate level of success with your CRM solution, invariably the vision is always about having access to unified customer and prospect information in a single system. Sales & Marketing, Customer service, engineering and finance are all areas … [Read more...]
Systems Integration – Connecting the dots
2015 is here – Create your plan for success in just 15 minutes
As each year comes to an end, it’s time to start planning for the new year. Unfortunately, creating an annual plan can seem like a scary, tedious and time consuming process. If you’re like many others having trouble creating a plan, don’t worry – we've got your solution right here! Here’s a quick guide to creating your plan in the next 15 … [Read more...]
Dreamforce 2013 – It’s time to pack!!
At this year's Dreamforce 2013 event, Salesforce.com is expecting a new record for attendance - over 120,000 attendees are expected! When I think about seeing that many people in such close proximity, I tend to feel a bit anxious (strange, given that I grew up in Mumbai, a city teeming with over 20 million people!) The project manager in me has … [Read more...]
Preparing for the Salesforce.com Developer 401 Exam
I recently passed the Salesforce.com (SFDC) DEV 401 Certification exam and wanted to share my secrets to success. Not too long ago I posted an article on Preparing for the Salesforce.com Administrator Exam and a lot of the ideas there apply to this exam as well. From my experience with the Salesforce.com certification exams, I think SFDC does a … [Read more...]
Great Open Source Tool for Salesforce.com: Workbench
Force.com and the Setup menu within a Salesforce.com organization have a lot of tools for administrators and developers to leverage to accomplish a variety of tasks. Tasks such as: View object METADATA View actual object data/records Search for specific data Develop APEX classes Develop APEX triggers Develop APEX unit tests … [Read more...]
How does Salesforce.com do it?
I have always been impressed with the architecture and design of the Salesforce.com platform ever since I started looking at it. The multitenant solutions they have found to common problems such as: how to handle security at an organization, user, profile and field levels how to manage data between the client and the backend (ORM) how to … [Read more...]
Preparing for the Salesforce.com Administrator Exam
When I first started looking at Salesforce.com I was quickly overwhelmed with the various editions, platforms, logins, clouds, apps and a million other topics surrounding this awesome SaaS platform. Where was I to begin? Well, I'm a developer by trade so I naturally started looking at all the developer related materials and progressed through the … [Read more...]
Salesforce.com – Setup User Signature Template for your Organization
Question: I want to send e-mails to my Leads and Contacts from within Salesforce with my standard e-mail signature, but the OOB e-mail signature does not support HTML. I want to add a mailto and website link as well as our company logo, any ideas? Answer: You can achieve this with an HTML e-mail template per user or you can setup one … [Read more...]