Dynamically Filtered Reports

As a consultant there is nothing better than a small piece of config that delivers massive results for the client. One of the most common reasons companies initially move to Salesforce is to save time. They want to cut out exhaustive manual processes and make use of task automation all in the name of cutting […]

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User Adoption VS Design

Does this picture look familiar when speaking about your CRM application? Most software implementations, even if initiated by the business – end up in the IT department. While not always the case, this transfer of responsibility for the CRM deployment starts a chain reaction that becomes increasingly difficult to stop. First, when requirements are gathered and […]

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I’m Dreaming of a Harley Davidson – or was it Salesforce?

One of my Sales Directors has a motorbike.  Not any old motorbike; one of those huge motorbikes I’ve always dreamed of owning, the sort that make many women go weak at the knees if you offered them an opportunity to ride pillion. The sadness is I’m now in the bracket of middle age where I’m […]

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OData & Lightning Connect.
Real-time ERP Data in Salesforce!

Firstly, my genuine apologies are due to many past clients! It seems that all of those ERP integrations I have implemented over the years, nightly batch jobs, middle-ware syncronisations and roll-yer-own data-syncs… were all sub-optimal solutions! I’m sorry! Salesforce aligned with OData (Open Data Protocol) about a year ago with its introduction of External Data […]

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Summer ’15 Salesforce Release – Another new bag of tricks?

As we have come to expect around this time of the year Salesforce.com has recently announced the general availability of their Summer ’15 release: The Ice Cream Van release. Some of these new features will feel like vanilla flavoured ice cream, nice but not special; in fact you may even think that it was high […]

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Salesforce Analytics Cloud

The old order of traditional business intelligence and analytics is changing, Salesforce brings the cloud, consumer web influence and fast user focused data visualisations that empower the question-answer-question analysis flow. Analytics Cloud Pioneers Recently I was lucky to receive 4 days of intensive training, review and product demonstration with the UK Analytics Cloud Pioneers group, […]

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Salesforce Live Agent

Live Agent is a native Salesforce tool that provides the ability to communicate in real-time with your web site users. In this blog I am going to discuss my favourite of the basic ‘out of the box’ offerings and then talk through some of the customisation options available to you to enhance the standard product. […]

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A Salesforce Myth: It’s completely free for non profits…

  My daughter was 18 recently and I gave her a present; a small car – well, it’s really for the family, but it is an extra car on which she can learn to drive. I hope it will survive as a first car for her siblings.  It was a pragmatic decision.  I thought it would […]

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Salesforce
Spring ’15
Features

UPDATES FROM THE SPRING ’15 RELEASE  Salesforce has recently released the Spring ‘15 release notes which detail many new features and improvements across the Sales Cloud, Service Cloud, Marketing Cloud, Community Cloud – and the all new Analytics Cloud! Why not take the next few minutes to read through our February blog – and find out how […]

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Connected Devices – Salesforce and the Littlebits CloudBit

I spend lots of my time connecting Salesforce to other platforms and systems; the most fun way these days is with some form of API or web-service. Connecting system-to-system to integrate at a data level is a fairly standard use case, so I was really excited when I heard about the littleBits electronics kits and […]

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