A conversation with a client recently led to this discovery: “Everything went great on the call and they wanted a proposal. So, once we hung up we put together an agreement and emailed it over. The client had to head out that day and we haven’t been able to track them down since. That was [...]
I recently did some work with a precious metals company that had some very unique compliance requirements that in part also occur with many financial services firms. The issue relates to disclosures. In a real estate transaction you have lots of disclosures but they are written and reviewed prior to or during the visit to [...]
Sometimes the flexibility of Salesforce.com can be intimidating. Whether potential buyers, admins, or users, wrapping your head around all the various tools available to you and imagining how you might used them can be challenging. Sometimes it is the most simple example that starts the wheels turning and leads to a real use case in [...]
When it comes to business, using flexible tools in the wrong place can make your profitability flexible too. Every business does it for at least a short time but the successful will proactively innovate to avoid the high cost it brings with growth. Here’s a short test to see where you are on the scale. [...]
One of the biggest challenges with any database, especially when they are easy to use for your whole team, is keeping the data accurate. The most common problem is duplicate data due to the variance in spellings, abbreviations, and other ways that information can be stored with a slight variance in syntax or specifically how [...]
As a Digital Coach, I leverage Basecamp in my business and coach others to do so as well. It helps managers better manage and everyone executes better because they know what is expected by when in a simple, easy to understand fashion. One of the underused elements of Basecamp is it’s ability to render tables [...]
In Part 1 of this series, we reviewed the difference between a [Business] Account and a Person Account. Moving from a Business Account to a Person Account is very common and the converse can be as well so how do we make this easy to do? Let’s review the requirements to create a Person Account [...]
An issue came up with a client recently that will help other Salesforce.com users I’m sure. The issue relates to the increasing use of unique and long numbers in business. From account numbers, merchant numbers, to Tax ID numbers, we have lots of numbers to keep tabs on. Salesforce.com is a great place to keep [...]
How you store your client information inside Salesforce.com makes a big difference. One area where this is very clear is Accounts and Contacts. Salesforce began as a business tool and therefore focused on business to business (B2B) relationships. Therefore, the Account object is oriented toward a business or company by default. These relationships look like [...]
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Tagged Accounts, Apex, API, B2B, B2C, Contacts, Firefox, linux, mac, Nonprofits, pc, Person Accounts
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