Andrew Duclaw

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Portal to Community Migration Made Easy
With Salesforce’s release of Communities a few years ago, more and more companies are moving off of their legacy Salesforce Portals and switching to Communities. Although Salesforce has made the transition fairly painless overall, the first question we find ourselves asking is: “How do I move my existing Users from the Portal to the Commun
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Optimize Salesforce Forecasting & Revenue Recognition with Related Opps
Sometimes when we are selling related deals within Salesforce it can be difficult to determine which Opportunities relate to one another when we are looking at the Account level. For organizations that experience this challenge an Opportunity hierarchy can be very helpful in tracking and forecasting multi-year deals or a contract’s total val
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Productivity PowerTip #3, Robust buttons for your Pardot email campaigns
[fusion_text] By using HTML and CSS we show you how easy it is to insert buttons into your email code. Using this technique your button will display correctly in all email clients even when the recipient has images turned off. [/fusion_text][youtube id="fPowK2czttU" width="600" height="350" autoplay="no" api_params="" class=""]
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Productivity PowerTip #1 Pardot single sign-on workaround
[fusion_text]The first in our PowerTip Productivity Series. This video takes you through the steps to fix a Pardot bug that causes the LeadDeck in SFDC's single sign-on to not work, even though Pardot shows it as enabled.[/fusion_text][separator style_type="none" top_margin="10" bottom_margin="10" sep_color="" icon="" width="" class="" id=""][
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The Quest for Knowledge in Salesforce Knowledge: How to Make the Knowledge Tab Visible
Let me lay out a scenario for you. Your organization has a bunch of process documents lying around as well as a bunch of old Case Solutions for common recurring issues that arise in your line of business. Your supervisor has asked you to compile the whole mess into a nice, neat, searchable space in your Salesforce Instance. You’ve suggested
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5 Steps to Import Knowledge Articles with Images
In order to import Knowledge Articles you must have the "Manage Articles," "Manage Knowledge Article Import/Export," and "Manage Salesforce Knowledge" permissions shown below. This can be found under Profile > App Permissions > Knowledge Management. Once you have verified your permissions, you must create a .zip file that will be used
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How to Import Questions and Replies into Chatter Answers
Chatter Answers is a great way to give your customers a forum to post issues they are experiencing and allow other customers to solve those issues by posting solutions. This is a great way to prevent Cases from being created and save your support reps time from solving these issues. Perhaps, your organization already has a forum set up where c
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