Is Your Company Ready for CPQ?
…Project Manager: Overseeing your project involves a significant time investment. The Project Manager for your project must make this their full time job. Is your data ready for CPQ? Clean…
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10 Questions to Ask Yourself When Considering an App From the AppExchange
…your data doesn’t leave your platform. Hooray for security! Another consideration with non-native apps is that any interaction with the 3rd party vendor will count against your API usage. 10….
A Day in the Life of a Managed Services Consultant
…the Salesforce, Pardot, Marketo, and Steelbrick expertise that could challenge that of an online knowledge database, and then some. The question really is, what do you actually get out of a…
Portal to Community Migration Made Easy
…Step 1 – Run an export of all existing Portal Users using the Data Loader. Step 2 – Run an Update on these users with the “IsPortalEnabled” and IsActive” column…
When To Consider A CPQ Solution
…enforce the entry of valid data. Beyond that, compliance with business rules is usually based on the honor system. When users are allowed to sidestep accepted business practices, either intentionally…
Debugging with JSON.serializePretty()
…a large amount of data. Let’s take this piece of code: [code language=”javascript”] Account a = new Account(); a.Name = ‘Test Account’; a.BillingStreet = ‘123 Test Dr’; a.BillingCity = ‘Test…
Is Your Salesforce Approach Strategic?
…exercise for both current state and desired state in 12 months from now: • People • Systems • Processes • Data and integrations • Reporting • Training • Security This…
My Three Favorite Features in Summer ’16
…Sandboxes which bring over all of your data. This doesn’t mean you should bypass a test in a Full Sandbox if you have it. But if you don’t want to shell out…
5 Cool Things You Can Do with SteelBrick CPQ Quote Templates
…only disappear once your User has had the Quote approved. 3. Include Documents You can append any output document with a marketing-approved product data sheet available to all Users. You can…
Best Practices for Starting a Quickbooks Integration
…the proposed flow of data between the systems This document can be used when working with the provider to determine the implementation scope, and when actually setting the integration up….
5 More Reasons to Switch to Salesforce Lightning Experience!
…no longer have to sacrifice good data to use Salesforce Lightning Experience; with Spring ’17, you can detect and merge duplicate Accounts and Contacts in Lightning. Also, for both Lightning and…
Top 5 Salesforce Memes in 2017
…a strong understanding of the data model. It’s literally the foundation for your reports. Be open to experimenting with report types, filters, report formats, etc. Getting your report to look…
The Unofficial Guide to Salesforce’s Unofficial Characters
…time you messed up that data load? Or the time you exposed the Lightning interface to users without reviewing the Readiness report? Who was there to listen to your frustrations,…