Elevating Flow Design: The Impact of Subflows in Salesforce
If you’ve ever found yourself facing the challenge of making minor updates to a flow, only to encounter a complex scenario like the one depicted below, then you’re well-acquainted with the struggles of maintaining these sprawling “mega-flows.” Even a seemingly straightforward task, such as modifying a field’s assigned value, can quickly devolve into a hair […]
Personas to Be Aware of When Building in a CRM
While some business practices may differ among companies, there are common user roles or personas involved in the majority of CRM implementations. These personas typically represent different user types or job functions within an organization. Why would it be important to know them, and why do they matter? To maximize the system’s potential, considering various […]
Uncovering 3 Hidden Salesforce Settings: A Helpful Guide for Developers
In today’s fast-paced business environment, Salesforce has established itself as a formidable CRM platform that enables businesses to simplify processes, cultivate customer connections, and achieve unmatched growth. Salesforce offers developers a wide range of options to fine-tune and customize the platform to ease their work flows. That being said, our Salesforce developers are constantly exploring […]
Apex CPU Time Limit Exceeded? Here’s What to Do Next.
How to diagnose and fix exceeding Apex CPU Time Limit in Salesforce. Narrow down your investigation by conducting an audit and optimizing your automation processes.
Mentorship Matters: A Conversation with Carrie Wilks, Chief People Officer at Lane Four
On “Reach as high as you can day,” we celebrate the idea of pushing ourselves to expand our horizons, reach beyond limited beliefs, and get closer to achieving our goals. While having a strong sense of self-motivation and ambition is certainly important, it’s also helpful to build a support system to guide us along the […]
Nutrition for Focus & Sustained Energy at Work: Tips for Busy Professionals and Organizations
Hey there fellow busy professionals! We know how it is – the long hours in front of our computer screens, back-to-back meetings, and looming deadlines often mean we end up grabbing whatever is quick and easy for meals without giving nutrition a second thought. But what we fuel our bodies with and how we do […]
Salesforce CPQ: Is it the right time and what does this mean for my business?
Salesforce CPQ is a powerful tool that can help businesses streamline their sales process and improve the accuracy and efficiency of their quoting system. Some may be surprised to learn that Salesforce CPQ isn’t just for large businesses with deep pockets. Despite the common misconception that Salesforce CPQ is only meant for large organizations and […]
HubSpot to Salesforce: The Why & The When
“Which CRM should we use?” is a question we hear more often than Mariah Carey on repeat during the holiday season. There are several CRM tools to consider, but it makes sense to start by talking about two market leaders. Many businesses struggle with the decision of whether to use HubSpot or Salesforce as their […]
