March 7, 2018

Using Process Automation to Show Dynamic Page Layouts in Salesforce

Process automation in Salesforce empowers Admins & Superusers to automate business processes. Process automation is about simplifying manual processes and its effect on making these tasks […]
February 23, 2018

The New Partner Central Community Template

Salesforce Communities are driving Customer, Partners and Employee collaborations with rich Lightning technology and social interface. You may be familiar with the well known Napili template […]
February 21, 2018

Varasi Offers for Salesforce Customers

We go over our 3 categories of offers - for the mid market businesses, nonprofits and our advisory services. Initiate, Scale and Quickstarts are our Salesforce implementation offers for commercial businesses and nonprofits. Our advisory projects involve evaluating current state and identifying improvement opportunities around Salesforce and related processes at mid market businesses.
February 21, 2018

Salesforce Appexchange for Nonprofits – Part 1 of 2

A list of Salesforce Appexchange categories and tools, relevant for Nonprofit Operations. Part 1 of 2 covers Document Generation, Data Administration and Text messaging categories.
February 21, 2018

Salesforce Appexchange for Nonprofits – Part 2 of 2

A list of Salesforce Appexchange categories and tools, relevant for Nonprofit Operations. Part 2 of 2 covers Email management, Online Fundraising & Payment Processing, Survey administration and Miscellaneous categories of tools.
February 17, 2018

Strategic Thinking for Front Line Managers

What does it mean to be strategic, to be a strategic thinker ? We go over some discussions from workshops we run for our clients in the context of Growth and Salesforce CRM. This 5 minute clip discusses vision, drawing up the big picture, making decisions for future and leadership.
February 14, 2018

Training your Salesforce Nonprofit Success Pack (NPSP) Users and Admin

We go over the curriculum and an overview of topics from a representative training session for Salesforce Nonprofit Success Pack (NPSP). Our training for NPSP covers topics spanning both functionality and administration of the application. Functionality may include use cases for Fundraising and Program Management while Administration topics typically include best practices, process automation, reports & dashboards and appexchange tools.
February 7, 2018

Embedding Google reCAPTCHA v2 in Salesforce Lightning Component to Increase Security

Salesforce uses multi-factor authentication to increase security around your Salesforce setup. But you provide access to customers, partners and other external users through community and other […]
January 22, 2018

Implementing Roll-Up Summary When You Are Dealt With a Lookup Relationship

In this blog we show how to implement roll-up summary on lookup relationships in Salesforce. This can add immense value to business users by providing useful […]
October 23, 2017

Is your Sales Strategy aligned to your Organizational Strategy?

What does it mean to align your Sales Strategy with the Organizational Strategy? How does one make this discussion real ? And what relevance does it have to Salesforce CRM implementations and vice versa - what relevance can your CRM have to this alignment?
October 11, 2017

6 Dimensions of Sales & Sales Strategy – Varasi Framework

We discuss the need for a framework and how we apply it in our client work with sales organizations of growing businesses. We go over the 6 dimensions of the Varasi framework and the key questions to ask and nuances to consider under each dimension.
September 4, 2017

Better Salesforce Solutions by Involving Users in Solution Design

User involvement is typically high during requirements and UAT. Here we highlight some methods to increase user involvement during design phase to strengthen solution design and increase adoption.
July 10, 2017

A Lesson from Journalism for Salesforce Requirements

In this video, we discuss the simple questions of What, Who, How, When, Where, and Why from the field of Journalism to get an understanding of current state and needs for the future from a Salesforce Sales Cloud system.
June 20, 2017

Context Diagrams for Project Scoping

We go over using Context Diagrams for defining the scope of a project. We cover the basic constructs of a Context Diagram - actors, use cases. Context Diagrams are a good first step for scoping a system and sets up the stage for estimating the project effort.
June 20, 2017

Context Diagram for Salesforce Implementation for a Non Profit Organization

In this video, we will go over the Context Diagram that we have been using to explain to non profits, the functionality that can be built out using Salesforce; more specifically using the Non Profit Success Pack (NPSP) from Salesforce.