October 27, 2021

View Salesforce as a Customer Engagement Platform

Customer Engagement Platforms that help you engage with and serve your customers have become increasingly important as every business embraces digital transformation. Customers, both B2C and B2B, […]
September 27, 2021

Enhanced Datatables in Salesforce

Presenting data in a tabular form is one of the most preferred ways of displaying information (everyone loves spreadsheets!). So it is not a surprise that […]
September 23, 2021

Salesforce Fleet Management Solution

In our previous blog, we reviewed how a right digital platform is key for operational efficiency and better customer experience in fleet management. In this blog […]
September 13, 2021

Automotive Fleet Management – A CRM Perspective

An Overview Products made in plants and factories in one location have always needed to be distributed to customers elsewhere; fleets of vehicles carried physical products and […]
August 31, 2021

Salesforce Integration: Where Should Business Logic Live?

Integrating Salesforce with other systems is inevitable as your business grows. But integrations have a way to expand in scope. It is not unusual to end up […]
August 31, 2021

Implementing Checklists in Salesforce – Look Beyond Task Management

Checklists are used in many industries to ensure that standard practices are followed. Usage of checklists in aviation, software engineering and surgical procedures is very well known. […]
July 23, 2021

More Power To Salesforce Business Users

The Salesforce platform can be a game changer for your business. The speed and flexibility offered by the platform to configure and customize secure cloud solutions […]
February 7, 2021

Salesforce Data Integration Options

Integrating external systems data with Salesforce is a common use case in any Salesforce implementation. Such external systems may provide ERP, Finance, HR or some other […]
December 9, 2020

Display Custom Data Type in Salesforce lightning-datatable

Lightning datatable is a powerful component in Salesforce to display tabular information. A lightning-datatable component displays tabular data where each column can be formatted based on […]
November 21, 2020

The Correct Way of Using Custom Images in Salesforce Formula Fields

The Formula Field in Salesforce is a powerful tool to show data using automatic calculations. An example would be to show the average assessment score after […]
October 11, 2020

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.
January 15, 2020

Custom Lookup in Salesforce using lightning:recordEditForm

Salesforce Lightning offers many useful components out-of-the-box which makes it easy to quickly build your own Lightning based custom functionality for customers. A “Lookup” – search […]