August 7, 2018

Program Management App on Salesforce AppExchange – Executing and Measuring Programs

August 7, 2018

Program Management App on Salesforce AppExchange – Planning Programs

August 7, 2018

Program Management App on Salesforce AppExchange – Overview

March 20, 2018

New Formula Functions in Salesforce Spring ’18 Release

In the Spring ‘18 release, Salesforce has come up with some long-awaited formulas useful for Admins. Functions like Addmonths, Currencyrate, Mceiling, Mfloor, and Weekday are now […]
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 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 31, 2018

Dealing With 15 and 18 Character Salesforce Record IDs

Salesforce has a multi-tenant architecture and it identifies every record uniquely across all customers by assigning a unique Record ID to each record. As a Salesforce […]
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?
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 17, 2017

Varasi Solution Design Series: Designing APIs for Salesforce Integration

In this Varasi Solution Design series video we cover integration API design and factors to consider while picking the right place to apply business rules
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.
April 17, 2017

Salesforce Trailhead – An Example of the Salesforce “System of Innovation”

Salesforce frequently gets ranked as one of the most innovative companies in the world. It is natural to focus on the wonderful platform and products Salesforce […]
March 20, 2017

Getting Ready for AI

A successful AI initiative needs a prioritized roadmap, trustworthy data and a commitment to the iterative process. Get ready for Smarter Customer Relationships with AI.