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, […]
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 […]
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.
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 […]
February 7, 2017

User Adoption is a Critical Success Factor in Designing Salesforce Solutions

How effectively you drive adoption among your customer facing staff to bring enduring changes in business processes and behavior will define the success of your Salesforce initiatives.
February 4, 2017

The Salesforce CRM Project Types

Your Salesforce CRM project may be one of several types. ‘Build from Scratch’',• Automation of manual CRM process, Migrations, Enhancements and re-designing current processes
October 18, 2016

Dreamforce 2016 Takeaways – Part 1 of 3 (General Announcements)

Here are our observations from DF 2016, posted in three parts. These are observations coming from our client and partner interactions, and sessions we attended at Dreamforce 2016. […]
October 18, 2016

Dreamforce 2016 Takeaways – Part 2 of 3 (Enterprise Customers)

Migration to Lightning is underway at a number of customers. There seems to be two segments of customers when it comes to Lightning .. those that […]
October 18, 2016

Dreamforce 2016 Takeaways – Part 3 of 3 (Mid-Market Customers)

The theme for SMB at Dreamforce has traditionally been on how CRM and SF Sales/Service/Marketing technologies aid growth. Automating processes in order to scale them is […]
August 7, 2016

Salesforce Data Governance

Here are some observations coming from an engagement at a Real Estate Investment Trust (REIT) on setting up Data Governance processes. Property managers, IT personnel, business analysts […]
February 21, 2016

Building products and IP on Salesforce

The holy grail among the Salesforce implementation services partner is to create Intellectual Property (IP) that one could package and take to market. I observe a few broad categories: […]