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Category: Salesforce
All about Salesforce that you ever wanted to know
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Top 10 Tips for Salesforce B2B Commerce
Salesforce Commerce Cloud supports online retailers in marketing, merchandising, shopping experience, fulfillment, customer service, and beyond. Salesforce B2B Commerce is focused on ‘Business-to-Business’ transactions natively on the Salesforce platform (following the core multi-tenant architecture). If you’re familiar with Salesforce B2B Commerce, you may already know… Read More
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Salesforce Marketing Cloud Implementations: What’s the Consultant’s Role?
Salesforce Marketing Cloud implementations involve setting up a new Marketing Cloud account, or making a specific enhancement to an existing account. There are specific requirements that are set out at the start of the implementation, and the delivery team takes those through to a successful… Read More
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Salesforce Leads With/Without Campaign Reports – Build the Right Report
Creating a report to see Campaigns and the Leads or Contacts that are members of Campaigns is pretty straightforward. To see Campaigns without Leads requires that you leverage a cross filter. However, what if you’re looking to focus on Leads who are/aren’t members of any… Read More
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5 Steps to Deliver an Awesome Salesforce Demo
Have you ever seen somebody give a demonstration and walk away amazed? We’ve all been there, and we can all judge whether the demo was a success or not, but it’s harder to pin down exactly what the factors were that gave the demo that… Read More
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Salesforce Low-Code Security Risks in 2023
When the Clouds emerged as a new way to avoid upfront hardware costs and rapidly adjust resources to meet fluctuating demands, the assumption was that security would be the same as traditional software and networking. We quickly realized that cloud security wasn’t going to be… Read More
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Getting to Know Blue Road Academy (Formerly RefugeeForce)
Salesforce is a collaborative and supportive community, with everyone willing to help others get a step up in the ecosystem. This is the spirit that Gaspar Rodriguez, Nick Broekema, and Marielle Schweickart wanted to capture when they founded Blue Road Academy (formerly RefugeeForce) in 2018… Read More
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Advanced Flow Logic: Data Elements, Collections, Loops, and Assignments
Salesforce Flow empowers Administrators and Declarative Developers to do some pretty powerful things in Salesforce. If you’ve been putting in the effort to learn Salesforce Flow and are already getting the hang of it, you may be looking to push your knowledge further to really… Read More
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Finding Creativity to Complete a Salesforce Project
Salesforce projects are a great asset to your portfolio, showcasing your creative architectural process by mapping out a problem you want to solve, and working through it to deliver high end results. Creativity when designing a project can be found anywhere, in hobbies and passions,… Read More
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What Is a Salesforce AppExchange Grid Solution?
Salesforce is the world’s leading CRM ecosystem, however, users who have come from other systems (e.g. Airtable, Excel, etc.) sometimes find the interface to be too focused on a single record screen with related records available for edit in new screens. Salesforce grid solutions allow… Read More
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Salesforce Events 2023
The news that we’ve been waiting for: dates for Salesforce’s main events have been announced, including their flagship conference, Dreamforce, and the next Connections event. Virtual events during the pandemic proved that Salesforce, its partner ecosystem, and community could all adapt and innovate at the… Read More