“A commit in Time, Saves Hours Nine!”

“Version Control” The ultimate boon for software engineers! Why? Suppose you have a demo scheduled with your client. You are a hardworking programmer, just like me, and you successfully complete the functionality well in time for the demo. Everything is fine, dandy! Until you decide to play with the code, doing a code review yourself, beautifying and rectifying the bugs within. Minutes before the demo and you finish the code review fixes as well; kudos, good going mate!!! Now you get...

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What Dreamforce 2015 taught me about Sales Productivity: Part 2

In my previous post, I talked about how Dreamforce laid great stress on Social Selling, Sales Enablement and Accurate Forecasting. Well, that wasn’t all. Salesforce also laid emphasis on the significance of a healthy pipeline, sales coaching, setting the right goals and most importantly, prioritization, as the key focus areas for achieving greater sales productivity. Do NOT Sideline your Pipeline A healthy Sales pipeline is the key to your Sales performance. Not only does it signify...

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Development Environment with Continuous Integration

Have you ever had to work on the same Apex class or Visualforce page as the guy sitting beside you and wait for him to finish his work? Does your team often work on the same development cycle across multiple instances? Would it help if you could find out bugs before you signed off the build for testing? If the answer to any of these questions is a ‘yes’, Continuous Integration aka CI is the thing for you! CI: The Evolution… Originally developed by the Salesforce Foundation to support...

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What Dreamforce 2015 taught me about Sales Productivity: Part 1

It’s been a while that Dreamforce 2015 concluded but the delirium lives on! There’s still so much buzz around the different products and services Salesforce introduced over the 4-day event. However, a CRM no matter how extensive and useful comes into play only when you have a great customer base and an extremely healthy pipeline. Add to that the fact that Salesforce recently posted revenues upwards of USD 5 billion, the first time they touched that number! Therefore, I was hoping that...

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Case Management: Notify Case Owner on creation of a Case comment via Apex

If you have worked with Salesforce, you will acknowledge that irrespective of the application you are building or the solution you are designing, there will always be scenarios where you will need to override the standard Salesforce functions and extend them to get your functionality right. Today, I have a simple, yet useful Case Management hack, that will simplify your lives to a great extent. Case is a very powerful object within Salesforce and “with great power comes great responsibility”....

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Data Import from SQL to MS Dynamics CRM

If you have worked with MS Dynamics CRM, you would have certainly needed to import data from your SQL databases. Integration with different servers come with their own challenges. In this blog, I will take you through a simple procedure of importing data from your SQL databases into your MS Dynamics CRM instance. Before You Get Started You will need to have a basic idea about how to create SQL queries and decent hands-on experience of MS Dynamics CRM. Our Target I needed to get...

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5 Things You Must Know About SalesforceIQ

Touted as the future of selling for every business, Salesforce introduced SalesforceIQ in Dreamforce’15 amidst much fanfare. Powered by the game-changing Relationship Intelligence technology that utilizes advanced data science to analyze the relationships between organizations and prospects, customers and partners, the new SalesforceIQ for Small Business and SalesforceIQ for Sales Cloud are expected to transform selling for all businesses. Here are 5 things you must know about SalesforceIQ. 1....

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Activity Reminders on Dashboard For Microsoft Dynamics CRM

Interactions with customers through phone call, emails and recording the same form a vital part of any CRM application. As a Microsoft Dynamics CRM user, you can create phone call, tasks, emails, fax and letters through Activities which appear on an entity record or you will find your records in the activity entity. But what if I wanted the due date of my Activities to appear on the dashboard like reminders? For a recent requirement, I needed to do just that. One of my favorite clients...

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Analyzing Salesforce data with Google Analytics: Part 4

Welcome to the anchor leg!  Are you geared for crossing the line today? Till now, we have successfully configured our Google Analytics account (Part 1) as well as our Salesforce org (Part 2) , and also created the custom variables (Part 3) in the previous posts. Let’s now put the final piece of the puzzle together and create the custom dimensions, and once done, we will then go about tracking the most popular Accounts based on page views, using what we have learnt so far. Creating...

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Lightning and Nonprofits: Best of both worlds!

This is the age of mobility! Users need access to real-time data on their fingertips. Deals are signed quicker because sales reps have access to the data on their mobiles and can take necessary actions really fast! It has become pertinent for information to be available on mobile; it is a necessity, no longer a luxury! Same is the case with nonprofits and fundraising. Nonprofits constantly need a view of their donation pipelines, along with all donation details till date, in order...

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