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Feature Spotlight: myTrailhead In-App Walkthroughs

In Custom Development, Salesforce Administration, Trailhead by MondayCall AdminLeave a Comment

As part of the Summer ‘20 Release, Salesforce has announced the addition of In-App Walkthroughs to myTrailhead, as part of a broader initiative to make learning Salesforce skills easily accessible anytime, and anywhere. Now, organizations that rely on customized Lightning org configurations can set up click-through “learning tours” to drastically cut down on onboarding and training times for new users. …

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Feature Spotlight: Summer ’20 – Surveys

In Analytics Cloud / Einstein, Best Practices, Custom Development by MondayCall AdminLeave a Comment

What do your customers think?  It’s incredibly important to get the pulse of the customer but how can you do this at scale?  Surveying customers has always been a straightforward, and important part of objectively evaluating customer sentiment.  Customers often view surveys as a great way to provide feedback to the vendor – it’s almost expected (and welcomed) to be …

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Feature Spotlight: Salesforce Optimizer

In Best Practices, Custom Development, Salesforce Administration, Tips & Tricks by MondayCall AdminLeave a Comment

Whether it is decluttering your garage, office, kitchen, or closet, that feeling of regaining wasted space and efficiency can be invigorating. It will put you in a good mood for weeks or even months. Such is the case when decluttering and optimizing your Salesforce system. And the new Salesforce Optimizer app now available in the Summer ‘20 Release will make …

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Developing Custom UIs (Declarative vs. Development)

In Best Practices, Custom Development by Andy YangLeave a Comment

Salesforce provides a plethora of point-and-click power at your fingertips.  With every new release, more functionality is added to enable customers to add a new process capability, or track a new business function.  That being said, “clicks not code” functionality can only have so many customizability options that attempt to meet as wide a set of use cases.  If it …

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Takeaways from Tech Projects

In Custom Development by MondayCall AdminLeave a Comment

Andy Yang is one of MondayCall’s co-founders.The following is taken from an interview with Andy regarding his experience working on projects with tech companies in the San Francisco Bay Area, and beyond. Do you work with a lot of Tech companies?A: “One might think being half a block from Salesforce Tower in San Francisco, that we would see only tech …

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Preventing Projects From Going Red

In Best Practices, Change Management, Custom Development, Salesforce Administration, Tips & Tricks by Andy Yang

Projects have an expected outcome.  When the outcome does not meet minimum expectations the project has not been successful.  Industry experts often boiled down project expectations around several key project parameters: Scope – Did what was delivered meet expectations? Timeline – Was it delivered on time? Budget – Did it get delivered at the expected cost? There are many other …

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Salesforce Spring ’20 Release Highlights

In CPQ, Custom Development, Salesforce Administration, Service Cloud, Tips & Tricks by MondayCall Admin

One thing you probably value about Salesforce is that there are 3 releases each year of new and improved functionality. The releases are named for each season that will soon be upon us (at least in the Northern Hemisphere): Spring arrives in February, Summer arrives in June, and Winter arrives in October. To maintain the health of your Salesforce org …

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#2 – Best Practices in Managing Technical Debt

In Best Practices, Change Management, Custom Development, Salesforce Administration, Tips & Tricks by Andy Yang

Article #2 in series on Technical Debt. Good Practices Make Good Systems Not surprisingly, it takes work to manage Technical Debt, and there are multiple approaches, none of which apply to all situations.  Every Salesforce customer has different business requirements, different skill levels, different technical systems to support the business, and different levels of Technical Debt already accumulated.  In this …

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#1 – Technical Debt in the Salesforce World

In Best Practices, Change Management, Custom Development, Salesforce Administration, Tips & Tricks by Jim Lambert

Article #1 in series on Technical Debt. Technical Debt or Tech Debt. A pay me now or pay me (a lot) later situation that the mere mention of can send shivers down the spine of IT leaders. While not limited to any one system or technology, it is very real with Salesforce customers who are working in rapidly growing and …