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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 …

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VisualForce Pages, They’re Worth It

In Best Practices, Custom Development by MondayCall Admin

As the trend towards more flexible and dynamic work environments continues to grow, strong business leaders are perceptively observant of the employee experience. Is it efficient? Are there flaws in the process? Is it simple to train a new user? What can we cut in order to save time? Are we capturing quality data?  These questions become very key as …

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Go Native

In Best Practices, Custom Development, Tips & Tricks by Andy Yang

One of MondayCall Solutions design principles is to go native wherever possible.  “Going native” means using native, out-of-the-box configuration whenever and wherever you can.  As long as you can meet the business requirements, the preferred method is to avoid writing custom code. For those unfamiliar with building and managing systems, there are clearly pro’s and con’s to each approach.  Going …