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Feature Spotlight: Salesforce Flow

In Best Practices, Salesforce Administration by MondayCall AdminLeave a Comment

Flow is a highly useful feature on Salesforce that can help companies easily automate business processes.  Automating business processes not only minimizes the “pain” and inefficiency of manual work but also has the added benefit of minimizing human error, all while enabling your business to scale exponentially.  Manual work tends to scale linearly – the more work you have, the …

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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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Roadmapping Revisited – An Essential Exercise

In Best Practices, Change Management, Salesforce Administration by Andy Yang

Salesforce is not just a CRM app but is one of the most powerful software platforms available anywhere. One of the great things about SaaS solutions like Salesforce is the ability not only to get up and running quickly, but to “continuously grow” by utilizing more and more of the capabilities as you need them. Roadmapping your business goals with technology assets and people resources can help you achieved the desired outcome, while maximizing the power of your Salesforce system.

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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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Roadmapping – Aligning goals and outcomes with optimal investment

In Best Practices, Change Management, Salesforce Administration by MondayCall Admin

Salesforce is not just a CRM app but is one of the most powerful software platforms available anywhere. One of the great things about SaaS solutions like Salesforce is the ability not only to get up and running quickly, but to “continuously grow” by utilizing more and more of the capabilities as you need them. Roadmapping your business goals with technology assets and people resources can help you achieved the desired outcome, while maximizing the power of your Salesforce system.

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MondayCall + Salesforce host free CPQ info event in Irvine!

In Best Practices, CPQ, Events, Lightning, MondayCall News, Salesforce Administration, Tips & Tricks by MondayCall Admin

Join MondayCall + Salesforce for a FREE CPQ event on Nov 14th at the Salesforce Irvine Office. Don’t miss this unique opportunity to learn, connect, and exchange ideas with similar businesses looking to grow and streamline their processes with Salesforce CPQ. At this event, you will hear directly from a Salesforce customer about their recent Salesforce CPQ implementation & Lightning …

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Keeping Your Salesforce Investment Alive

In Best Practices, Salesforce Administration, Tips & Tricks by MondayCall Admin

You Can’t Guarantee Stability Software systems never run on their own forever.  All software has bugs and sooner or later you will run into a specific case that was not completely accounted for with potentially unpredictable results.  Software is also written with a lot of assumptions.  It assumes good data, robust systems that it is running on top of (think …

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Chatter Power

In Best Practices, Salesforce Administration, Tips & Tricks by MondayCall Admin

Salesforce Chatter enables employees to collaborate effectively to discuss projects or business situations (i.e. opportunities, accounts and cases). However, gaining user adoption of Chatter can be a difficult challenge. Employees tend to prefer to stick with tools they already utilize, especially since email is still be an effective way to communicate. It is crucial to understand when to use Chatter as …