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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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Examining ROI of Implementing New Functionality

In Best Practices, CPQ, Integration & Data Migration, Tips & Tricks by Andy YangLeave a Comment

Creating the business case for making improvements to your CRM infrastructure can be a complex process, and there are many different methodologies for determining potential ROI to justify moving forward.  Every organization also has its own unique decision making process which can be as simple as getting straightforward approval from the CEO if the desired improvement feels “right”, to a …

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How is Your Business Responding to COVID-19?

In Best Practices, Events by Andy YangLeave a Comment

The COVID-19 pandemic has affected just about every business globally but in dramatically different ways.  Many of our B2C customers have obviously felt the effects of this uncertainty as well.  How businesses have reacted has been varied. Predictably, some customers have temporarily paused operations to address urgent priorities.  Others have continued  “business as usual” as much as possible, noting that …

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Tips from Work-at-Home Warriors

In Best Practices, Events, Tips & Tricks by Andy Yang1 Comment

Working from home has become more common but has accelerated dramatically with the response to the COVID-19 crisis.  Companies have increasingly asked employees to work from home and socially distance themselves to decrease the chance of exposure and spread.  At MondayCall, most of our employees are pros at working remotely and have for years been collaborating with team-members and customers …

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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 …