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Feature Spotlight: Summer ’20 – Community Enhancements

In Best Practices, Community Cloud by Andy YangLeave a Comment

Although this summer has been unlike any other summer, Salesforce continues to release new capabilities to the platform creating increasing value to Salesforce customers. With the new Summer ‘20 Release, we dig into a few key areas with you on released improvements highlighting a few potential opportunities for you to take advantage of. MondayCall specializes in many Salesforce areas, one …

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The Art of the Org Change

In Best Practices, Change Management, Data Migration / Integration, Project Management by Hy WuLeave a Comment

Acquisitions and Mergers from an IT perspective In today’s fluid business environment, the one thing most businesses are guaranteed to experience is some form of organizational change. For many, that change will come in the shape of an acquisition, merger, or divestiture. For some it can be as simple as a realignment of departments and resources. Hy Wu, a Principal …

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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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Part 2: A Career in Project Management

In Best Practices, Project Management by Sherri NeedhamLeave a Comment

As an experienced delivery partner of Salesforce, MondayCall has created a refined project methodology that enables us and our clients to manage projects of all sizes and complexity. This is the second part of our short series on MondayCall Project Management and, we hope, provides insights into our project management leadership. Sherri Needham, Director and leader of our Project Management …

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Part 1: The Role of Project Management in Project Success

In Best Practices, Project Management by Sherri NeedhamLeave a Comment

As an experienced delivery partner of Salesforce, MondayCall has created a refined project methodology that enables us and our clients to manage projects of all sizes and complexity. This interview begins a short series on MondayCall Project Management and, we hope, provides insights into our project management leadership. Sherri Needham, Director and leader of our Project Management Office (PMO), is …

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Turbocharged Sales with CPQ

In Best Practices, CPQ by Marcus RomeroLeave a Comment

The term CPQ stands for Configure-Price-Quote, a robust and growing sales aid with several packaged solutions including Salesforce CPQ.  While CPQ tools have undergone many changes and improvements over the years, the main value of CPQ for any organization has remained the same – giving sales teams the ability to quickly provide accurate pricing with any given product configuration scenario. …

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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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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 …