In Part I of this series, we tackled avoiding duplicates, data validation, scoring models, Salesforce Connect and more. How do we make our data work for us if we have a system full of old leads, inaccurate contact information and defunct company accounts marked as active? In part II, we dive further into data managementREAD MORE →
Data Management is essential for the most basic to the most complex CRM implementations. The most carefully designed business processes and analytic reports are useless without quality data behind them. In this initial, two part series, we’ve identified several of the most important facets and provided some practical detailed tips in Part II. We hopeREAD MORE →
If you are thinking about Lightning Experience for your Salesforce organization, JavaScript buttons need not hold you back. Most new Salesforce features are being released exclusively for Lightning Experience and are not available in Salesforce Classic–with each new release, incentives to switch to Lightning Experience are piling up. Bayforce invites you to download our complimentaryREAD MORE →
Have you heard the term Knowledge Base but aren’t exactly sure what it is? Simply stated, Knowledge Base is a way to develop content, manage how its delivered, and easily distribute it to your customers, partners, or employees. If you are looking for a way to provide easy access to information, lower your service costs,READ MORE →
Salesforce seasonal releases seem to be coming faster and faster every year, just like birthdays. Of course, they aren’t–but it’s almost Q2 of 2018 and though the Winter ’18 release notes have been available for months, many are still trying to figure out the impact to their organizations and when the right time to migrateREAD MORE →
Salesforce Community Cloud, also known as Communities, is often described as an “On Line Social Platform” and “Real-Time Collaboration.” While these buzzwords catch your attention, they don’t give much insight into how Community Cloud actually works or how it can help your business. When used to its full potential, Community Cloud can save your companyREAD MORE →
For a Salesforce Admin, it often feels like data is the bane of our existence! Whether you are importing a new list, updating existing data, or deleting records, data management is an essential part of Salesforce administration and it is often the most troublesome and monotonous task as well. While there are different options forREAD MORE →
It’s that time again…the team at Salesforce is introducing another batch of upgrades as they continue to evolve the user experience and functionality of their product. This release focuses mainly on Lightning Experience and includes some new offerings. We’ve highlighted some of the big changes broken down into the user group they will affect theREAD MORE →
Are you looking to implement Lightning Experience in your Salesforce org? Do you have a lot of custom JavaScript buttons in your org? Are your JavaScript buttons holding you back from turning on Lightning Experience for your users? We hope you enjoy Part 1 of this useful guide, below. Those curious to learn more can downloadREAD MORE →
Many developers will agree that using standard “out-of-the-box” Salesforce functionality whenever possible will make your organization easier to maintain in the long run. However, it is likely that you will eventually run into a problem or feature request that just isn’t possible without some custom code. Part of being a successful developer is being ableREAD MORE →
