I want to share a recent real-world use case where Batch Apex was used to achieve our goal. If you’re not familiar with Batch Apex you can find more here in the Salesforce Development Docs. Business Use Case An organization’s sales team is using Salesforce CRM primarily to manage their Leads, Contacts, and opportunities. This […]
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Send SMS from Salesforce – Build Your Own
Code Sample Salesforce Consulting Technology[ Update ] We recently released an application on the AppExchange that provides the ability to send and receive SMS messages from Salesforce. If you’re looking for a pre-built solution you can find it here – Simple SMS Otherwise, if you’re just looking to flex your development muscle on the Force.com platform keep reading for […]
Use Email Services for Customized Email-to-Case
Code Sample Salesforce Consulting TechnologyForce.com Email Services is a great tool. Sometimes called Email-to-Apex, it allows for the ability to create an email address within Salesforce that can kick off and process Apex code. Setting up the email service address is quite simple; an overview can be found here on how to set it up. There are a number […]
Salesforce Implementation Success – Tip #2
Business Management Organizational Behavior Salesforce ConsultingIn the last post, I wrote about the importance of having a client designate the right internal project manager for the SFDC implementation project. Staying with the theme of sharing Salesforce.com implementation and consulting best practices I’ll share some thoughts today on documenting a clients’ extant business processes. Let’s assume that we have an understanding […]
Salesforce Implementation Success – Tip #1
Business Management Organizational Behavior Salesforce ConsultingThere are a lot of great blogs out there that focus on Salesforce.com. I know this because I actively read many of them. Most are written with a focus on development and administration, with technical code sharing and feature explanations. This type of information is certainly a great benefit to me and many others and […]