So You’ve Purchased Salesforce, Now What?!
You’ve done your homework speaking with friends, colleagues, hired spies to see what CRM your competitors are using, you’ve searched online and read reviews, you’ve even spoke with the sales people at Salesforce and finally came to the conclusion...Salesforce is the "must have" Customer Relationship Management system for your company…now what? Salesforce is an amazing tool, it’s vast with many [...]
Validation Rule – All or Nothing Scenario
We sometime run into Form Validation in Salesforce Standard Page Layout that requires us to think a bit harder. The requirement was to have the user to either fill out all the fields in the section or leave the entire section empty. In other words, if the user starts to input information into the section, all the fields are required [...]
Adding a Visualforce Page within a Lightning Experience Standard Page Layout
In Salesforce, we find the ability to embed a Visualforce Page in a Standard Page Layout very handy. As we’ve started to do more in Lightning Experience UI, we've explored how to do the same in Lightning. One of our Modules, Fleet Tracking, uses this technique and we want to share how to accomplish this. In our Labs demo, we [...]
Create a branded Web-to-Lead Form
Salesforce has a neat feature where you can connect your Web form to Salesforce's Lead Object. This means when a prospect on your website submits a form entry, a new Lead record is automatically created in your Salesforce org. Here are the steps to create this form. 1) Add additional fields in Lead Object Lead object gives you almost everything [...]
June Wrap Up
Another busy month! Everyone was talking about Salesforce’s Wave platform, what it is, and its features. I read a great review for the Salesforce 2015 State of Marketing Report, which reminded me just how important mobile applications, marketing analytics, and customer relationship management tools are; plus an article highlighting Salesforces’s updates and features for the Summer 15 release that just [...]
Enhance your Lead page with Visualforce and Bootstrap
Salesforce has a neat feature where you can connect your Web form to Salesforce's Lead Object. This means when a prospect on your website submits a form entry, a new Lead record is automatically created in your Salesforce org. Here are the steps to create this form. 1) Add additional fields in Lead Object Lead object gives you almost everything [...]