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I’m a Salesforce.com Certified Force.com Developer
I have finally formalised my Salesforce knowledge and taken the certification exam to become a Salesforce.com Certified Force.com Developer. So what does this mean? Well Salesforce’s idea of being a...
View ArticleDifficulties using Email in Salesforce
The subject of this post may seem a bit harsh, but hopefully by the end of this longish post, you will see where I’m coming from. My call right now, is that there is NO email solution that works with...
View ArticleQ and A: Training Resources for NFP Users on Salesforce
Question I work for a Not For Profit and we use Salesforce. I need some training, but we have a limited budget – any ideas? Answer Sure, there are lots of online resources that can help you: Online...
View ArticleQ and A: Salesforce Custom Button to Replace Convert Lead Button
Question Kim asked a question about Salesforce: I need to create a custom button to replace the lead convert button, what we want is to be able to assign a different owner to the...
View ArticleThe state of CRM Systems for Not For Profits
I like working with Not For Profit organisations, especially since they usually have old technology and outdated systems so there is so much that I can help your NFP with, that can revolutionise the...
View ArticleSalesforce Chatter Notifications
Chatter is a great tool, and if you use Salesforce, you should be using it, and using it every day – many times a day. Chatter is great for “working out loud” and keeping others in your team up to date...
View ArticleUsing Wufoo Forms with Salesforce
You need to get information from your website into Salesforce, especially for Leads for new clients. If you are on full WordPress you can use Gravity Forms for Salesforce plugin – it is a free plugin...
View ArticleQ and A: Apps for Service Delivery
Question I’m setting up a new business that is very focused on service delivery. Which cloud-based apps should I use to get started with my business? Answer Wow, this is a big question, and the answer,...
View ArticleSo, you want to learn Salesforce?
I had an enquiry from a client this week; one of their staff members wants to learn more about how to use Salesforce. “Cool, let me come up with some project ideas that can help your business and we...
View ArticleAdvice for Salesforce Career Progression
I am currently looking after the Melbourne Nonprofit Salesforce User Group and one of the attendees asked me for some advice on how to get ahead in their Salesforce career. Yes, I do have to understand...
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