Strategies to follow when you build a custom file import module in salesforce using apex and visual force

If you are  a salesforce developer or architect planning to build a custom  file import module in salesforce, this blog post would help you to…

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Proactively managing referrals for hospitals using salesforce

If you are a hospital managing your patient referrals and reporting on them is always a challenge when you use legacy system like Epic which…

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Comparing Data quality tools like DemandTools, RingLeads and Cloudingo

One of the decisions most of the salesforce admins wrestle with is to identify a data quality tool to help in deduplication and maintaining data…

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Measure data quality in your org and identify root causes with simple steps

If you are a salesforce admin or use salesforce, one of the challenges we face is data quality. Even though it is understood that there…

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Trouble shooting marketing cloud email tracking results are not pushed back to salesforce issues

If you are a salesforce user and just moved to marketing cloud for your campaign, the challenge of getting the email tracking results back to…

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Winter 16 features for universities to watch out for excluding lightning

If you are an university using sfdc sales cloud and communities, I am sure there is a lot of hype on lightning on the winter…

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Strategies to sync Banner, Salesforce, Datawarehouse and other systems..

If you are an university using Salesforce crm or planning to use SFDC, one of the daunting questions always is how do we manage student…

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Preventing duplicate opportunities in sfdc for multiple web form requests for B2B customers

If you are using web to lead forms in salesforce for B2B customers and let us say there is a email campaign which you had…

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Creating a CRM Strategy for organizations which just merged after a M&A

Corporate world is always full of merger and acquisitions. The challenge for organizations is how do we go about in crafting a CRM strategy, which…

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Updating master object field with most recent child objects record in salesforce crm..

If you are using salesforce crm, one of the challenges is to update master object fields with most recent record child record field. E.g would…

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