Recent Posts
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…
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…
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…
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…
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…
Deduping strategy across multiple systems for universities using salesforce
If you are an university using sfdc and if you have a data warehouse, student information system like Banner, one of the challenges is to…
Loading data in SFDC, compare tools and prevent problems
This post is a session which i did yesterday at philly force admin group. My session covered topics on how to use jitterbit data loader,…
Using process builder to update the last contact your faculty had with student for university salesforceCRM users..
If you are an university using salesforce CRM, one of the actions your student counselor would like to know the date and time when your…
How to merge student records after deduping and proactively prevent major disasters..
If you are an university using salesforce crm, one of the common challenges you face is merging student records after finding the duplicates using demand…
Prevent duplicate contacts on lead conversion and enable automatic lead conversion for universities using salesforce..
If you are an university and using salesforce, one of the challenges we face is converting lead to contact without creating duplicate contacts in salesforce…
