Now What? – Marketing and Sales Software Guide
You’ve decided to launch Marketing Automation or a new CRM and now just one question remains – Now What? – A guide to how to start your sales and marketing software journey.
Record Locking in Salesforce
In the last post, we looked at implementing a custom version of the Salesforce vote object to avoid potential record locking issues for custom objects. We did this with a child helper object that contained the data, which was then rolled up onto the parent object. But what if we
Avoid Record Locking in Salesforce Communities with Rollup Fields
When a record within Salesforce is being updated, the record is temporarily locked during the process. This prevents any other processes from making changes to the record while the update, and any other workflows/triggers executed as a result, are being processed. Most of the time this is not an issue,
The Customer Journey Part 2
The Customer Journey is the crucial aspect of any business. Knowing and being able to personalize the interactions with every customer despite the scale of your company is the key element to success, no matter the level of automation. Salytics specializes in this journey, and this is the second post
Customer Support Portal
Our client was looking to switch their online customer service portal to one that was fully integrated with their Salesforce instance. Included in the requirements were 3 main sections of the portal: knowledge, support, and community. The portal would need to support internationalization (languages) in the future. The portal would
Annual Subscription
When our client approached us to help speed up their processes we jumped at the opportunity to create a great custom solution that we expect many service companies could use. Our client’s products are predominantly year-long subscriptions to their services. As such, each opportunity within Salesforce represents a 1 year