Salesforce Technology

Lightning Experience is going to be the all new Salesforce for your users. It is a big change for not only Salesforce but also your organization. So, how do you make sure you and your users are ready for this?

I am a big fan of all tools that help me organize. It is another story that I still stay disarrayed, but that’s just me. Notes of all types help me stay up to date, focus on the tasks at hand, and prioritize my day.

If you have worked on projects subject to regulatory compliance requirements, you would understand how important is the security (and tracking) aspects of the application. It is typical of those implementations to ensure data security through standard encryption mechanisms.

Today was the beginning of the “all new Salesforce”. And, it wasn’t exaggerated - by and large. It is a fact of life that things get judged by the appearance. Salesforce has been an excellent CRM product but the UI, though functional, has looked dated for a while.

“Choice of browsers are a good thing for consumers” they say. Ask any developer and they may think you are crazy. Different browsers bring their own quirks, inconsistencies and benefits to the way they render content.

You can do cool stuff using “External Objects” in force.com - namely, access the data from force.com application through yet another tab. If you think that is cool, this post is indeed for you.

The typical way to configure in salesforce/force.com is to point and click. This is easy, effective and often the chosen way to do configuration to build applications on force.com. .. it is almost boring for developers like me.

In typical CRM systems, attachments are typically the “children” of some parent entity. Visibility enablers at the child level are often implemented as an after-thought in CRM systems, and that tends to cause multiple issues with the way they are used.

Date fields are present everywhere in any CRM application, and SFDC is not an exception. SFDC provides a number of ways in which you can work with date fields. There are more than a few things that you will find unique here, that look “oh so obvious” in hindsight.

Multiple-value fields, or multi-select fields are typical in any CRM system. For e.g. an account has multiple addresses, or, a contact can have multiple telephone numbers. But, so far CRM systems except Siebel have been laggards in implementing such a function.