Justin BrillAuthor

December 22, 2016 - The Problem with Community Case Management and How to Solve It- Part II

Justin Brill

Recap

In Part I of this post, we explored the benefits of a Salesforce Customer Community, as well as some of the challenges one may encounter in actual implementation. Specifically, we identified the challenge of account access facing external, customer users. If your organization utilizes the standard Salesforce Account Model with a hierarchy of accounts, your customer contacts may be listed on service cases for multiple accounts if they act as contacts to cases for more than one bill-to or ship-to site. This will become a larger issue once your customers begin creating their own support cases from your Customer Community. We saw last time that our customer, John Doe – who is a contact Acme Corporation in Waterbury, CT – is only able to create cases for his default account: Continue reading “The Problem with Community Case Management and How to Solve It- Part II”

Justin Brill

Justin joined Apps Associates with five years of in-house Salesforce administrative experience within the Renewable Energy industry. He hails from Denver, Colorado (Go Broncos!) although he was born and raised in Sacramento, California. In his spare time, he enjoys volunteering, cooking, and all four-wheeled things fast and loud.

Julian TroakeAuthor

December 4, 2016 - The 6 Telltale Signs Its Time to Switch to CPQ

Julian Troake

CPQ Image Opt BI found this great eBook from Salesforce, “CPQ Made Simple – A Guide to Configure, Price, Quote” that tells you everything you need to know about CPQ (Configure, Price, Quote). Below is an excerpt from the eBook that gives you six telltale signs that it’s time to switch from the traditional method of producing sales quotes to a CPQ tool. Continue reading “The 6 Telltale Signs Its Time to Switch to CPQ”

Julian Troake

Julian is the Marketing Director at Apps Associates and is responsible for developing and implementing the marketing strategy. Julian has a broad background in IT services marketing, communications, internet marketing, and sales support and has delivered successful marketing campaigns across the globe. Prior to joining Apps Associates, Julian held senior positions in Fortune 500 companies like Xerox and EMC Corporation.