Jordan MulliganAuthor

July 30, 2020 - Permissions – Where do I start?

Jordan Mulligan

Are your employees unable to access the new application you built for them? Are your managers unable to see the work of the employees they manage? Are your customer service teams struggling to collaborate together on a case? If any of these situations apply to you, you may have permission issues within your Salesforce org.

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Jody UptonAuthor

May 11, 2020 - Customer Service in Salesforce Consulting

Jody Upton

I like to say I grew-up in a Call-center. I have been working in the Salesforce consulting space since 2011, but before that I worked my way through a variety of jobs in a call-center. One of those jobs taught me Salesforce, and for that I will be forever grateful. It was in the call-center that I learned the value of customer service skills. While part of customer service is a talent, part of it is knowing what your customers expect when you are working with them. Salesforce users expected competence and the ability to listen. I worked towards that goal every day. Now in my work at Apps Associates, I use all of those skills and more as I work with clients to implement Salesforce for their unique needs.

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John ChristyAuthor

April 29, 2020 - Solving the Mystery of Lightning

John Christy

Many Salesforce users have heard about the Lightning platform, and are possibly using it, however, they don’t understand exactly what it is. For most people, there is a mystery surrounding Lightning. Is Lightning a new User Interface? Is it a new way to build applications? Does it work with Salesforce Classic? The short answer to all of these is “Yes”, although the details behind each of these questions is what causes most of the confusion. In 2014, Salesforce launched the new Lightning Experience. Since that time, there has been a slow adoption of companies to shift their Salesforce Org from Classic to Lightning. This has been due in part to three main reasons. First, most users are unclear about exactly what Lightning is. Second, in order to make the transition it requires the refactoring of Visualforce pages and Apex classes to Lightning Web Components. And lastly, some Classic features have not been readily available in Lightning. To help demystify the Salesforce Lightning platform I will address the three main questions most of our customers are asking:

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Mark SimpsonAuthor

March 26, 2020 - Simple tasks to ensure that critical customer data and metadata is properly protected when executing a major or minor release to production in Salesforce

Mark Simpson

While this subject seems to be a no brainer for most experienced Salesforce consultants, this happens much more than we care to admit. We are constantly building solutions that have many moving parts managed by, potentially multiple, teams located throughout the world or even in the same building. Configuration is constantly being pushed through the various development streams culminating in a release to production. Even with the best controls in place, one team may have had an end user ask for a simple configuration change to be made and it does not make it into the formal release documents…

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Jordan MulliganAuthor

January 16, 2020 - Salesforce Practice 2019 Year in Review: Success Stories

Jordan Mulligan

Our practice saw a huge uptick in customers who wanted to enhance their Salesforce experience. How could you blame them? Salesforce CRM is the powerhouse for data! Three hot products for our practice this year were CPQ, Field Service and of course, integrations. Let’s look at some of the success stories of 2019 here at Apps Associates and see if you’re in a similar situation to some of our clients.

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Francis CrumpAuthor

October 1, 2019 - Demand for Einstein Analytics on the Rise

Francis Crump

Rapid growth in available data has increased the amount of time and sophistication necessary to make sense of enormous data. Making this data actionable has become its own industry. Demand for artificial intelligence (AI) is burgeoning quickly. According to Statista market research, the market for AI will increase from $9.5 billion in 2018 to $118.6 billion by 2025 in the US alone. How long ago did point of care first responders only dream of using AI-driven hand-held ultrasound to assess injury; AI-driven pattern detection systems now diagnose and inform emergency personnel when abnormalities are detected and suggest next course of action. Similarly, Salesforce Einstein Analytics Platform is the leading innovation in business intelligence. While Salesforce CRM is the leading software in increasing business data visibility, Einstein Analytics was developed specifically to expand business user-centric access to analytic apps leveraging algorithms to identify trends too complicated to view or detect otherwise, diagnose shortfalls, and suggest next actions.

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