In this episode of ShellBlack Whiteboard, Shell walks you through how Validation Rules in Salesforce can help you enforce data quality to ensure users cannot enter conflicting information, save a record that is missing key fields, or enter data that is not in a standardized format (to help downstream with reporting). Shell takes you through…
When I was first exposed to Salesforce back in 2005, it blew my mind. At that time I had been working for large companies that were stuck between the extremes of very rigid ERPs like SAP (that almost never got updated due to the expense and time involved), and “lowest common denominator” tools like Excel….
If you are a certified Salesforce professional you probably received an exciting email from Salesforce around December 10th 2013 inviting you to participate in a new online certification verification program. To complete the process you simply had to login to your Webassessor account. As soon as you did you were given the ability to opt in to…
At Dreamforce ’13 Marc Benioff took to the stage with some amazing flashy sneakers. The red soles were a clue that he was wearing Christian Louboutin shoes once again. In fact, Marc let the cat out of the bag with this Tweet: So let’s take a look at Marc Benioff ‘s “Cloud Walker” shoes in…
It was the last day of Dreamforce ’13. Francis Pindar (@radnip) and I had just finished up manning the Genius Bar that morning, and box lunches in hand, we trekked the 10 blocks from the Hilton Grand Ballroom over to the Yerba Buena Center for the Arts where Parker Harris’s True to the Core session was…
The scenario described in our previous blog post on analyzing data during a migration tells a very realistic story of a user just trying to get her job done while challenged with capturing required information for management. There was no malice or ill-conceived attempt to sabotage the company’s data, but nevertheless the data that resulted from…
Data migrations are a necessary part of transitioning from your current system to the Salesforce platform. Because of this, there is a strong case to be made for tools that can easily move data from your current system to Salesforce with a simple click of a button. However, this dream of a single click migration…
Not everyone is cut out to be a consultant. In fact, to be blunt, few posses the right blend of knowledge and skills to excel at the profession. People and companies hire consultants to develop and deliver better solutions more efficiently than they could on their own. Clients buy consulting expertise to help ensure a…
In this blog post I’m going to take a look at Salesforce Insurance Edition – an overlay or set of pre-packaged customizations for the insurance industry. Earlier I looked at Salesforce for Wealth Management, and in comparison this is much less complicated solution. Essentially the Salesforce Insurance Edition is an overlay comprised of two custom…
In this episode of the ShellBlack Whiteboard, Shell illustrates how to setup security by taking us through a set of security requirements for a fictitious company. Shell uses different use cases to illustrate how you can leverage the Role Hierarchy and Sharing Rules to grant record access in Salesforce.com. Shell touches base on sharing rules…