Dynamic Approval Routing in Salesforce

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By Bartee Natarajan An approval process is used in Salesforce to initiate one or more collaborative business processes on a Salesforce record. It is very handy to choreograph the transition of the record between various stages, with specific individuals initiating the transition. An example of a standard approval process is an Opportunity that goes from… Read More

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Tips for Enabling Salesforce Live Agent

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By Urminder Singh Salesforce Live Agent allows your organization to connect with your customers or visitors to your website in real time through a web-based, text-only live chat. Now you can deliver answers faster and say an actual “hello” to your future customers. A cleaner, consolidated view is also possible in just a few clicks,… Read More

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How to Save Dashboard Space in Analytics Cloud

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By Surbhi Jain Salesforce’s Analytics Cloud — better known as Wave — was released at Dreamforce in 2014. Since then, many sales teams have found it to be a great way to unlock useful data. But making sure sales professionals get great-looking dashboards requires some technical know-how. It's common that a sales rep would want… Read More

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Best Practices for Using Medallia Survey Questions

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By Elliott Johnson Intent doesn’t always equal impact. The space between what we ask in a survey and what we expect to receive leaves quite a bit of room for interpretation. For example, everyone’s perception of time — especially when it entails waiting — is different. When surveying customers, it’s best to avoid time-related questions,… Read More

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11 Integration Tips to Hit Your Cornerstone OnDemand Go-Live Date

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by Kevin Churbuck Having had the benefit of being both an Implementation Consultant and an Integration Consultant for Cornerstone OnDemand clients, I know the ins and outs of successful and not-so-successful implementations. The deciding factor in meeting your desired go-live date — aside from setting a realistic date — is the execution of your Integration… Read More

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How to Create a Multi-Sheet Excel Workbook from Apex

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By Neeraj Gupta and Rohit Sharma We often need to generate reports in Salesforce — sometimes for a single object, sometimes for 2 or more objects. Some organizations needs data analysis calculated using different objects in the same document, separately, along with charts. Of course, the most common way to do this is in using… Read More

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Quick Guide to Using Apache Ant for Salesforce Deployments

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By Shailendra Singh Apache Ant is a Java library and command-line tool. Ant was originally used for building Java applications, but Salesforce.com supplies extra libraries to enable Ant to move metadata between a local directory and a Salesforce org. The Ant-Salesforce Libraries are known as the Force.com Migration Tool. There are many methods for migrating… Read More

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A Quick Guide to Mobile Application Testing

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By Neerav Patel Mobile app development takes more than just developers. A good Quality Assurance (QA) team can save organizations from headaches later on. Not surprisingly, mobile app testing requires QA skills just as regular application testing does. But because of the different mobile devices, operating systems, and browsers, mobile testing is an increasingly important… Read More

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Getting Iframes to Communicate in Salesforce

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By Rohit Sharma Simple as it may seem but to send data from Inline Visualforce page to service console's sidebar panel, it took us about three days to get this working. What we were trying to do is communicate between two iframes (which may or may not be on same domain.) Obviously, we wanted to… Read More

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Using Process Builder to Convert Contacts into Person Accounts

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by Taylor Pariseau When using Tasks with QuickCreate turned on, users only have the ability to create a new Contact from the Name lookup field. Sometimes Contacts should be PersonAccounts. The process I spell out below will help you use the newest Salesforce features to convert an orphaned Contact into a PersonAccount. Utilizing the Process… Read More

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