Salesforce CPQ: What to Consider and When

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Salesforce CPQ: What to Consider and When

Are you considering purchasing a CPQ tool? Have you looked into many, and want to know whether Salesforce CPQ may (or may not!) be the right tool for your business? This article will help you discover if Salesforce CPQ is right for you. 

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6 Reasons Everyone with Salesforce Needs an Admin

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6 Reasons Everyone with Salesforce Needs an Admin

Do you really need a Salesforce admin? Yes, you do. Salesforce is an investment in the future of your business, so every business with Salesforce, even a company with a total user count of one, needs a Salesforce Administrator to get the most out of that investment. Read on to find out why.

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Apex Development: Querying for child records more than 1 level deep - a JSON workaround

I recently had a situation where I wanted the ability to query the database for a list of records, and for each of those records I wanted to include data from some child records (from a master-detail relationship), and then on each of those I also wanted child records (from another master-detail relationship), and then finally I also wanted to include data from a related record (lookup relationship) for each of those child records.  So I wanted to write a top down query (by top down I mean selecting on the top level object) that gave me a List of (top level) SObjects that included data from child records up to 4 levels "deep".

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Salesforce Lightning Week

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Salesforce Lightning Week

Starting this week is Salesforce's Developer week; and today I traveled to Greensboro to learn about Salesforce's Lightning framework for building apps, processes, and connecting data. I love learning about new things and Salesforce just keeps getting better.  Here's a quick overview of each piece of the puzzle that we covered, an example of how to use it, and a link to the tutorial where you can try it out yourself.

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Welcome Chad Pfrommer

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Welcome Chad Pfrommer

I'd like to welcome Cloud Giants' newest team member, Chad Pfrommer.  Yes, yes - we have the same last name.  No, no - he's not my hubs. Chad's my brother-in-law and a great developer.

Chad brings to us a wealth of experience in technology and will drive the programatic development that Cloud Giants delivers. 

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Salesforce Duplicate Management: 7 Implementation Tips

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Salesforce Duplicate Management: 7 Implementation Tips

"Oh my goodness, I've been waiting so long for duplicate management, I CAN'T WAIT TO TURN IT ONNN!!!!" - Says many a Salesforce customer. Yes, its SUPER exciting, I am definitely jumping up and down about this, but slow down, wait a minute. Don't rush in and just turn it on, its tempting, but you want to take a pragmatic view of this - Turn it on too much too fast, and your users are going to be upset - maybe even stop putting data into the system. 

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From Oops! to OH YEAH!!

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From Oops! to OH YEAH!!

I have a confession, I make mistakes. I am human. I try to remind my clients they are human too - they work with new technologies, they are learning, mistakes will happen. I’ve learned more from my mistakes than from my successes.  My customers often get nervous when setting up their very first email template in Salesforce.  They want to be sure it looks right and has everything they need.  They worry they will send to the wrong people, or send too soon.  But knowing how to recover from a mistake is one of the most important things a business can do to retain trust amongst their customers.  

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Spring has Sprung! Spring 15 is AH-MAZ-ING!

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Spring has Sprung! Spring 15 is AH-MAZ-ING!

Have you read the release notes yet for Salesforce's Spring 15 release yet? No? Well you should get in there, its so impressive, all the great new features Salesforce has added . . . I can't remember a release that was this awesome.  Can you?  

Here's a list of my favorite things that are coming in the next release. . . .its a long list, that's how much Salesforce has delivered.

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