Liberating the UI from the Database
There’s clearly a lot happening in the SaaS and AI space, more questions than answers at this point. One thing becoming clear […]
Category: Blog
Activity scoring using row-level report formulas
There are times when you want to assign a score to an activity, such as an event, based on the activity type. […]
Salesforce Customer Data Platform (CDP)
Salesforce Customer Data Platform (CDP) is a product offered by Salesforce that allows businesses to collect, unify, and activate customer data from […]
Using ParentGroupVal in Salesforce reporting formulas
The ParentGroupVal function is used in Salesforce reports to group the values of a field by the value of a parent field. […]
The do’s and don’ts of Salesforce product ownership
I’ve been working in the CRM and related domains in the Financial Services sector for close on two decades. I spent most […]
Getting the most from Trailhead
Anyone in the Salesforce ecosystem will know about Trailhead. It is a mighty resource but there are some points to note to […]
Using PrevGroupVal formula in Salesforce Reports
Use the Report Summary Formula PrevGroupVal to compare metrics between peer groups. For instance use it to compare won amounts over successive […]
Spring 22 release
Spring 22 is upon us. Some highlights: Revenue Intelligence provides sales leaders with actionable insights throughout all customer touch points — from […]
It is what it is
Can we stop using this phrase? On one hand it is uttered in frustration. It is a clear statement that someone has […]
App Builder Winter 22 maintenance
Here’s a look at the features covered in the maintenance module. Multi-factor Authentication (MFA)From February 2022, MFA will be required – there […]