Have you ever taken a good look at how many individual steps your day-to-day operations involve? How many different documents or spreadsheets do you handle a day? How many programs do you use to manage them? With the right apps and integrations, you can handle more than just loan management in Salesforce. Lenders can manage […]
Under normal circumstances, businesses facing financial hardship have a number of options to help weather the storm. The financial stresses of the Covid-19 pandemic, however, are far from normal. So, what does this mean both for lenders and borrowers? Disruptions affecting supply chains and cash-positions eliminate the option to simply return to normal even […]
The 2016 company Holiday Party was at Pinz Bowling Center. No perfect games were bowled.
If you’re not already familiar with Trailhead, you’re missing out! Trailhead is one of the most valuable tools for developers, admins, and even end-users across the Salesforce community, with valuable lessons and resources for users across all experience levels. The Trailhead team is hosting a conference in San Francisco, and while it’s too late to […]
If you’ve been using Salesforce for a while now, you probably have built dozens of Workflow rules to streamline your processes and help your team accomplish more every day thanks to powerful and easy to build automations. Occasionally, you’ve probably come across that pesky rule that just won’t work the way you intended, and you […]
If you’re a Salesforce administrator or developer, you probably have a pretty full plate trying to keep up with requirements for your team. There’s a lot to do, and it can be hard to keep track of all the moving pieces. It’s even more complicated if you have larger projects with multiple resources and a […]
The 2015 Holiday Party was held at Pinz Bowling Center. Good times were had all around.
You have hundreds, no, thousands of records you need to get into Salesforce in a snap. The Data Loader and dataloader.io are too intimidating, or maybe there are some limitations keeping you from using those tools (maybe you have a lot of integrations and no free API calls). Maybe you just want a clean, easy […]
If you caught the season 5 premier of Game of Thrones, you saw the incredible flashback that kicked off the episode (no spoilers or leaks here, so no worries). This epic scene gave viewers an insight into the background of one of the least understood characters and gave us a glimpse into why they are […]
Maintaining data quality is crucial in any Salesforce organization. Junk data makes reporting more complicated, reduces the accuracy of business metrics, and requires significant time to both identify and fix. In an attempt to avoid these problems, administrators frequently increase the number of required fields and active validation rules. No doubt these features play an […]