Switching to Lightning? Warn Your Users Now

I have finally had the opportunity to take part in the planning for a Lightning switchover project! The one project I’ve wanted to do since I became engaged with Lightning two years ago. I’d love to share some advice that’s based on what’s tried and tested – hopefully it will help you as you plan your own rollout. Share This:

Salesforce Project Chronicles: Automatic Renewals

My first corporate client was a media company who wanted help building a clever renewals process within Sales Cloud. They had recently gone live with simple Opportunity management. Process Builder didn’t exist in 2010, so it was really the first chance I had to start designing coded solutions. It was a great project that really tested my ability to translate […]