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 […]

Salesforce Solution Design: Success is a Team Sport

I think I speak for many admins and consultants when I say that thinking about a Salesforce solution can be harder than configuring it. By the time you’ve finished gathering requirements, mapping processes and mocking things up, the solution you plan to build is nicely taking shape in your brain. The big question is: how can you be certain that […]