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 […]

VIDEO: Visualising Solutions – How to Communicate Your Vision

Trust and Confidence Aside from building the solution itself, these two things are arguably the most important things you have to build when you’re implementing any kind of new software solution. Think about the last implementation you did – be it an internal or an external project. Your stakeholders have been through negotiations on scope, on price and on quality. […]

2 Step Approval Processes in Salesforce

Imagine you’ve got a record in Salesforce that needs to be approved and double-checked. That’s easy enough to build, just build an approval process with a number of steps and force unanimous approval. But what if you have a business process that involves two steps of approval, and should the record be rejected at the second level, you want it […]