Microsoft Gold Cloud CRM and Gold Cloud Platform Partner

Deploy in Four: Changing Course

Before switching gears, let me recap what has transpired so far. We had our first planning session on January 12, 2016. The next three weeks we spent outlining the project and decided to work on the receiving end of things. In early February I started configuring in...

Deploy in Four: Process Builder

The legacy Salesforce workflows were useful, and they still perform functions that cannot be accomplished by other means. However, I feel that they are cumbersome to create, name and maintain. Process Builder, on the other hand, is awesome. Aside from some quirky...

Deploy in Four: Consolidating Objects

Picklists and lookups are both very powerful. Sometimes it is easy to decide which to use in a certain situation, and other times it is not. Picklists or Lookups? Picklists, or drop-down lists, allow the user to choose one (or more in the case of multi-select...

Deploy in Four: Simplifying the Entry Process

I was so proud of this first object as well as the data it supported. The chart was a winner. All was going so well until we walked through creating a donation record. “So, we will have to choose the program every time?” “If an individual makes multiple donations at...