atelierstudios

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So far atelierstudios has created 3 blog entries.

Salesforce Lightning FAQ

We often get asked questions about Salesforce Lightning, here are our answers to the top ones: Q: What is Lightning Experience? A: Lightning Experience is the name for the all new Salesforce desktop app, with new features, built with a modern user interface and optimised for speed. Q: What is Salesforce Classic? A: Salesforce Classic is the name for the [...]

By |2017-08-08T14:34:06+01:00August 8th, 2017|Uncategorised|Comments Off on Salesforce Lightning FAQ

CRM Business Analysis

Business Analysis. Method without Madness Effective business analysis is required before funding a project that impacts your business processes.   For example,  a system implementation, process automation, new process introduction, or a compliance initiative. Business Analysis will ensure: Your needs and requirements are clearly specified You can quantify the benefits or return on investment of the desired solution You can [...]

By |2017-05-26T11:44:37+01:00March 9th, 2017|Business Analysis, Business Process, Project Management|Comments Off on CRM Business Analysis

Automatic Reschedule of Products using Visualflow

Reschedule Products - Introduction Our client provides payment gateway services and wins orders that have scheduled opportunity products over multiple years. When an opportunity line item is added to an opportunity, monthly scheduled item records are automatically generated starting from the close date of the opportunity. However,  the opportunity also contains a custom field ‘Revenue Start Date’ which should be [...]

By |2017-05-26T11:44:37+01:00December 20th, 2016|Uncategorised|Comments Off on Automatic Reschedule of Products using Visualflow