Salesforce Automation

Top 6 Google Chrome Extensions for Salesforce

There are now hundreds of different Google Chrome extensions which can be used to make your life easier when using Salesforce. Many of these extensions can save you time and increase your productivity so try a few out today. Here are some of our favourites as suggested by our team of consultants: API Names This small extension allows you to [...]

By |2018-03-08T08:58:53+00:00March 8th, 2018|Salesforce Automation|Comments Off on Top 6 Google Chrome Extensions for Salesforce

How to prepare a Business Case to upgrade to Salesforce Enterprise Edition

Business Cases are Tough Challenges Many organisations fail to exploit the amazing benefits of Saleforce.com because they need help to create the business case to upgrade to the more powerful Enterprise Edition of the platform. In the last year, the Professional Edition functionality has been extended to include some of the feature included in EE, but there remain powerful reasons [...]

By |2018-03-06T13:45:10+00:00March 6th, 2018|Business Process, Salesforce Automation|Comments Off on How to prepare a Business Case to upgrade to Salesforce Enterprise Edition

Commission Automation using Visualflow

Introduction Our client sells trrvel and concierge services to consumers. They needed a solution to automatically calculate the sales commission for each of their commission earners. They have target based sales commission and bonus programmes that are applied to different roles in the company, e.g. Sales Reps, Deal Managers, Territory managers, Marketing Managers, Collections managers, Training Managers. Sales commissions and [...]

By |2017-05-26T11:44:37+00:00November 29th, 2016|Salesforce Automation, Visual Workflow|Comments Off on Commission Automation using Visualflow