Many times we were asked from various social media platform including Linkedin, Twitter, Pinterest but not limited to tech forums like Salesforce Stack Exchange, Stack Overflow for a Salesforce app to download attachments. I remember one question from a user where he posted asking: “Is there a possibility of getting associated attachments of opportunities, quotes […]
Accessing & Exporting Salesforce files to use with your other App
One of the common questions that we often get is “I have attachments or images in a document folder, how can I publish it on our website or web application?”. There are some easy ways to do it using one of our tools DBSync Cloud Replication for Salesforce. DBSync Cloud Replication for Salesforce helps data […]
Cloud Strategy – Apps, Integration, Subscription and you
Since Cloud computing has made big leaps in the past few years by emerging as a conventional business tool, several strategies have consequently surfaced. These myths aren’t necessarily as risky as they were initially presented to be, but they certainly affect our methods of approaching solutions in the Cloud computing space. The following is a […]
Clean Your Dirty CRM Data – Data Quality
We all know this story. Salesperson X logs into Salesforce. Notices a new lead assigned to her. Picks up the phone to call and speak with this lead and hears, “You have the wrong number” or “That person doesn’t work here anymore” or “The number you have reached is not in service”. The example could […]
Managing Subscriptions with Salesforce and your Accounting
As companies move to a Service-Delivery and Software-as-a-Service model the focus shifts from building and selling products to managing ongoing or recurring customer relationships, resulting in predictable revenue streams – adding a new challenge for billing them. This article will outline the design concepts, configuration considerations, and setup recommendations to support recurring services business models […]
Salesforce – Why It’s The Most Important Tool for SMBs
While new marketing channels seem to be coming up every month and innovative techniques for lead generation are always needed, having an established sales mechanism to properly process those leads is a must for small and medium sized businesses (SMBs / SMEs). To ensure your sales team is the best it can be, it’s highly […]
Are we safe beneath the clouds?
Today I won’t restrict my comments to any specific cloud application but will comment on Cloud computing as a whole. I’m sure most people will support me when I say that cloud computing has become a major part of our life on a daily basis. From online banking, purchasing items from Amazon, and in daily interactions […]
Master Data Management – How To Plan It
Most of us are aware Master Data Management is not just managing data, but it’s beyond just MDM, it actually requires use of technology, data integration tools & processes to create and maintain consistent and accurate list of master data in organizations. Master Data Management or MDM typically called as might become a nightmare for […]
Issues with substandard Data Quality
Quality of data plays a major critical role in industries like retail, telecommunications & financial services with large customer base. Most organizations falling under these industries in a rush to capture market share and to add new customers give secondary thought to quality of data captured, leading to substandard customer data with inaccurate, duplicate & […]