Trick and Treat Time for New Salesforce Administrators
Desynit Salesforce Innovators
by Desynit
5M ago
Cue spooky music… It was the dead of night and whilst trapped by a sleeping toddler clutching my neck, with no chance of transferring her to her cot, I thought “how scary could it really be?!” to change my career and become a Salesforce Administrator. Well, roll on a year later, and after much study, I landed my first Admin role. The process however, would have been much more terrifying if it wasn’t for these useful tricks and treats which helped, me, a midlife-Mum get to grips with using Salesforce a lot quicker. 5 Wizardry Salesforce Administrator Tricks 1. The thought of navigating some re ..read more
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Taking the Salesforce JavaScript Developer 1 Certification
Desynit Salesforce Innovators
by Dorian Sutton
2y ago
Last week I finally sat, and passed, the exam for the Salesforce JavaScript Developer 1 Certification. I say ‘finally’, because I had been keen to get this certification since it was announced in early 2020, partly because I’ve always been fascinated by JavaScript, but mainly because its becoming one of the most important languages in modern software development, on and off the Salesforce platform. So why did I wait so long to go for it? It would be easy to blame the Pandemic, family and work pressures etc, but the truth is, as somebody whose experience of modern JavaScript has mostly been Sa ..read more
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CPQ: Enhance your Quote Line Editor with Custom Scripts
Desynit Salesforce Innovators
by Pedro Molina
3y ago
The CPQ Salesforce Revenue Cloud Quote Line Editor is a great tool. In comparison with the standard opportunity line editor, its user interface and the different features that can interact with it can be a game-changer for a sales rep. But, like every single APP, the Salesforce Revenue Cloud Quote Line Editor has its own limitations. And one of those limitations is the data source. The Quote Line Editor can read information from two sources. The Quote and the Quote Line. The Quote Source Information from this source can be any field in your Quote record. But also, an ..read more
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Salesforce Wire Adapters and LWC Lifecycle
Desynit Salesforce Innovators
by Pedro Molina
3y ago
Something that can catch your attention when debugging an LWC with an @wire, is that if you set a breakpoint just after it, the first time that this breakpoint stops, the data will be undefined. And yes, just the first time, because the code will go through this breakpoint again before you can manually interact with the LWC, and this time, the data will contain information. My first thought when I first saw this behaviour –  “Hold on, what?!” But I obviously did not understand the wire adapters, but also the LWC lifecycle. Until now! The Lightning Data Service (LDS) wire adapters ar ..read more
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What to look for in a Salesforce partner to support technically complex products
Desynit Salesforce Innovators
by Desynit
3y ago
So many Salesforce partners, so much choice. How do you choose the right one? When it comes to delivering technically complex, innovative projects on the Salesforce platform, your choice of partner is going to have the biggest influence on your level of success.  The problem is that there are plenty of outsourced partners out there who would love to help you develop new Salesforce capabilities – and many of them are able to deliver good results. But you really need to separate the good from the great. Here’s our quick guide to what to look out for to make sure your first choice ..read more
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Why you should build an automated sales process.
Desynit Salesforce Innovators
by Desynit
3y ago
Different paths, same door B2B selling can be a highly complex. Every deal is different and there is so much to do and remember to successfully progress the sale to closure. What is the process that I should be following? What supporting tools should I deploy? Which colleagues need to be involved? And what existing best practice might be available to me based on past similar sales situations where we have been successful? These issues and many, many more all need to be juggled to get the sale. Given that the complex B2B sales effort spans different departments of your organisation and the pos ..read more
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How to integrate Salesforce.com with PayPal
Desynit Salesforce Innovators
by Desynit
3y ago
When you need to integrate Salesforce.com with PayPal If your business model means that you need to make variable payments to individuals from your Salesforce.com platform, then you might want to think about integrating with PayPal. Let’s say for example that your business is to run a website providing information and reviews on where to get a good cup of coffee. Your customer base can register on your site, and then send in reviews and ratings on their experience at a specific independent coffee shop or chain. You build up a valuable bank of information, and in return you pay ..read more
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How do you benchmark your progress on Salesforce?
Desynit Salesforce Innovators
by Desynit
3y ago
So how are you getting on with the digital transformation of your business? Have you got it cracked? Maybe halfway there, or at least doing better than your competitors. Perhaps you are not really off the blocks yet? It’s impossible to answer a question this wide. What’s more, the answer you get will depend on who you are speaking to in an organisation and what they understand by the term ‘digital transformation’. Given that it seems to have become the business buzzword of our time, it’s probably worth agreeing what ‘digital transformation’ actually means. ‘The use of technology to radically ..read more
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Start with strategy
Desynit Salesforce Innovators
by Amy Grenham
3y ago
‘We need a strategy for digital!’ Uh oh. The alarm bells are ringing. The thing is, having a ‘strategy for digital’ nowadays is a little like having a strategy for people. Or problems. Or processes. In the same way that these things don’t really make sense as a separate line item in your strategy document, neither does ‘digital’. However, this can pose a real issue if you are one of the many businesses that began in a less digital-era than now (let’s say pre-2010).  You almost certainly didn’t start off as a ‘digital business’, but rather you are now you are in a position of retro-fittin ..read more
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The vital signs it’s time to restart your romance with Salesforce.com
Desynit Salesforce Innovators
by Desynit
3y ago
Managing relationships can be a tricky business, and no doubt that’s what was behind the initial decision to bring in Salesforce.com in the first place. Bringing in a CRM tool was supposed to make everything fall into place right… How is that working out for you now? We’ve seen a lot of organisations doing business on the cloud platform and unfortunately for some, it can be a doomed love affair. After the initial honeymoon period (‘Oh my goodness, I could gaze at these dashboards all day etc’), there can be a period of frustration (‘WHY WON’T THIS WORKFLOW WORK!?). Perhaps you didn’t communic ..read more
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