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Tag: salesforce

Go with the Flow – A Guide to Salesforce Flows

Go with the Flow – A Guide to Salesforce Flows

Salesforce has continued its investment in the development of Flows in recent years. Flows replaced Workflow Rules and are an intuitive, canvas-based method of designing automations. But what are the common use cases for Flows?  Record Triggered Flows The most common use-cases for Flows are to automate the updating or creation of records from a […]

From Poacher to Gamekeeper : Building a Career in Salesforce

From Poacher to Gamekeeper : Building a Career in Salesforce application architect

Having just achieved my 10th Salesforce Certification, Application Architect, I wanted to share a little about why I chose Salesforce consulting as a career change and what I learned in the process. If you’re working in sales and thinking about a career change to Salesforce, I hope it helps and if you want any advice, feel free to DM me on LinkedIn!

Getting It Right First Time: The Value of Salesforce Consulting Partners

Getting It Right First Time: The Value of Salesforce Consulting Partners mistakeimage

Based on several studies over the past 20 years, around 50-70% of CRM projects fail.

Getting it right isn’t easy; which is why Salesforce Consulting Partners like Appdraft exist. Here are just a few examples of the complexities that you’ll need to tackle; whether or not you’re into DIY!

An Exact Science: Forecasts in Salesforce

An Exact Science: Forecasts in Salesforce forecasts in salesforce

Sales Forecasts help businesses understand how they’re tracking against revenue expectations.

The Forecast and Quota tools in Salesforce Sales Cloud are some of the most under-used but effective tools in the Sales Cloud suite.

This article looks at Forecasts in detail, together with some recent advancements in the Salesforce Spring ’22 release.

Salesforce Showcase: Salesforce + Xero Integration

Salesforce Showcase: Salesforce + Xero Integration forecasts in salesforce

Xero is one of the most popular accounting apps for SME’s. Salesforce Sales Cloud is the world’s number one CRM. What happens when you combine the two? At the very least, you can expect the Sales teams to be able to focus their efforts more strategically on the right clients; but the sky’s the limit! […]

“Training Issue” + “User Error” = Bad System Design

“Training Issue” + “User Error” = Bad System Design

‘It’s a training issue’. ‘I’m afraid it’s user error’. We hear these justifications frequently in a customer service environment when something goes wrong. But how often should we really be attributing ‘user error’ to bad system design? Whilst it might be idealistic to say that the right system can design-out all propensity for error, it’s […]

The Death of a Spreadsheet

The Death of a Spreadsheet

You wouldn’t use a calculator to do a job for a spreadsheet (or vice versa, assuming you have a calculator to hand). By extension, with the wealth of technology solutions available to business today, why do we continue to rely so heavily on spreadsheets?

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