Clients often have website forms with a large number of fields, especially checkboxes. Unfortunately, it’s often Salesforce that bears the brunt of this by simply adding all the fields to the Leads object. In this post, I’ll explain how you can avoid having 60+ checkboxes on the Lead record page, but still show checkboxes on the web-to-lead forms.
We always say that in the cloud, nothing is impossible. Last St. Patrick’s Day, my daughter challenged me to use the power of Salesforce…to help catch a Leprechaun! It was a great way to demonstrate the intersection of the “Internet of Things” (IOT) and cloud-based artificial intelligence (AI).
We’ve worked with many sales managers. An accurate sales forecast is typically the “holy grail”. All sales leaders are looking to view the pipeline, coach the reps, and manage by exception. But how can this be done without extensive data entry by the reps? SalesDirector.ai is a new product that addresses all of these needs.
We’ve recently spent quite a bit of consulting time developing Visualforce and Apex code. Each client seems to prefer their own Integrated Development Environment (IDE), and so we’ve had an opportunity to try out nearly all of the leading Force.com developer tools in the last year. In this article, we’ll list the major tools and their pros and cons.
With the new version of CloudNotions.com under construction, I needed a way to clone the live site (aka “production”) down to my PC. This would allow me to make sweeping changes and try out things locally, without altering the live website until we were ready. Read on for details…
Welcome to the Cloud Notions blog! We’ll use this space to post updates on topics such as:
- Technical Topics
- Project Management
- Software Product Management
- IT Strategy
- Non-Profit Support
Of course, other topics may surface as well. If you have questions or comments about a particular topic, please contact us.