Salesforce Org Merge and Integration Services | Wave6 Services

Wave6 Insights

Salesforce Tips and Resources

How to Set Up a Contact-Centric Salesforce Org.

Posted by Amy Seibert on Jul 26, 2016 8:33:12 AM

Working in the Higher Ed space, or any B2C O2I*[1] organization, can present the Salesforce Administrator with a headache: how to manage the Account of the Contact record, when the Contact is as important, if not more important, than Account. 

Sure, Accounts are important – we want to know about the schools we recruit students from, the companies where they end up working, the foundations who contribute to alumni relations and the partner organizations we work with.  But we don’t want the Account to dictate how we deal with the Contact. Salesforce, however, mandates that all Contacts are associated to an Account. 

What are the traditional Salesforce configuration options for a Higher Ed?

  • Person Accounts: A ‘standard’ Salesforce function which rewrites the data model, turning the Account record into a ‘Contact’.
  • Administrative Accounts: Create an Account for every Contact record.
  • Household Accounts: Create an Account for the Contact, their spouse, parents, siblings, as required.
  • Bucket Accounts: Lump all the Contacts into a single account.
Read More

Topics: Higher Education, HEDA, Salesforce Configuration Options

How to Become a Salesforce Certified Platform App Builder

Posted by Wave6 Blog Team on Jul 14, 2016 7:00:00 AM

Salesforce recently introduced a handful of new ways to show off your knowledge. Whether your expertise is in the Sales, Service, Marketing, Analytics or App cloud, Salesforce has a cert for you!

 

One of the new certifications will actually be one of the options replacing the previous Force.com Developer Certification. The new Platform App Builder Certification has very similar concepts and offers both a full exam and transition exam for those holding the older dev cert.

 

Now, for the transition options. The previous Salesforce Certified Force.com Developer exams are officially gone. (Previously obtained certifications are still valid and, as of now, recognized by Salesforce). Since these exams are no longer available, this means the new Platform App Builder Certification is the way to go if you are a functional developer.

Read More

Topics: Salesforce Tools, Platform App Builder Certification

How to Use White Space Analysis to Sell More to Existing Customers

Posted by Wave6 Blog Team on Apr 25, 2016 12:50:47 PM


Are you putting more time into new opportunities? Or are you focused on selling more to existing accounts?

It's pretty common for sales professionals to chase after new business when new leads roll in. It's the thrill of the chase all sales professionals possess.

The problem is it can cost 10 times more to acquire a new customer than it does to sell more to an existing customer.

But, selling more to an existing customer can be difficult without the right strategy and tools.

Read More

Topics: How to Sell to Existing Customers, White Space Analysis, Wave Analytics

Running Updates on the Salesforce for Outlook Extension

Posted by Amy Seibert on Apr 14, 2016 7:00:00 AM

As Salesforce pushes out updates for the Salesforce for Outlook extension, users will individually need to run the update to get to the latest version.

I hope the following steps will make it easier for you to complete the update yourself!

 
 
Follow these 6 steps to complete the update:
Read More

Topics: Outlook App, How to Run Updates, Salesforce for Outlook Extension

Experience Wonder: Spring '16 Release in Full Bloom

Posted by Cece Adams on Mar 3, 2016 11:59:00 AM

After a crazy winter like the one we just had, I can’t be the only one looking forward to springtime. Just think, flowers in bloom, birds singing everywhere…and yet another wonderful release from Salesforce!

Just in time for spring cleaning, Spring ’16 offers plenty of new features to expand the offerings of its wonder:  Lightning Experience.

Read More

Topics: Salesforce Analytics, Salesforce Release Enhancements, Lightning Experience, Dynamic Dashboards, Salesforce Classic

Follow Us

Einstein Analytics Apps for Manufacturing: Watch Now!

Drive better insights and manufacturing success with the power to analyze, forecast & predict revenue.

Access Recording:  Einstein Analytics for Manufacturing Webcast

Subscribe to Receive Insights

Recent Posts