Process Builder

by Skylar Gurman So the initial implementation of your Salesforce instance is complete and you have decided that you now want to automate your processes in order to save your company precious time and money. Now what? As an Enterprise Edition or above level user, you have access to the powerful fleet of automation tools […]

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{!Unthinkable.GSDFauxPas}

By: Rosa Huang and Upasna Sharma We’ve all been there: You walk into the neighborhood coffeehouse and see your coworker Jo sitting at the first table enjoying a cup of coffee. You walk up to her and greet her by name. She looks back at you with slight recognition, and says, “Hey, you…” Ah, the […]

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Data Migration

By Rosa Huang Often, users who activate Salesforce for their organization are coming from another CRM platform. Thus, these organizations need to bring their Salesforce instances up-to-date with their business processes by migrating legacy data that previously existed elsewhere. Or, organizations frequently need to mass update the data found in their Salesforce instances because they […]

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Drawloop for Post Sales Processes

By Ali Ramirez Keeping a healthy sales pipeline opens the door to an organization’s potential, but it takes much more to achieve long-term success; Client relations and effective downstream management are two key factors in obtaining a certain je ne sais quoi. Roughly a month ago, we, at GSD (Get Stuff Done), wrote a piece […]

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Salesforce Mobile App Development: Salesforce Mobile SDK vs Heroku

by Luciano Castro and Ali Ramirez For businesses running Salesforce and interested in building mobile apps, the Salesforce SDK and Heroku offer excellent open-source suites for mobile app development. However, their cost, effort to build, and integration with Salesforce differ significantly. Here is an overview of the primary differences between these two methods: Salesforce Mobile […]

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Why Move to Enterprise Edition?

By Ali Ramirez, Business Analyst   Congratulations!  You have just decided to invest in the world’s preferred CRM, Salesforce, and are now deciding which edition to purchase. Or perhaps you have already benefitted from the functionality of Salesforce through the Group or Professional Edition and are trying to determine the optimal time to upgrade to the […]

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Apex Triggers vs. Apex Scheduled Processes

By Shawn Cureton, Senior Salesforce Developer Triggers vs Scheduled Processes What’s the difference? Which use cases go with which solution? Triggers Triggers have two main constraints: They are attached to exactly one object for determining when they fire.  They can update any number of objects, but when/if they fire is controlled by only one object. […]

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Converting Leads? Huh? The Salesforce Sales Process, simplified!

“How does a Lead relate to an Account, Contact, and Opportunity? More importantly…what the heck is a Lead?” In my five years of working with Salesforce, this is the most common question I’ve encountered, and the answer is actually quite simple. What is Converting and when do I do it? The Salesforce sales process is […]

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