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Craig Probus

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3 Keys to Driving Salesforce Adoption

Posted by Craig Probus on Jul 18, 2017 10:01:10 AM

 

Salesforce.com is a tool, and tools are meant to make life easier. So if nobody is using your shiny new Salesforce.com instance, then it’s very likely that it’s not making people’s lives easier.

It's hard to address and improve low adoption without a strong understanding of how you got to where you are.  As you're starting to think through how to tackle this significant problem (or how to prevent it if you're just getting started with Salesforce.com), there are three major areas of focus.

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Topics: Revenue Technology

3 Red Flags Your Salesforce is Not Optimized

Posted by Craig Probus on Jul 11, 2017 9:07:57 AM

 

As your business evolves and grows, it's important to make sure that your Salesforce.com implementation continues to align and work properly. But you're busy, and Salesforce.com is an intricate system with many parts, so it can be hard to know where to look for potential problems. Here are three red flags to watch out for that can let you know when your Salesforce.com implementation is not optimized. 

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Topics: Revenue Technology

Keeping Your COO Happy...From Shadow IT to Citizen Developer

Posted by Craig Probus on Oct 2, 2015 1:43:13 PM

Just before last month's Dreamforce event, Salesforce announced the App Cloud, a tool helping companies quickly build business applications. The App Cloud is a set of tools that will align the CTO and COO to support Line-of-Business (LOB) functions. Why?

Because quite often, an enterprise IT shop has a huge backlog of requests, and the COO wish list usually falls to the bottom of the list due to higher priorities for client-facing features, market demands, and compliance. The App Cloud provides a path leveraging “Citizen Development” while maintaining Enterprise level security.

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Topics: Revenue Technology

Excel Is Not a Workflow System

Posted by Craig Probus on Sep 1, 2015 2:28:00 PM

 

If you're using Excel to manage critical business processes, you're taking a huge risk. Excel is a great tool for calculations and creating tables, but it was not designed to manage workflows or complex business tasks. This was hilariously summed up by Fortune when they published a laundry list of high-profile Excel bloopers.

It’s a story we have heard many times...There was a new business process and no system supporting the new workflow, so a proactive employee used Excel to organize the process and provide metrics. It worked in the beginning. Yet, over time this escalates into a serious problem as the Excel file grows and more people get involved in the workflow. 

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Topics: Revenue Technology

Popup action confirmation with Apex parsing in Visualforce

Posted by Craig Probus on Jul 9, 2015 11:29:00 AM

 

Visualforce is a very powerful tool in the Salesforce1 platform arsenal but, as with any technology based on the client/server model of the http protocol, it has certain limits as to what it can and cannot do. There are always programmatic ways around these limits of course, and each carries with it varying degrees of complexity, pros, and cons.

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Topics: Revenue Technology

Slack breathes life back into Enterprise Social Collaboration Tools

Posted by Craig Probus on Jun 2, 2015 4:48:00 PM

 

That Dog CAN Hunt 


In 2011 and 2012 social media grew up and became ubiquitous in our lives. The Arab Spring was facilitated by Facebook and Twitter. If social media tools could enable disenfranchised citizens in Tunisia and Egypt to self-organize and manage to topple entrenched dictators, imagine what this technology could enable your employees to accomplish! The benefits of social media in an Enterprise has the potential to increase efficiency, flatten communication lines, and enable project teams to be much more responsive. Enterprise Social Collaboration tools could be the missing link to make companies agile.

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Topics: Revenue Technology

How Cloud Computing Improves Competitiveness - C Level Advice

Posted by Craig Probus on Mar 25, 2015 10:16:00 AM

I have a cool job where I spend half my time with business executives (C-level, OPS, Sales) and the other half of my time with technical people (programmers, geeks, super-duper-geeks). When it comes to Cloud Technologies, I am astonished with the different understandings and perspectives of these two groups, especially with CEOs and other C-level executives. Most C-level executives fall into three groups:

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Topics: Revenue Technology

Schedule Batch Jobs in Salesforce.com - OpportunityPartner Example

Posted by Craig Probus on Feb 10, 2015 1:00:00 PM

Welcome to our Salesforce Blog section as part of our Revenue Technology Series!

Have you tried to create a trigger when an Opportunity’s Partner related list is updated? If you have tried, then you have failed as it is not possible. The OpportunityPartner object is not available to create triggers on, so it becomes a problem when you need to invoke business logic when a Partner is modified on an Opportunity.

 

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Topics: Revenue Technology

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