Leverage Cloud-Computing, Saas, and Better Business Processes to Drive Change in Your Industry

Clint Lee

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Top Stories by Clint Lee

I want to share a recent real-world use case where Batch Apex was used to achieve our goal.  If you’re not familiar with Batch Apex you can find more here in the Salesforce Development Docs. Business Use Case An organization’s sales team is using Salesforce CRM primarily to manage their Leads, Contacts, and opportunities. This is akin to a retail setting whereby there are multiple physical locations and each location has its own sales team and sales manager (think car dealership).  In this setting, Leads (and/or Contacts) enter through multiple channels such as internet marketing, phone calls, walking through the front door, etc and are assigned to a sales rep based on a round-robin format.  That sales rep becomes the owner of the Lead, but only has protection for a certain period of time before the Lead is redistributed.  The protected period of time is based on the... (more)

Salesforce Implementation Success - Tip #2

In the last post, I wrote about the importance of having a client designate the right internal project manager for the SFDC implementation project.  Staying with the theme of sharing Salesforce.com implementation and consulting best practices I'll share some thoughts today on documenting a client's extant business processes. Let's assume that we have an understanding of the client's basic requirements, so for example we know that the sales team will be the user base and we know that their current tools consist of an on-premise database (or ACT!, Goldmine, etc), Outlook, and spre... (more)

Salesforce Implementation Success - Tip #1

There are a lot of great blogs out there that focus on Salesforce.com.  I know this because I actively read many of them.  Most are written with a focus on development and administration, with technical code sharing and feature explanations.  This type of information is certainly a great benefit to me and many others and I've personally learned a tremendous amount from the development community and will continue to do so. But what about the "softer" side of Salesforce consulting? Anyone who has experience working directly with clients knows that it's not always about the technol... (more)

Trigga What?

I do some consulting work for non-profit organizations that use Salesforce.com.  There are so many non-profits that use Salesforce but many often lack the internal resources necessary to truly realize the benefits of adopting it.  It is highly rewarding work and I would encourage you to check out the Salesforce Foundation as one way of getting involved with non-profits who use Salesforce. The Salesforce Foundation has a very successful program that gives non-profits the ability to get 10 donated (free) Enterprise Edition user licenses. This is a great program that offers a huge ... (more)

Will Database.com Handle Big Data?

I'm really looking forward to next week's sneak peek webinar of Salesforce's new DaaS (database-as-a-service) appropriately named Database.com. Salesforce is touting the new service as the premiere cloud database for enterprises "that is designed for the next generation of collaborative, mobile and real-time apps." The question I have is will Database.com give any real or affordable options for handling big data? What is Big Data? To simplify, big data refers to datasets that are so large they become unmanageable using traditional database management tools (think hundreds of ter... (more)