The Blog

Salesforce Spring ’22 Release 100 (+/-) new features… Here are a few of my favorites. Have you heard about Salesforce Releases? If not, Salesforce releases a lot of new features, three times per year. This is the benefit of using Software as a Service (SaaS). You pay a monthly price and always get the newest software, without expensive downtime and server

Do you want to avoid the pitfalls of Customer 360° View failure? I’ve done Salesforce for over 10 years and have implemented 100+ companies. Watch the below video in which I outline the top three Customer 360° failures.  

Flow is the Way to Go Process Builder and Workflow Retirement So, you may have heard, Flow is the standard for process automation as Salesforce made it official that Process Builder and Workflow will be retiring starting October of 2022 (Winter ’23 Release). You won’t be able to create any new Workflow Rules and Processes in the future. Here is the retirement timeline:

Hello Matt, Do you feel like you’ve missed out on Salesforce events in Minnesota? We sure have! We are excited to sponsor a live in-person event taking place at the Hyatt Regency in Minneapolis, June 20th – 22nd. Can you believe it’s been nearly three years since a large Salesforce event has taken place in Minnesota?! Salesforce-sponsored events are great, but we really appreciate

Have you wondered how to have a static section for items like training links, flows, external links, Visualforce pages, phone dialer, and more in Salesforce? Look no further… the Utility Bar is here. What Is a Salesforce Utility Bar? Think of the utility bar as a kind of utility belt. You want things that are easily accessible anytime you are

Software Development. What Does It Take? I often get asked, “Matt, I have an app idea…. that should be easy to do, right?” Anything is easy to do with the right skills and methodology in practice. The difficult part, the average Joe, has no idea of the right methodology or skills needed. Most people think we just write some code and

Announcing a new payments partner for Fostering We’re excited to announce our partnership with Century Business Solutions! Their payment integration, EBizCharge, simplifies credit card and ACH processing, increases efficiency, and lowers costs in Salesforce. Featuring recurring payments and a client payment management portal included. Learn More about Ebiz Charge in Salesforce Manage payments Salesforce & save time Accept credit, debit, and EMV payments directly inside Salesforce Automatically applies

Many people think Salesforce is just for Sales. However, it can do so much more! Salesforce has added many feature clouds, such as Field Service Lightning (FSL). FSL is a great tool for any company managing a fleet of on-site technicians or companies looking for scheduling efficiency. Here are a few features of FSL: Dispatching Console Mobile Technician App on iPhone and Andriod Work

What’s Up With Salesforce in Central MN? Did you know there is a Central MN Salesforce User Group? That’s right! Our first meeting was last week. Feel free to join the community and engage with other Salesforce Users right here in Central MN. Network Ask Questions Best Practices Join us for our recurring group meetings Keynote speakers, freebies, and grow your Salesforce abilities Come

If you have not heard about Salesforce Ben, you are missing a great resource. Salesforce Ben is all about Salesforce News and How To’s. Earlier this year, they posted both an article and a video I created about how you can mass update many records without a 3rd party app or code. The article is a great short read and the