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Viewing all: Salesforce
Disabling the multi-user selection in the Salesforce login screens.
I have just solved the world’s largest first world problem that very few people have. If you’re a Salesforce Consultant and you’re constantly logging into different Salesforce Production and Sandbox Orgs then you’ve likely dealt with this before. The dreaded multi-save usernames for Salesforce orgs. If you’re anything like us, we use a secure password… Read more
Workato: How to process an unlimited amount of records
If you’ve been following the feature development that Workato has been pushing out lately then you probably know about Callable recipes. Synchronous callable recipes, at the time of this writing, have the unique ability to be included in the “transaction” that started it off. You might call 5 different recipes from one single recipe and that would… Read more
Sending audio files to Google Cloud for transcription via Workato
Pretty much everyone knows what Speech-to-Text is these days. You likely use it all the time with your phone to transcribe your voice to text messages or to whip out a quick email. But what if you need to do the same thing in mass? What if you have a large number of audio recordings… Read more
How to work around Salesforce’s 30,000 paused flow interviews using a middle-ware tool called Workato.
Recently one of our clients, with whom we are doing a Salesforce Case Management Project with, asked us to develop logic that would allow Cases to be created with certain criteria two weeks before an event starts. These particular events require multiple criteria to be completed before the registrant can attend that specific event. The… Read more
Planning for Your Salesforce to Intacct Integration – Questions for SMBs & Nonprofits
This is article #2 in Venn Technology’s 3 part Salesforce and Intacct Integration series. Read article #1 here. If you’re reading this post you are most likely already aware of the myriad benefits integration has for small to medium sized businesses and non-profits. If you are not, here’s a quick refresher: no more manual… Read more
Salesforce and Intacct: The Secret to the Perfect Sync
Salesforce and Intacct are powerful tools for any SMB or non-profit arsenal – I’ve seen them in action at the amazing organizations we advise here at Venn Technology and the advantage is vast. But it takes more than just adapting the software, you have to know not only how to use them but also… Read more
Dreamforce 2015 – Top Takeaways
Dreamforce keeps getting bigger and better. DF ’15 was no exception. Here are the things we at Venn Technology found to be the biggest takeaways. WHOA! This marked my fifth time to attend Dreamforce. There were 40,000 people at my first DF. Prior to that the biggest business event I had been to had somewhere… Read more
What is the new Salesforce?
The New Salesforce Unless you have been hiding under a rock you have probably heard at least a little bit about “The New Salesforce” but may not know exactly what that means. On the surface some might say that “The New Salesforce” is simply a new user interface. While that is partly true it is… Read more
Scheduled Actions in Salesforce Using Workato
Have you ever wanted to create scheduled actions in Salesforce? Time Based Workflow vs. Schedules Let me start with saying that Time Based Workflow is a great tool. It allows you to do things like schedule a follow-up task two days after the creation of a new Lead or notify a sales manager when an… Read more
Salesforce 101 – Reconcile Salesforce Terminology with Your Company’s
While most often we will post on new features, advanced topics, and 3rd party apps for Salesforce we know that there are new users, admins, and developers entering the Salesforce.com ecosystem daily. The Salesforce 101 series of posts will focus on some of the basics and building blocks of the application for those who are… Read more
Automating Salesforce.com with Process Builder
Learn how to use Salesforce Process Builder to automatically create a new opportunity based on an expiring contract. Intro Workflow capabilities have been available to Salesforce.com customers running enterprise edition or higher for many years. Historically Workflow has allowed administrators to perform four types of actions based on some condition: Create a task Update a… Read more