Blog

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May 31, 2019

Looking Forward - What Do We See In Salesforce’s Future?

I’m sure you've heard about Salesforce’s recent acquisition of Tableau. As Salesforce continues to grow with more mergers and acquisitions, it is but normal...

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May 17, 2019

Get Ready For A New Salesforce Release: Setup a Pre-Release Org

Salesforce Summer ‘19 release is quickly approaching and soon you will be able to take advantage of the exciting new features and functionality. This might...

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April 19, 2019

Salesforce Requirements & Discovery – What’s The Process?

The discussions leading up to the decision to implement software can be both grueling and exciting. Now that your organization has committed to pulling...

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April 5, 2019

Race To The Top For Alex’s Lemonade Stand

On March 30th I participated in the 2nd Annual Lemon Climb Houston. The Lemon Climb Houston is an inspirational stair climb where participants...

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March 22, 2019

5 Outstanding Ways To Use Element.cloud To Take Your Documentation To The Next Level

The Documentation Saga - Part II: Take Your Documentation To THE Next Level Using Elements.cloud But first - here are the top 5 confessions...

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March 8, 2019

How To Encourage Analysts To Do More Documentation

  The Documentation Saga: An Introduction To Elements.cloud “Documentation is not about what we do. It is typically what we end up searching for.” It...

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February 8, 2019

Data Migration Challenges (and Solutions)

Is your data complex and cluttered? Most companies have huge volumes of data - Contacts, Leads, Accounts, Opportunities, and data cleanup is a real job...

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January 25, 2019

Salesforce News Component

Disclaimer The Salesforce News Component is a relatively new feature and currently has some limitations. As with most Salesforce features, we can expect for the...

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January 18, 2019

What I Learned From Trailhead And Beyond - Part 3

Trailing through the Clouds - Destination ... DreamForce! Trying to keep up with everything Salesforce through Trailhead andbeyond has been nothing...

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January 11, 2019

Don't Make These Mistakes In Your Salesforce Implementation!

Implementing a CRM can be super easy or highly complex depending on the industry and the way in which the CRM will be used. Regardless,...

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January 4, 2019

Opportunity Management: Maintain Your Focus

It is so easy to become laser focused on what is right in front of us! Falling into that trap could keep you away from...

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December 28, 2018

Software Governance: User Change Management

There are many aspects of change management from a technical standpoint. These usually include things such as having a Change Advisory Board (CAB), anticipating and...

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December 21, 2018

Software Governance: Best Practices

Software Governance is increasingly important as an organization grows and a CRM Matures. We previously covered the Importance of A Governance Team to...

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December 14, 2018

Get To Know Us: More With Geraldine

Geraldine Gray is a 5-time Salesforce MVP and a 6-time Dreamforce expert speaker. She has worked with Salesforce since 2000 and started Endiem in 2012....

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December 7, 2018

Software Governance: The importance of a Governance Team

As your CRM matures, it is important to have a solid Software Governance process in place to align organizational strategies, provide focus, and manage resources...

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