January 1, 2019

Implementation Best Practices eBook

The purpose of this eBook is to share lessons learned and recommendations for best practices as you move forward with your implementation. These recommendations are not intended to be Salesforce specific, but are rather globally applicable recommendations for the implementation of any new technology tool.

May 21, 2013

Change Doesn’t Have To Be Hard

Change can be hard. When we work with clients to implement Salesforce, there is often a system we’re replacing. Clients are used to that old system. We sometimes hear, “But we’ve always done it this way!” So how can you make sure that this change to a new system (Salesforce) sticks? This post includes some tips.

March 12, 2013

Data Migration: The Apex Data Loader

The Apex Data Loader is one of my stand-by’s. It’s a solid, no-frills workhorse that’s really good at the “E” and the “L” (exporting and importing). Check out this post to learn why.

September 6, 2012

Stepping Onto Uncommon Ground

Common Ground users have recently learned that Blackbouad will be retired. Read more to learn about what will actually happen and what should you do.