20/06/2016

Data is the new Black

Let’s look at it first from a more traditional point of view; siloed organisation, non-integrated business operations, old legacy back-end systems – these al…

30/05/2016

Fluido Favorites: Summer’16

Here comes the summer sun along with Summer 16 release! Salesforce continuously builds up new functions of Salesforce classic and Lightning, so as usual, they bring …

27/04/2016

Social Customer Service – Do it right from the beginning

As always, understanding something begins by listening. Listening can begin from the company’s own Facebook page.  However, your consumers, brand advocates, and a…

30/03/2016

My Experiences as an Alumni Teacher of Salesforce Development at ELIS in Rome

Two weeks ago, I had Salesforce development training for a group of enthusiastic students at ELIS in Rome, Italy. It’s already the third time that I get to share m…

Dynamic Picklist Values Using Metadata API

A different way to tackle this need is to manage picklist values through Metadata API. Metadata API can also be used for managing fields, objects, pages etc., but ou…

15/02/2016

Fluido Favorites Spring’16

Even if we are still in winter, we can already feel the Spring in the air. And with the coming Spring and the increasing amount of sunshine, there is a new release f…

12/02/2016

The New Era of Customer Service

The key to success in modern customer service is to open up your data to your customers. They can see what they have ordered, make new orders and open cases if they …

17/12/2015

Salesforce opportunity reporting – formulas for calculating sales performance

Calculating the win rate A number of opportunities won per number of opportunities closed. These numbers come from the opportunity process where you determine which …

18/11/2015

Managing multiple multilevel account hierarchies efficiently in Apex

Account Hierarchy The accounts are stored in the database in a hierarchy using parent ids as shown in the example below. The top accounts are A1 and B1. Children of …

16/10/2015

Welcome to the new Salesforce UI – Salesforce Lightning Experience

Salesforce is the leader in CRM. It has millions of users, and all of them wanted one simple thing: a new and more modern user experience. Salesforce  listened to, …