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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 …

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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 …

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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, …

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Fluido Favorites: Salesforce Winter ’16

Summer is turning to Autumn and finally to Winter; therefore, it’s also time to change the Salesforce version from Summer ‘15 to Winter ‘16! There are major im…

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Pauliina Found Her True Calling as a Trainer – Pauliina L.

Pauliina Löytty joined Fluido as the 7th employee and the first lady back in 2010. By then, she had been working with Salesforce for a few years as a project manage…

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Fluido Favorites Summer ’15

Nature is finally getting green, and the weather sometimes even allows us to leave our jackets at home – and that’s a clear sign of summer being on its way e…

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Formula field bends itself beyond limits while keeping small footprint

Having this in mind, I started to think about separating data from the formula logic. After some exercises, I came up with a solution where data is stored in custom …

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