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 …
Read Article17/12/2015
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 …
Read Article18/11/2015
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 …
Read Article16/10/2015
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, …
Read Article30/09/2015
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…
Read Article28/05/2015
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…
Read Article15/04/2015
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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