Jimmy JayBuilding your Salesforce EcosystemWhile the Salesforce platform in of itself is quite powerful, the true strength lies in the ability to add “Apps” through the AppExchange…Feb 17, 2020Feb 17, 2020
Jimmy JayTracking Salesforce RequestsDealing with day-to-day requests for changes to your Salesforce instance can become overwhelming. If not handled correctly, these requests…Jul 1, 2019Jul 1, 2019
Jimmy JaySalesforce: Unable to Submit for Approval — Custom Error MessageApproval processes can be quite useful but the accompanying error messages tend to be the opposite.May 7, 2018May 7, 2018
Jimmy JaySalesforce: Reporting Sales Actuals Against QuotaAs the old saying goes, “If you can measure it, you can manage it.”Sep 14, 20171Sep 14, 20171
Jimmy JaySalesforce: Opportunity Alerts for Sales ManagersYour Sales Management team likely already has reports for tracking pipeline, bookings and forecast but may lack the visibility on the…Jun 19, 2017Jun 19, 2017
Jimmy JaySalesforce: 8 Custom Opportunity Fields You NeedEach organization has its own process and custom field needs but these opportunity fields are must haves for any type of organization.May 1, 2017May 1, 2017
Jimmy JaySalesforce: Lightning Sales Path for ClassicIf you’re like us you are hesitant to make the jump to Salesforce Lightning. However, you are starting to get jealous of all the shiny new…Feb 26, 20171Feb 26, 20171
Jimmy JaySalesforce to Slack IntegrationIn this post we will walk through how to set up an integration to send messages from Salesforce.com to Slack. Our dynamic approach will…Feb 20, 20171Feb 20, 20171