Jerome Clatworthy Episode Overview Dustin Cole is a seasoned Salesforce professional and the driving force behind Navigators, a Salesforce Consultancy. Dustin specializes in transforming small to medium-sized nonprofits with the power of Salesforce. In this episode, Dustin shares insightful case studies, including fascinating work with Goodwill of North Florida and their workforce development programs. We also explore … Read more
Episode Overview In this episode of CRM Stories, we speak with Mike Campagnolo, from Salt Lake City, Utah. In this episode, Mike, from caddie Inc. shares his expertise on creating exceptional user experiences within CRM systems. We delve into his company’s philosophy of client success, their first venture capital investment in a promising AI startup, … Read more
Episode Overview In this episode, I sit down with Pratik Desai, a dedicated Salesforce perfectionist, and CEO of 1to1. Join us as Pratik shares his journey from New York/New Jersey to Philadelphia, balancing a demanding career with being a new parent while working from home. We’ll dive deep into Pratik’s expertise with Salesforce Marketing Cloud, … Read more
Episode Overview Today we’re diving into the inspiring journey of Brian Spitzer from Martech Ventures. Brian brings a wealth of experience, having begun his adventure with Salesforce back in 2005 as a customer user at Verizon. His path took him through ExactTarget and led him to become an industry expert in the Marketing Cloud. In … Read more
Episode Overview In this episode, Kevin Ascher from Acoustic Selling discusses the critical concept of “known unknowns” in consulting, likening the necessary thorough assessments to doctors taking images before surgery. We’ll explore the importance of documentation, adherence to process, and clear communication in both high and low trust environments to mitigate risk effectively. Kevin also … Read more
Episode Overview In this episode, I speak with Jon Mervis of Blue Engine Solutions, a CRM consultancy from the Washington DC area. As a family man turned tech entrepreneur, Jon has a unique story of transitioning from the family diamond business to CRM consulting, then carving out a niche in the Salesforce ecosystem. His firm … Read more
There is no SOQL command that will delete Salesforce Records. SOQL is used to Query the Salesforce database. It can retrieve lists of records based on your criteria, and organize them in your preferred way, but SOQL cannot be used to delete Salesforce records. SOQL can RETRIEVE Salesforce Records, but it cannot MODIFY (update/delete) Salesforce … Read more
For end users of Salesforce, it can be hard to understand how long it can take for a small change that you have requested be made to Salesforce, to be implemented. Even if the Salesforce Administrator or Developer who works for your company says that they will do it, it can still take weeks for … Read more
Salesforce Data Loader is a client application that allows users to import or export data in bulk. It is a powerful tool that can be used to insert, update, delete, or export Salesforce records. Salesforce Data Loader is designed to read, extract, and load data from comma-separated values (CSV) files or from a Salesforce database … Read more
The visibility of each component on a Salesforce Lightning Page can be controlled, based on multiple variables. In this article, I will explore and explain each of these options with screenshots and demonstrations. Understanding Salesforce Lightning Page Component Visibility Salesforce Lightning Page Component Visibility is an essential feature that allows you to conditionally show or … Read more