Category Archives: Salesforce

7 Reasons for Our Salesforce Success

Posted on December 28, 2011 by Douglas Golden

At work, I manage a team that provides technology solutions to several small but important departments within my organization. In the not-so-distant past, others in my role resorted to using tools like MS Access (hardly scalable), Spreadsheets (not easily shareable), … Continue reading →

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Salesforce tip: Compose formulas in Excel first

Posted on May 11, 2011 by Douglas Golden

I was working on a fairly complicated formula in Salesforce and realized that it may be easier just to build in Excel. As many of the formula conventions in Salesforce are the same as Excel formulas, this little trick can … Continue reading →

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Getting Sharepoint to talk to Salesforce on the Cheap: Part II

Posted on March 22, 2011 by Douglas Golden

This is the second and last part of a series of posts that explains how to create integration between Salesforce and Sharepoint without using web services or an off-the-shelf product. The key parts of this solution includes: Creating a method … Continue reading →

Posted in Development, Salesforce, Sharepoint | 15 Comments

Getting SharePoint to talk to Salesforce on the cheap – Part 1

Posted on February 24, 2011 by Douglas Golden

At work, we are using Salesforce.com to meet the needs of several departments. We’ve extended the platform to not just manage CRM data, but to track other business processes as well.  We also use Sharepoint to manage documents, publish dashboards, … Continue reading →

Posted in Salesforce, Sharepoint | 1 Comment