-
The Cost of Misconception: Why Differentiating Administrators and Business Users Matters
Technical solutions are a critical component of a well-run organization. But there’s a common misconception that’s costing companies time, money, and efficiency. Just because someone can use a tool doesn’t mean they should be administering it. Let’s break down the critical difference between administrators and users. Defining the Roles The Nuance of “Admin-like” Functions Every…
-
Transforming Financial Advisory with Salesforce FSC
Introduction As a Salesforce Business Analyst, one of the most impactful projects I’ve contributed to was the implementation of Salesforce Financial Service Cloud (FSC) for a major Canadian bank. In today’s competitive financial landscape, wealth advisors and relationship managers are expected to deliver personalized, compliant, and timely service, often while navigating disconnected legacy systems and complex processes….
-
OmniStudio Document Generation
Streamlining OmniStudio document generation is a pivotal aspect of ensuring efficient business operations. Salesforce OmniStudio provides a robust solution through its Document Generation feature, offering organizations the capability to effortlessly create personalized, professional documents without using code. In this blog post, we will delve into the concept of Document Generation, illustrate a practical business scenario,…
-
Why Healthcare Organizations are Migrating from Salesforce Sales Cloud to Health Cloud
Whether your core discipline is Pharmaceutical, Payer, Provider or Medical Technology in the Health Care and Life Sciences industry, you know a patient-centred approach with the ability to access all of an individual’s information in one central place is the primary focus. Launched in 2015, Salesforce Health Cloud was designed to give Healthcare and Life…
-
Please do not try to build your own Lead Routing Solution in Salesforce
I beg of you. Don’t do it. One might assume that an organization that provides high end resources to enterprises would want to build big complex things. And in some cases that is true – myself and our team overall enjoy solving very complex problems. But we have also been working in the Salesforce ecosystem…
