The annual budget showdown is upon us, and vying for resources to fuel your CRM or data analytics project can feel like entering the Hunger Games. But what if you could transform this fight into a strategic win? The secret weapon isn’t just a brilliant idea — it’s an airtight business case that showcases the
I recently had the chance to meet with the American Society for AI, which held its annual meeting in June in New York City. It was a pleasure to have the opportunity to interact with people using AI in various ways, ranging from business applications, government, defense, all the way to creative artists who leverage
In the banking industry, data has emerged as a central pillar of modern operations. Data spans decision-making, enhancing customer experiences, and optimizing operational efficiencies. In this age of digital data-centricity, data in banking is abundant. But it is also a functional, critical aspect of all business operations — from customer engagement at the front to
When considering reuse, people all too often consider only the number of distinct consumers utilizing their APIs or integration services. However, there are many additional constructs to consider when driving reusability for integration assets. What is reusability? Reusability is when an integration object or process is built and then used several times after its initial
Organizations typically have many different departments interacting with customers at different levels. RevOps is combining the efforts of sales, marketing, customer success and finance to maximize revenue opportunities. This collaboration needs a proper strategy to work and often involves the creation of a tech stack. Through RevOps it will be possible for marketing to identify
In the first part of this series, we discussed developing an anonymous leaderboard at the individual contributor level. We created a bar chart that caused the dashboard to show the user who was viewing the dashboard their information, and make everyone else in the leaderboard anonymous. If you haven’t read part 1, check it out
What is it all about? A common complaint we hear from Lightning users is that when they update a particular object’s records, they have to do it individually. Sounds hectic, right? Of course it is! Luckily, there’s an easy solution with the inline edit functionality in the Lightning Datatable (AURA/LWC Component). It’s helpful in many
Today, developing an application is much easier than keeping it secure. Keeping track of which users are utilizing the service and their access levels has never been more important. There are two ways to handle this: What is OAuth 2.0? OAuth 2.0 enables users to gain limited access to user accounts and delegates the authentication
The mortgage industry is going through changes involving a great deal of evolution around tracking applications, approvals, and servicing customers in more intuitive ways. We spoke with some of our team members across Salesforce and strategy consulting and customer engagement to dig into the main obstacles facing mortgage lenders today, as well as the unique
The term “summer melt” is used in the education space to describe a phenomenon in which a student thought to be college-bound doesn’t appear. Definitions differ based on the interested party. To the university administration, this vexing problem appears when a student pays their deposit (indicating they’ll be attending) then either decides to attend another