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October 10, 2018

Salesforce delivered a mission statement to deliver "Democratization of app development" by bringing together all skillsets from those creating solutions with no-code, low-code tools, and out-of-the-box platform services to bring mutual success of businesses, IT departments, and developers.  The progression of Lightning and accompanying message reflects the ongoing maturity of the platform, transitioning from the innovative changes introduced by Lightning just a few short years ago to ensuring o...

June 26, 2017

Recently, I wrote a blog post for app creators to help understand what makes an “Lightning Ready” on the AppExchange.  In this post, I’ll cover an area more broadly applicable to help all those Awesome Admins out there plan for and make that org transition to the Lightning Experience.

Dueling UIs:  Salesforce Classic and Lightning Experience

A platform sea-change is afoot.  Are you a new Salesforce customer or new to Salesforce as a whole?  You’ve got it good!  You’ve probably seen a lot of old sc...

June 19, 2017

When your solution requires integration with a customer’s Salesforce org, authentication is one of the first pieces of the puzzle to solve for. Requesting a Salesforce user’s credentials, their username, password, and often access token and subsequently storing them within your system is not only frowned upon, but not going to accelerate your progress through the AppExchange Security Review process.

That’s where Salesforce Connected Apps will come into play.  Connected Apps are a type of package...

June 12, 2017

When preparing to submit an App to the Salesforce AppExchange Security Review process, ensuring that all systems, including Salesforce and any non-Salesforce systems, adhere to development and security best practices is mandatory.  For applications entirely native to the Salesforce platform, the Security Scanner (Checkmarx) is sufficient.  When non-Salesforce systems are part of the app solution, additional scans are required; typically either Chimera or ZAP. 

The Chimera web...

June 6, 2017


Getting an app publicly listed on the AppExchange means the developers have submitted it to the Salesforce Security Review and has passed.  Apps that have gone through this process have been tested for adherence to industry best practices as they relate to data and control security mechanisms.

Apps built on the Salesforce platform will need to perform a few different audits, including:

May 31, 2017

Included in the Summer ‘17 release is a feature to determine whether or not your org is ready for Sales Cloud Einstein.  Within a few clicks, you’ll receive an email with a findings report to inform you of which Sales Cloud Einstein features you can immediately begin using as well as those that require just a few more steps to set up.  These checks can include but are not limited to:

  • Salesforce Edition and License Type

  • Einstein Activity Capture

  • Einstein Account Insights

  • Ei...

May 23, 2017

There’s a change occurring within our Salesforce ecosystem. The Salesforce Lightning Experience is here, maturing, and release by release is bringing Salesforce customers pages worth of new features. With such a great amount of positive change going on within the native and out-of-the-box areas of Salesforce, it can be easy to overlook the other areas that are subsequently affected. One of these areas is the AppExchange and the slew of existing Apps that are already available as well as those un...

May 23, 2017


What does it mean to have your App certified as “Lightning Ready?”  It means that you as the provider have taken into consideration the various use cases of your app, it’s features, and various visual elements and have committed to ensuring they work as designed in customer orgs where Lightning is enabled.

The 2017 Requirements

  • All aspects of your app in which an end-user interacts with must work as expected in Lightning Experience

    • Early adopters were able to identify a single...

January 17, 2017

In the mid-60s there was a simple board game called Dr. Nim, which is considered to be a primitive computer game. It's a simple, single player game where you play against the board.  The game itself consists of just the game board and 12 marbles.


The objective is to take turns removing marbles in hopes of being the player that removes the last marble.


The game starts with 12 marbles near the top of the board.  A human player starts the game by pressing a button on the board 1...

December 13, 2016

Artificial Intelligence ("AI") is here and is producing exciting results throughout the tech industry.  Companies like IBM, Google, and Facebook, to name just a few, are leading they way by introducing AI to their products and services. Notice automated recommendations significantly improving over the last 6-12 months?  They're likely the result of AI and deep learning!  A great example of this is the Spotify "Discover Weekly" curated playlist.  Just in the last 3 months or so, I've noticed the...

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At CRM Science, we use our Salesforce expertise to transform your enterprise. Partnering with our clients throughout the Salesforce journey, we work with leaders to strategize and optimize business processes, and design and develop solutions across every Salesforce cloud. We empower companies to innovate faster, better engage with customers, and improve bottom lines. 

CRM Science is a Salesforce Silver Consulting Partner and a Registered Partner. Our strategic consulting services were recognized by Salesforce in four consecutive Salesforce Partner Innovation Awards, an annual recognition for partners that deliver outstanding client success. 

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