CRM Science Blog

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October 31, 2018

Launched in 2016, Salesforce’s Field Service Lightning is the fastest growing product in the company’s history according to a report by CNBC. What is Field Service Lighting and why are companies adding this product to their suite of Salesforce products?

At a high level, FSL consists of a suite of standard objects providing key functionality. Although touted to be easily set-up “out-of-the-box”, from my perspective set-up requires education, planning, collaboration, and resources to properly get...

October 26, 2018

Have you been struck by Lightning? No, not Ben Franklin’s kite flying lightning, but the new Salesforce Lightning Experience. And, unless you have been living in a cave, by now it should be clear that Lightning is the future of Salesforce.  When Lightning was introduced in 2015, the UI was cool and flashy but definitely not ready for prime time. However, since then the disparity in functionality between “Classic” and Lightning has greatly diminished and the future is here. Need an incentive to m...

October 19, 2018

Salesforce releases awesome new features and functionality three times a year. Over the last two weeks, Salesforce has upgraded all production environments to Winter ‘19. Are you starting to notice some of the great new features?

Here are some of our favorites:

  • List View Search: When you are in a list view, you can now use the search box to search the list! This searches just the results of your list and helps you find the records you are looking for lightning fast!

  • Lightning Reporti...

October 17, 2018

Winter ‘19 has already started its preview cycle within sandboxes last weekend.  Before diving into those goodies, are you up to speed Summer ‘18? Here’s some to get you started:

Hittin’ The Switches!

Simplify Your Code with the Apex Switch Statement

Can you believe it’s finally here?! The pivotal switch-case statement (minus the ‘case’) has finally made its way to Apex!  Want to do something different based on a certain picklist value? Or possibly whether something is on a date before/on/after a c...

October 10, 2018

When CRM Science is invited to dive into an org, it’s often a huge mess. Often these orgs have been left in a cluttered and ineffective state through the best intentions of internal staff and one or more Salesforce consultancies. Initial implementation efforts, attempts at customization, and experimentation with various apps introduced overtime create a less than ideal foundation that business data, logic, and processes need to be successful, allowing for end-user confusion and low system adopti...

August 28, 2018

Managing your Salesforce implementation offers many exciting challenges. Planning, helping, tackling bugs, and handling improvement requests are all daily activities for the Salesforce Admin. When you are heads down in the day to day, it can be easy to lose inspiration. The good news is, inspiration can come from anywhere. On average, we will spend 9 years of our lives watching television. All this time doesn’t need to be mindless. Our favorite TV programs can teach us lessons we can apply to Sa...

Salesforce can be incredibly powerful tool for your business. You can configure it to do so many things, but without user adoption it’s like leaving the Lamborghini in the garage to collect dust. In this blog, I will outline 5 tips for driving user adoption so you are always making the most of your investment.

1. ROI starts at the beginning

From the very beginning of your implementation or project, return on investment should be top of mind. The two questions you should ask yourself along the enti...

May 11, 2018

In my opinion, an underutilized tool in the Salesforce arsenal is Salesforce Knowledge. As more and more companies are looking for ways to streamline and provide exceptional service to website visitors, clients, partners, service agents, and other internal users, Salesforce Knowledge can be a great tool to help them accomplish this. As with the move to all things Lightning within Salesforce, Knowledge, as of last year’s Spring ‘17 release, is also available in Lightning. With each subsequent rel...

March 6, 2018

Acts Retirement-Life Communities is constantly striving to create an exceptional and unique ‘Acts Signature Experience’ for its Residents. This experience is the driving force behind the technologies employed at Acts, and shapes the way CRM Science helps Acts to build and customize Salesforce to meet their needs.

CRM Science began working with Acts in 2013. We’ve built a lot of solutions together, both internal and external, that have enhanced the Resident Experience greatly. One of our earliest...

January 22, 2018

Continuous Integration and Continuous Delivery (CI / CD) are the processes used by development teams to help test and deliver code in the fastest and safest way possible. When a developer is finished with his or her task, they commit their code to a version control system to share the rest of the team. When they do this, an automatic process on a different computer picks up their code and runs a variety of tests on it. If the tests pass, then the new code gets the green light and is then distrib...

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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. 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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