Lab Coat Lessons

The Lab Coat Lessons blog is about Apex, Visualforce, Salesforce1, integrations, Salesforce Communities, and other wonderfully geeky things!

June 23, 2020

Switching to Salesforce Lightning for an enterprise-level organization is a big deal, and we’ll need a plan if it’s going to happen successfully. Here's how your company can make the switch to Salesforce Lightning Experience.

June 12, 2020

Freezing Salesforce user accounts is different than deactivating them. Learn the difference between the two and how to freeze single and multiple Salesforce user accounts with clicks or code.

May 20, 2020

When Salesforce developers are working with Apex and Visualforce, try/catch blocks provide a strong defense in finding resolutions for exceptions. Here are best practices for using try/catch blocks so you know when to roll back.

May 19, 2020

CRM Science Salesforce Analyst Kathryn (Zampino) Green shares the story of how she started working in the Salesforce ecosystem and found her calling with Marketing Cloud.

May 11, 2020

Continuous Integration and Continuous Delivery (CI/CD) are the processes used by Salesforce development teams to test and deliver code in the fastest and safest way. Here's another method for CI/CD that goes beyond conventional methods.

A Salesforce project management roadmap is a strategic alignment of your business goals and your Salesforce org capabilities. These are the five steps to building a winning Salesforce project roadmap.

April 9, 2020

Salesforce enables developers to build Lightning components using two programming models: Lightning Web Components (LWC) and Aura. Aura has been around longer than LWC and has more supported capabilities, but LWC is the faster and more efficient model. When deciding which model to use, you should always choose Lightning Web Components unless you need a feature that is only supported by Aura. However, remember to take note of LWC limitations so you can plan accordingly and know when you’ll stil...

Empowering clients to schedule appointments on their own time, Lightning Scheduling Manager for Financial Services Cloud allows users to choose from available time slots to schedule appointments from their mobile devices or desktop computers.

APIs are perhaps the unsung heroes of the digital world. Learn how to use APIs to connect Salesforce orgs to external services and flows.

July 2, 2019

Do you know what systems your financial advisors use to service their book of business? […..] We didn’t expect you to.

Amidst the recent regulatory changes, many financial services institutions are trying to obtain a more holistic view of their business. One way of achieving this is by migrating financial advisors onto a single, centralized platform. However, this is not an easy feat when you don’t know what systems are used by your advisor network.

Challenges That Called for A Unique Approach

When...

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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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