Custom integrations with Salesforce
I’ve been asked three times in the last six months for suggestions on integrating home-grown, thrid-party tools with Salesforce. These are systems completely separate from the Salesforce ecosystem where you’re going to be building something custom. A few years ago we used this architecture to integrate a third party payment system with Salesforce and it […]
Product Revenue Schedules for Renewals in Salesforce
In lots of the Salesforce orgs I’ve worked in over the years the renewal process is managed through Opportunties. When a new business Opportunity is Closed/Won a Renewal Opportunity is automatically generated and the Account Manager (or CSM) is responsible for managing the renewal. This is typically on an annual renewal basis – and you […]
