Our Services

BRDPro Consulting stands at the forefront of new-age consulting, offering a suite of services designed to empower businesses in navigating the complexities of the digital landscape. Our expertise is grounded in a deep understanding of Salesforce, the world’s leading customer relationship management (CRM) platform. We specialize in a comprehensive range of Salesforce-centric services, each tailored to meet the unique needs and challenges of our clients.

Salesforce Implementation and Automation

Our Salesforce Implementation service is the cornerstone of our offerings. We understand that the transition to Salesforce is not just about adopting new software; it’s about transforming your business processes to be more efficient, data-driven, and customer-centric. Our team of certified Salesforce professionals works closely with clients to design and execute customized implementation strategies. From initial setup and configuration to integration with existing systems, we ensure a seamless transition with minimal disruption to your business operations.

Salesforce Consulting

At BRDPro Consulting, our Salesforce Consulting service is designed to unlock the full potential of Salesforce for your business. Whether you’re looking to enhance customer engagement, streamline sales processes, or improve service delivery, our consultants offer the insights and expertise needed to achieve your goals. We provide strategic guidance on best practices, process optimization, and leveraging Salesforce features to drive growth and competitiveness.

Salesforce Managed Services

Understanding that the value of Salesforce extends far beyond its initial implementation, our Salesforce Managed Services are designed to provide ongoing support and optimization. This service ensures that your Salesforce environment evolves with your business, adapting to new challenges and opportunities as they arise. From regular system audits and updates to user support and training, our managed services keep your Salesforce ecosystem running smoothly, allowing you to focus on your core business.

Salesforce Training

To empower our clients to take full control of their Salesforce platform, BRDPro Consulting offers comprehensive Salesforce Training programs. Our training is tailored to the diverse needs of your team, from end-users to IT professionals. We provide hands-on training sessions, workshops, and educational resources designed to enhance proficiency in using Salesforce. By building in-house expertise, we help businesses maximize the return on their Salesforce investment.

At BRDPro Consulting, we are committed to delivering excellence in all aspects of our service offerings. Our approach is collaborative, innovative, and results-driven, ensuring that our clients not only achieve their immediate Salesforce objectives but are also equipped for sustainable success in the digital age.

About Us

BRDPro Consulting supports your business in reaching its strategic objectives by leveraging the power of Salesforce. We’re committed to maximizing the speed and accuracy that Salesforce can bring to your business delivery, tailored to your needs. Our approach includes designing robust data models that are simple enough to keep up with the changing dynamics of… Continue reading About Us

Update or Assignment Element in Before Save Record-Triggered Salesforce Flows?

You can now use update elements in Record-Triggered flows to update the field values that triggered the flow regardless of whether that flow is set to run before-save or after-save. Before Summer ’21, you had to use the assignment element to update these field values in a before-save situation. And this was very confusing for… Continue reading Update or Assignment Element in Before Save Record-Triggered Salesforce Flows?

ISCHANGED/ISNEW: Can a Salesforce Winter 21 Record-Triggered Flow use them (Video)?

Update: Please note there is a more recent version of this video here using the brand new PRIORVALUE functionality (Feb 2021). Watch this video where I walk you through step by step as I create a record-triggered before-save flow and use workarounds to utilize ISCHANGED/ISNEW functionality. This video was recorded using a Winter 21 preview… Continue reading ISCHANGED/ISNEW: Can a Salesforce Winter 21 Record-Triggered Flow use them (Video)?

Popular Validation Rules for Salesforce Flows including Phone, Email and Address Fields

It is important to build validation rules into your flows. If you skip this step, when your users enter information that is not in compliance with the field definition or the validation rules that are built into your field, you will end up with errors. My popular validation rules for flows are as follows. Name… Continue reading Popular Validation Rules for Salesforce Flows including Phone, Email and Address Fields

Create a Record-Triggered (Record-Changed) Flow Available in Summer 20 Salesforce Release (Video)

Learn Salesforce Record-Triggered Flows

With Summer 20 Release Salesforce is giving us the Record-Triggered Flow Type that allows for after-save flows. These flows eliminate the need to use Process Builder to launch your Salesforce flows. Many automation tricks are possible now without using Process or Apex Triggers. In this short video, I am building a flow that creates a… Continue reading Create a Record-Triggered (Record-Changed) Flow Available in Summer 20 Salesforce Release (Video)

Keep Salesforce Field Values Clean with Before-Save Updates in Flows

Ensuring data quality is a challenge for every Salesforce administrator. Users enter new information into the system using multiple interfaces every day. There are several tools available to keep the data clean in Salesforce: Validations Reports Batch updates Workflow rules Process Code Up until recently, flow could not be used by itself for this purpose.… Continue reading Keep Salesforce Field Values Clean with Before-Save Updates in Flows