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

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BEAM: Salesforce Appointment Scheduling Solution

BEAM (https://www.jaxbeam.org/) is a human services non-profit organization that provides emergency assistance and a path to economic stability for its clients. BEAM envisions a future in which no Beaches resident goes hungry or is haunted by the fear of eviction. BEAM supports its clients by providing pantry services, rent, mortgage, and utility payment assistance, nutrition consultancy, SNAP… Continue reading BEAM: Salesforce Appointment Scheduling Solution

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How Do You Sell to SMB?

When you are selling products and services, you are willing to pay for the cost of your sales activity with a fraction of the gross margin you are making from the sale. It is important to keep in mind that smaller businesses need smaller solutions and lower invoices than bigger enterprises. Let’s say you are… Continue reading How Do You Sell to SMB?