We’ve been taking the new Cirrus Insight 5.0 Beta for a test ride! The great news for Cirrus Insight users is that the innovation hasn’t stopped. Cirrus Insight 5.0 provides sufficient information management, but has improved list organization, email analytics, and data visualization. Both new features and improvements to old ones are taking Cirrus Insight to the next level.
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Revenue Recognition in Freshbooks
Being huge fans of freshbooks.com, we’ve incorporated it into our daily workflow as you can see from our previous blog post.
Of Course There’s a Place for Women in Technology
When you think of someone who works in the technology field, whom do you picture? Whether people care to admit it or not, their minds probably go to a man working at a computer in a cramped cubicle. Technology remains a male-dominated field, but things are changing. Women are continuing to develop interest in this growing profession. We recently received a message from Tabitha, a 22-year-old entrepreneur in California who wanted to learn more about working in technology. As an owner of a jewelry business, Tabitha sought the information and advice of Eustace Consulting for wise words from real...
Dynamically generate visualforce using salesforce custom settings
We just completed a project where a client needed a custom visualforce page that worked with multiple objects at the same time, and also had the ability for the user to easily change what fields were displayed. We were able to accomplish this by leveraging custom settings in salesforce.com. All a user needs to do is populate the API names separated by a comma into the custom setting, and the visualforce will be dynamically generated for you. Have a watch below!
Sync salesforce and Box folder permissions
Recently, we had a client who was looking to sync user permissions for records in Salesforce with the respective Box.com folder; in other words: match the permissions for a Salesforce record with the record’s corresponding related files in Box.com. If a user can edit and / or view a record in Salesforce, he or she should be allowed to edit and / or view the corresponding folder and its contents in Box.com; if the user is restricted from the record in Salesforce, restrict them from the folder and its content in Box.com. This is entirely possible out-of- the-box with the Box.com Salesforce...
What is the killer app of slack?
Eustace Consulting acquires 7 new salesforce certs
Jen Blair named salesforce World Champion Administrator Winner
We are EXTREMELY proud to say that our very own Jen Blair was crowned the salesforce World Champion Administrator!
salesforce leads visible after conversion
Why are my salesforce leads visible after conversion? We recently ran into an issue and realized it’s actually an enhancement for the Spring ’16 release!