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Salesforce
A No-Code Telehealth Form, E-sign, and Billing Process
Billing
Flow does the magic
This process requires a clinician to fill in the patient’s name and referral number (sent in an email alert from the last step),…
Event-Driven Integration Architectures using Salesforce
Driving Value with Salesforce Integrations
As Solutions Architect, I often get into situations where Salesforce is not the only sheriff in an enterprise…
Salesforce Application Development Methodology & Best Practices
Typically, additional details emerge at this point through purposeful analysis of every requirement. We want to uncover just enough hidden complexity and/or…
Introduction to Salesforce Lightning Message Service (LMS)
Salesforce developers rejoice! There is now a standardized way to communicate between Lightning Web Components (LWC), Aura Components, and, yes, even…
Introducing PaymentForm, a Salesforce Lightning Web Component
In this post, I will show you how my newest component, PaymentForm, is built and how to use it. This is a component build using Lightning Web Components, which…
How to Go Paperless and Remote with E-forms and Digital Signatures
There’s no doubt that the term “paperless office” has been circulating in the office culture for over a decade. Back in the early 2000s, digital document…
Salesforce Service Cloud Features for Better Customer Support
Customer service is a huge undertaking for any organization. You want to employ the right amount of CSRs and give them the resources they need without…
Benefits of Integrating Salesforce Marketing Cloud and Sales Cloud
My team and I have found that the more one digs into Salesforce, the more they realize how powerful it is. While many adopt one cloud to solve a few challenges,…
Tips for Stronger QA for Your Software
Way back at the start of my career in software, I had a boss who was great at doing QA. He was notorious for being “able to break anything” – and I’ve never…
What is Configure, Price, Quote (CPQ) Software?
Configure, price, quote (CPQ) refers to the complex process of building and delivering cost estimates for complicated products. This process is often a major…