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Quip Salesforce: A secure platform for accelerated user collaboration What is Quip? Essentially, Quip Salesforce offers transformative solutions for accelerated team collaboration, productivity, and confidence in data collected. In general, for an organization’s Salesforce instance, it adds capabilities like key account planning, Closure, Standardization, and Embedding Real-Time Collaborative documents Still, enterprise data does fall into […]

Formstack – A dynamic, no-code solution for faster form-driven processes With a completely indigenous range of form-generating capabilities, Formstack helps agents level-up on faster up approvals and trust-building while eliminating discontinuities in productivity. Also, like any great enterprise form solution, Formstack brings together dynamic prefilling, no-code forms, and eSigning in one place to cover all […]

This time around, we’ve turned our attention to easier access to all Salesforce Records. In the interest of simplified access, we’ve employed a minimal, dynamic combination of Components- first a dropdown to select an Object, followed by a search field that suggests records within the Object as you type. Tracing the Flow Of Control Between […]

Crunchy Numbers At an all-cash, 1.33B buyout, Vlocity has recovered about 8.2 times its investment amount. In their early days, nearly 6 years ago, they were inspired by Veeva to target much more in market space than just life sciences, and eventually end up with an IPO of their own. Ever since its own development […]

If you’ve worked with Custom Metadata before, you’ve probably sent them around through changesets from within the Sandbox, or maybe packed them into Managed Packages. Custom Metadata The Records of a Custom Metadata Types are themselves Metadata. That is, Custom Metadata Types are meta metadata- they’re twice as ‘meta’. They also support Relationship Fields and […]

Two months into 2020, and there isn’t much convergence between firms on California’s new year’s gift to itself, CCPA, or the California Consumer Privacy Act. Under this act, Californian residents have the right to see all the info companies have on them, how they gather, mine, and apply personal data, access it, delete it, opt-out […]