Salesforce integration licenses – how to implement

Written by our lead architect David Smith Salesforce has recently release their new Integration licenses, which allows you to connect to external sites without taking up a standard (expensive) license. All accounts on enterprise and up will get 5 licenses, and it sounds like getting extra licenses is an inexpensive process (to confirm, but it […]

COVID-19: Integrating My Vaccine Pass Scanning Into Salesforce

With the recent requirements from the NZ Government to implement My Vaccine Pass scanning, it’s become more important than ever to have a digital strategy that enhances your customers’ experiences, rather than putting roadblocks in front of them. Whether you want to pre-validate your customers’ My Vaccine Pass before they arrive at an event, or integrate a QR code scan into your existing sign-in process, GravityLab can offer options to facilitate an integrated solution using your existing customer data.

Lightning Navigation Button

  Declaratively add buttons to lightning flows, screens or communities We created the Advanced Navigation button to fill a need in the user base.  Salesforce is fantastic out of the box but there are limitations in particular with buttons.  This managed package looks to meet some of those needs using clicks and not code. The […]

Send email-alerts and log the email.

Use process build, flow or apex to send an email   See the sent email in the activity feed We strongly recommend using Flows to send emails – they are better than process builders and easier to debug. #1 Install Upvote the idea for Salesforce to make this standard. Install the package – this only works on […]

Post Project: How to Ensure Salesforce Success

Now that your Salesforce system is up and running, here are a few suggestions to help you get the most out of your CRM investment: 1. Track user adoption We have created a special dashboard where you can monitor user activity. You can track how often users are logging into the system, or whether they […]

The Ultimate Free Salesforce Admin Tools

Pragmatic Solutions while we wait on Salesforce Ideas
We love Salesforce and love the flexibility it gives us. There are times where functionality isn’t quite released yet. So this page contains a list of tools you can use until the functionality is released. They are all designed for admins to be fired from process builder.

Winter 18 Release Notes

As you should know Salesforce is regularly updated to keep it as the world’s most innovative and advanced CRM. Three times a year they release a major update. In October they are making a major release and you will see some changes when you use Salesforce. There are thousands of exciting changes happening in the […]

Declarative Scheduler Tool

Credit – I need to give ample credit and then some more to Doug Ayers. The original version was inspired by some of his work and then in version 2 it is literally copied off his work. His schedule adding campaign members is built into the tool Sample user cases A report of all leads […]