People face challenges at different levels in an organization. If we look closely at our Sales team and the configure-price-quote functions in a sales cycle, we will be able to identify the common configure, price, quote (CPQ) challenges. Let’s say for example we have a Sales Manager Thomas, who works at a CSP (communications service…
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Salesforce Report Permissions pt. 4
In the last few Salesforce Report Permissions blog posts, we learned about Report Permissions and what abilities the various permissions granted to users. Today, we’ll continue to learn about report permissions with illustrations of the actions users are able to perform when they are granted additional permissions. We will focus on the “Subscribe to Reports”…
Apex Best Practices
Apex is a customized solution on the Salesforce platform. As a result, best practices need to be followed when creating and testing apex in Salesforce since it’s something that’s being built by the developer and not by Salesforce. Apex Best Practices Some of the standard best practices of Apex, in general, are as follows….
Creating a Price Book in Salesforce
One of the foundations of CPQ and the products that your company sells is the Price Book. Price Books are used to house products that are sold by your company. A Price Book in Salesforce can have both active and inactive products. In this blog we will walk through how you can create your first…
Boomi Atom Installation
Boomi Run-time: Atoms/Molecules are the runtime engines where we will deploy all our processes. These run-time engines are required for any environment which is selected based on the required runtimes. Boomi supports Cloud/Local environments. Why Local Run-time: If you have any of the below requirements, you must choose Local runtime only over the cloud: If…
Boomi Document Property
Document properties: Document properties are variables/properties that keep metadata for each document that flows through the Boomi process. These document properties can be set or retrieved during the process execution. Standard Document property: Boomi run-time maintains a set of document properties for each document that comes out of connector shape to keep track of metadata…