News & Resources: Author Archive

3 Benefits of Implementing a Project Management Methodology


Posted by Kim Barnes, PMP, Project Management Lead Implementing a project management methodology will provide numerous benefits for your organization, including higher client satisfaction, more scalable project structures and a streamlined delivery process. These improvements help projects become more organized and deliver the right outcomes, faster.  They instill in the organization reusable common processes and templates,…

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Grow your business with Apps from the Salesforce AppExchange


What do CloudSense Commerce, Conga Composer, Geopointe, TaskRay and Xactly Incent have in common? Posted by Buan Consulting Businesses across the country are turning to the AppExchange from Salesforce for business solutions. An online marketplace, AppExchange lets you browse third-party apps or customize your own app development. The pre-built apps are customized for Salesforce so…

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7 Admin Tips for a Sensational Salesforce Demo


Posted by Becky Clark, Senior Consultant A lot of time and effort went into creating an exceptional product. Now is the time to show the end user how it works. Use these 7 easy tips to make a good demo a great demo! 1. Work out Your Flow on Paper First …or in Visio or…

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Press Release: Buan Consulting first Gold Certified SpringCM Partner for Systems Integrators


QuickStart Program launched for affordable contract management solution.     ANNAPOLIS, Md. -September 29, 2016 - SpringCM, a leading document and sales contract management solution for Salesforce customers, today named Buan Consulting as its first Gold Certified SpringCM Partner for Systems Integrators. Buan Consulting, also the first SteelBrick (renamed to Salesforce CPQ) Certified Implementation Partner and a…

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Key Considerations for Salesforce CPQ MDQ Implementations


Posted by Renee Kelliher, Senior Consultant What Is MDQ? Multi-Dimensional Quoting (MDQ) provides additional functionality around subscription products to allow flexibility when selling products over a fixed term. Typically, subscription-based products are sold at a fixed quantity and price for the duration of the quote term so a change to the quantity or price is…

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My Three Favorite Uses of Summary Formulas in Salesforce Reports


Posted by Megan Leary, Senior Consultant Wave Analytics is the shiny new toy…and admittedly very cool. But we must not forget the tool that made real-time, reliable and easily attainable data possible – the Salesforce Report Builder! Report Builder has evolved over the years and new capabilities have been added since its inception.  One of…

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Global Picklists


Posted by Bob Bowes, Senior Consultant Salesforce allows users to create custom objects and fields that fit their organization’s needs.  One type of field that is especially helpful is a picklist field. Picklists allow administrators and developers to create a pre-defined list of options for the field, which can bring clarity to an organization’s data…

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Top 10 Tips for Salesforce Admins


Posted by Kristin Zaharias, Senior Consultant Here are 10 (plus one) tried and tested Salesforce user tips for Admins from a senior Salesforce Consultant.   Read the Salesforce and other application release notes. Keep learning about new functionality – it changes frequently. Always disable the Quick Create menu in the User Interface settings, as this…

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Build A Solid Foundation: Contract Automation with DocuSign and Salesforce


Live Webinar:      To stay competitive in this market, your business can’t afford to waste time on administrative tasks like printing, faxing, scanning, overnighting and even driving across town to sign documents. With DocuSign you can sign or request signatures online in minutes. Never before has there been an opportunity for you to affect powerful digital improvements…

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The Salesforce Security Model, aka “Who can see what in Salesforce?”


Posted by David Solsberry, Senior Consultant A justifiable fear of setting up a Salesforce organization involves the practice of making sure Salesforce users are viewing information that they are entitled to view.  The Salesforce Security Model is followed to ensure there are no such “loopholes” through which users can slip through, thus inadvertently having access…

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