Posted by David White, Consultant In my second automation-focused blog post, I decided to cover the benefits of consolidating multiple workflow rules into a single process (using Process Builder). I can’t tell you how many orgs I’ve logged into, only to find that there are half a dozen to a dozen workflow rules focused on…
Read Article »The belief that excellence should be pursued in everything that we do One example of this corporate value is the description of a Buan Consultant. We’re a team of expert technologists who hail from some of the biggest and best technology companies, successful start-ups or Fortune 500 companies. But one trait galvanizes all consultants of Buan Consulting: we love…
Read Article »Posted by Mansha Monga, Senior Business Analyst SpringCM has been assisting customers with extending their Salesforce data to automate contract creation, organization and management to ultimately close business faster. With the December 2017 release, SpringCM is simplifying the contract management business process by officially rolling out the new Workflow Designer! If you have used the…
Read Article »Satisfying and delighting our customers – exceed expectations We believe in doing something we love—and doing it really well. Since 2006, Buan Consulting has engineered, customized, implemented and evolved Salesforce CRM solutions for clients across the country with great success. One of the fewer than 200 Salesforce Silver Consulting Partners worldwide, Buan was the first certified and the leader in CPQ solutions. One…
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Posted by Michelle Knoll, Senior Consultant Should you use Native Salesforce Approvals or SteelBrick Advanced Approvals with your SteelBrick implementation? When implementing SteelBrick, it is important to determine what possible approvals you will need on a quote. You can utilize either the Native Salesforce Approvals, or purchase SteelBrick’s Advanced Approvals. Both Native and Advanced Approvals work in…
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