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News & Resources — Posts Tagged ‘Tips and Tricks’

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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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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SteelBrick Quote Calculator Plugins


Posted by Paul Overy, Senior Consultant Buan Consulting has partnered with SteelBrick since August 2014 and has delivered SteelBrick CPQ solutions since then. SteelBrick CPQ is a Configure, Price, Quote application that runs on the Salesforce.com platform.  While SteelBrick CPQ can be used out-of-the-box, you may require additional customizations to meet specific needs of your business. …

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Email your Salesforce Reports Automatically


Do you hate the hassle of running those weekly reports and emailing them to a group of users?  Did you know you can set up your Salesforce Reports to run and be emailed to you and other users automatically? It’s easy. Here’s how: 1. Navigate to the “Reports” tab. 2. Select the desired report. 3….

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Salesforce1 Lightening Is Introduced at Dreamforce ’14


Salesforce1 Lightning – a new, exciting way to quickly build custom components for any type of device – was introduced at this year’s Dreamforce to rapturous reviews. Lightning’s components, complete with custom user interfaces, can be written for any type of device in minutes. It was designed with the ease of use to help business…

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Live Webinar “Tracking Case Management with Salesforce.com” July 15th, 2014


Tracking Case Management with Salesforce.com Join us for a complimentary webinar on July 15th where Buan Consulting will demonstrate their salesforce.com solution for case management. In this presentation you will learn how salesforce.com will help overcome many challenges that case management organizations face such as maintaining large case management databases, tracking and escalating cases, and…

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Text Function for Formulas Expanding in Spring 2014


Tip of the month: February - by Senior Consultant Todd Drexler The TEXT() Function allows you to convert a value to text. This becomes really helpful when using Pick-lists and wanting to capture or check the value that has been selected. Currently, the TEXT() formula function only works in Validation Rules, Formula Fields, and Field Update….

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The Custom Setting Every Administrator Needs

Tip of the month: January - by Senior Consultant Julianne Boley As an administrator, you may want to protect data integrity by setting up validation rules that prevent users from creating, editing, and/or deleting data. Often in this situation there are certain users that are exceptions to the rule and you may find yourself writing…

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