Nowadays, it’s not just a harried salesman scribbling notes with pen and paper that looks outdated. Trying to get through a meeting typing notes on a laptop or waiting for a browser-based platform to load will soon seem like an equally outdated method of organizing your sales information. Sales professionals in the know are turning […]
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A Guide to Successful CRM Implementation
Customer relationship management (CRM) software like Salesforce is a considerable investment for your business, but you can’t just purchase a subscription and expect the power of the platform to unlock itself automatically. Sadly, missteps, mistakes, and miscalculations along the way can prevent your business from ever realizing its true potential in terms of collaboration and […]
Version 2 – New & Improved – How to Add a New Record to a Table in Skuid Using Only One Model
Take advantage of Model context to manage new record creation.
Increase User Adoption
Have you invested in a CRM platform like Salesforce, but haven’t seen the user adoption you expected? CRM platforms should increase collaboration, boost productivity, and streamline your business processes. If no one is using the platform correctly, however, you won’t see these improvements. If you struggle with user adoption following Salesforce implementation, consider these tips […]
The Future of Cloud App Development
If you have not yet migrated your business processes to the cloud, you’re at risk of being left behind by your competitors. Cloud apps are revolutionizing the way people do business, and you’d be wise to tap into its vast potential. Consider these persuasive predictions about the future of cloud app development: More App Availability […]
How to Create a Drop Down Button List on Salesforce Detail Page with Skuid CRM
How to add a drop down button list to your detail page in Salesforce using Skuid. <skuidpage showsidebar=”false” showheader=”true” tabtooverride=”Account” unsavedchangeswarning=”” theme=”Paper”> <models> <model id=”AccountData” limit=”1″ query=”true” createrowifnonefound=”false” sobject=”Account”> <fields> <field id=”Name”/> <field id=”CreatedDate”/> <field id=”Description”/> <field id=”Fax”/> <field id=”AccountNumber”/> <field id=”Phone”/> <field id=”BillingCity”/> <field id=”BillingCountry”/> <field id=”BillingState”/> <field id=”BillingStreet”/> <field id=”CreatedById”/> <field id=”CreatedBy.Name”/> <field […]