Cloud Giants Cloud Giants

Keys to a Healthy Salesforce Org are Governance and Documentation

You already know that Salesforce is a powerful platform. It is easy to customize, and there are many third party integrations available that tie into other systems without custom code. That’s why it’s important to take steps early on to ensure it can scale with you.

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Chad Pfrommer Chad Pfrommer

Apex Development: Querying for child records more than 1 level deep - a JSON workaround

I recently had a situation where I wanted the ability to query the database for a list of records, and for each of those records I wanted to include data from some child records (from a master-detail relationship), and then on each of those I also wanted child records (from another master-detail relationship), and then finally I also wanted to include data from a related record (lookup relationship) for each of those child records.  So I wanted to write a top down query (by top down I mean selecting on the top level object) that gave me a List of (top level) SObjects that included data from child records up to 4 levels "deep".

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Tutorials Kelly Pfrommer Tutorials Kelly Pfrommer

Salesforce Lightning Week

Starting this week is Salesforce's Developer week; and today I traveled to Greensboro to learn about Salesforce's Lightning framework for building apps, processes, and connecting data. I love learning about new things and Salesforce just keeps getting better.  Here's a quick overview of each piece of the puzzle that we covered, an example of how to use it, and a link to the tutorial where you can try it out yourself.

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Kelly Pfrommer Kelly Pfrommer

Welcome Chad Pfrommer

I'd like to welcome Cloud Giants' newest team member, Chad Pfrommer.  Yes, yes - we have the same last name.  No, no - he's not my hubs. Chad's my brother-in-law and a great developer.

Chad brings to us a wealth of experience in technology and will drive the programatic development that Cloud Giants delivers. 

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Best Practices, Implementation Guide Kelly Pfrommer Best Practices, Implementation Guide Kelly Pfrommer

Salesforce Duplicate Management: 7 Implementation Tips

"Oh my goodness, I've been waiting so long for duplicate management, I CAN'T WAIT TO TURN IT ONNN!!!!" - Says many a Salesforce customer. Yes, its SUPER exciting, I am definitely jumping up and down about this, but slow down, wait a minute. Don't rush in and just turn it on, its tempting, but you want to take a pragmatic view of this - Turn it on too much too fast, and your users are going to be upset - maybe even stop putting data into the system. 

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Kelly Pfrommer Kelly Pfrommer

From Oops! to OH YEAH!!

I have a confession, I make mistakes. I am human. I try to remind my clients they are human too - they work with new technologies, they are learning, mistakes will happen. I’ve learned more from my mistakes than from my successes.  My customers often get nervous when setting up their very first email template in Salesforce.  They want to be sure it looks right and has everything they need.  They worry they will send to the wrong people, or send too soon.  But knowing how to recover from a mistake is one of the most important things a business can do to retain trust amongst their customers.  

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Kelly Pfrommer Kelly Pfrommer

Spring has Sprung! Spring 15 is AH-MAZ-ING!

Have you read the release notes yet for Salesforce's Spring 15 release yet? No? Well you should get in there, its so impressive, all the great new features Salesforce has added . . . I can't remember a release that was this awesome.  Can you?  

Here's a list of my favorite things that are coming in the next release. . . .its a long list, that's how much Salesforce has delivered.

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