In my previous posts, we covered the basics of Salesforce objects, and also discussed opportunities and products. This brings us to the next learning phase - how to build "Price Books", create "Quotes" and set up "Contracts". Let's talk about price books first. As the name...
Are you looking to grow your business more quickly in 2019? A business, just like any other living and growing animal species, evolves, transforms and eventually becomes extinct. A growing business must face many obstacles and anyone choosing to engage on this path is aware that...
There are several types of objects in Salesforce, but the two most common types are standard and custom. A standard object is a database table that stores information and is included with Salesforce by default. A custom object is built by a Salesforce admin, based...
Let’s start at the very beginning. Are you a new Salesforce user with no prior exposure to the Cloud's basic sales data model? If yes, then, one of your first questions will most likely be "what's a lead, what's a contact, and why would I need...
![[Infographic] Field Service](https://www.nubik.ca/wp-content/uploads/2018/12/Infographic-Field-Service.png)
Our customer, an industry leader in wireless web-based irrigation management systems founded in 2002 by two agriculture-minded entrepreneurs, is helping farmers across North America take the guesswork out of irrigation management. CHALLENGE Field technicians worked offline and were manually dispatched to jobs in stations spread across humongous...
By Andrew Maruzzella, Project Manager, Nubik I have had the pleasure of collaborating with lots of non-profits over the last three years. It’s inspiring to work alongside organizations which generously provide invaluable services for people and communities. Because of your staff’s dedication and selflessness, it’s essential...
Written by Anne LaBoissonniere, CSM at Nubik Congratulations! You are now ready to start implementing your Cloud SaaS Solution promised to fix all your problems. Well, not all your problems, but perhaps some business software related ones! A great way to start is assembling a team of champions...
Author: Katie Bussières – President – Nubik In order to achieve its growth objectives, a company must be able to rely on a management team that adopts an effective leadership approach. Nubik is no exception to this rule; having positive leadership practices in place is crucial...
Getting to know a platform like Salesforce definitely requires patience, but it’s just as important that you have the right tools. For a newbie, it’s hard to know where to start. It’s a big and powerful system in which you can easily find yourself lost,...
Written by Mathieu Bonin, Force.com Developer at Nubik For the first Nubik Developer Expo, DevX, I was tasked with presenting a newly available tool to our team. That tool was Code-Robot. It sounded great on paper, but now that I’ve had the chance to use it...
By Jordan Ojeda, Force.com Developer at Nubik I’m pretty sure you have been coding for a long time, and you have often seen the need to reuse code you’ve built in the past. Your first reflex is to go look for that piece of code you need...
By Nathalie Adam, Salesforce Consultant at Nubik From the outset, let me make one thing clear: you don’t learn business analysis but rather, it is something you develop. Of course, you should take a course to properly learn the fundamentals. But business analysis is above all...
By Serena Clermont, Salesforce CPQ Administrator at Nubik In today’s sales environment, selling complex products is the norm. Any sale can have a dizzying array of options, complex guarantees or special discounts for specific clients, and sales reps are faced with the challenge of hitting the...
Print Formatter is a standalone app that you can use to create design formats for printing sales invoices, credit notes, remittance advices, and checks that can be completed with data from the FinancialForce Accounting application. Essentially, it consists of a canvas where you can add...
If you’ve ever typed in the words “Salesforce consultant” into the Google search bar, then you’re on the first steps into your journey for an implementation partner. You’ve also probably realized that there are a few to choose from, and you need to be sure...
At Nubik, we’re always finding ways to enhance and extend Salesforce for our customers, but we don’t just do it for others, we live it ourselves! One afternoon our very own Chatter board became alive with our Project Managers and Salesforce Admins comparing notes about the...