Product Extensions

Everybody wants reports from their Salesforce instance. What organization doesn’t want to see pipeline health, sales team performance, customer retention rate, or marketing ROI? While Salesforce can easily produce these reports, what happens when you're eager for deeper insights? What if you need to compare...

In the USA, one out of five adults owns a voice assistant. Another study conducted by Capgemini confirms that almost one quarter (24%) of consumers would rather use a voice assistant than a web site to interact with a business. In the next three years,...

by Jordan Ojeda, Force.com Developer at Nubik Everyone who has developed any application, feature, improvement or even those who have been indirectly involved in any development process may know that security is extremely important when it comes to coding. As developers, we have to act as...

Members of the Nubik team just returned from another amazing Dreamforce, and we're bringing you the best and latest of the announcements and new features coming to the Salesforce platform. Read on to learn what got us excited! Einstein Of course, we were introduced to Einstein last...

Small businesses face unique marketing challenges when it comes to budgets, competition, and gaining customer loyalty. Despite that, there are many tools and techniques that can be leveraged to make the most of what you have. Small businesses can still make a big impression! In an...

Field service is critical Field service activities are a complex yet critical component of the ongoing operations of organisations that have solutions deployed on customer premises or assets used remotely. Examples of such companies include manufacturers of capital goods; value-added resellers and distributors; and service providers...

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...

It’s been a week since TrailheaDX 2017 and I’m still processing all the things we’ve seen there; suffice to say, there’s plenty to learn from my latest trip to San Francisco. While it’s officially described as the “Salesforce developer conference”, it’s clear there’s a lot...

Before we get started, let me lay down some context around my perspective. I am new to the FinancialForce ecosystem and community, and to Nubik, joining the team with more than 10 years track record in the Enterprise Resource Planning (ERP) and Customer Relationship Management...

In business, quoting is the process of going from promises made to making customer commitments in writing and kick-starting the quote-to-cash effort. The way that businesses produce quotes has historically been a function of their size and maturity. For many companies, quoting was and often remains...