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The New Era of Customer Service

The key to success in modern customer service is to open up your data to your customers. They can see what they have ordered, make new orders and open cases if they …

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Salesforce opportunity reporting – formulas for calculating sales performance

Calculating the win rate A number of opportunities won per number of opportunities closed. These numbers come from the opportunity process where you determine which …

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Managing multiple multilevel account hierarchies efficiently in Apex

Account Hierarchy The accounts are stored in the database in a hierarchy using parent ids as shown in the example below. The top accounts are A1 and B1. Children of …

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Welcome to the new Salesforce UI – Salesforce Lightning Experience

Salesforce is the leader in CRM. It has millions of users, and all of them wanted one simple thing: a new and more modern user experience. Salesforce  listened to, …

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Fluido Favorites: Salesforce Winter ’16

Summer is turning to Autumn and finally to Winter; therefore, it’s also time to change the Salesforce version from Summer ‘15 to Winter ‘16! There are major im…

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Pauliina Found Her True Calling as a Trainer – Pauliina L.

Pauliina Löytty joined Fluido as the 7th employee and the first lady back in 2010. By then, she had been working with Salesforce for a few years as a project manage…

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Fluido Favorites Summer ’15

Nature is finally getting green, and the weather sometimes even allows us to leave our jackets at home – and that’s a clear sign of summer being on its way e…

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