• Enable Field Sets to be Used as Standard Lightning Components Using Quick Actions! | Ask an Expert

    Salesforce has come a very long way with regards to the design of page layouts and record page customization. However, every now and again, a client will ask us for a solution that seems simple to them, only to find out that there is some design limitation which can only be overcome through the use of…

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  • Ask an Expert: When is Salesforce CPQ necessary?

    “In 2019, every company is a professional services company.” The statement above is an exaggeration, but it’s close to what I’ve been telling many of Plative’s Salesforce CPQ customers in recent years.  What I mean is that it is rare in a cloud boosted tech economy that companies are only selling hardware or software.  Professional…

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  • GSD Company (Now Plative) Acquires Audaxium, Expands to NetSuite Practice

    At GSD, our mission since day one has been enabling our mutual customers to maximize their investment in the world’s most innovative technology by building robust and industry-focused solutions to fit their ever-evolving needs. Today, our capabilities just became stronger than ever before. We have acquired Toronto-based Audaxium, a 10-year-old Oracle NetSuite Alliance and Suite…

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  • Using Process Builder to Generate Parent-Child Records in Salesforce

    The use case is familiar to any seasoned Salesforce consultant: your client needs their records to match their business workflow, say, by transforming closed Opportunities with Products into Orders with Products. Or, perhaps you’ve built a custom “Project” module for a client who sells professional services and needs to track their delivery milestones after launch. …

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