• 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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  • ASC 606: How Salesforce CPQ Helps Navigate New Revenue Recognition Rules

    First of all… What is ASC 606? ASC 606 is a new rule issued by the Financial Accounting Standards Board to standardize how companies of all sizes, verticals, and locations will recognize revenue from contracts with customers. In a nutshell, this rule focuses on adhering to principles that ensure a company’s recognized revenue accurately reflects…

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