Hey there, I’m Salesforce Joe!

Welcome to my blog. I’m a Salesforce Consultant and Developer. I write about Salesforce, OmniStudio, managing business process, driving user adoption, and more. I have more than 8 years experience now in the Salesforce ecosystem as a change agent. From my first days using the platform I realized it was a tool that can move entire companies in a different direction if implemented correctly. I’ve been fortunate to work with some of the best companies in the world and help them achieve their goals. I’m passionate about helping others learn and grow in their careers. I hope you find my blog helpful and if you have any questions please reach out to me on Github. I’m always happy to help!

Streamlining Multiple Fundraisers and Payouts with Salesforce Non-Profit Success Pack

Streamlining Multiple Fundraisers and Payouts with Salesforce Non-Profit Success Pack Introduction In the realm of non-profit organizations, achieving impactful fundraising outcomes while efficiently managing financial records is an ongoing challenge. Enter the Salesforce Non-Profit Success Pack (NPSP), a game-changing platform designed specifically for the unique needs of the non-profit sector. NPSP is a powerful and customizable solution that serves as the beating heart of modern non-profits, enabling them to revolutionize their fundraising strategies, foster deeper donor relationships, and drive mission success....

July 26, 2023 · 11 min · 2219 words · Me

The Ethical Dilemma of AI in Healthcare

The Ethical Dilemma of AI in Healthcare: Balancing Potential Benefits with Care Disparities As the field of healthcare embraces the potential of artificial intelligence (AI), promising advancements in medical diagnosis, treatment, and patient care are being heralded. However, beneath the surface lies a complex ethical landscape that demands careful examination. While AI in healthcare holds the promise of improved outcomes, there are concerns that profit-driven motives and the rising costs of treatment could lead to the neglect of those most in need....

July 18, 2023 · 12 min · 2415 words · Me

Master Salesforce with this Trailmix: Your Path to Success

Master Salesforce with the Salesforce Trailhead Trailmix: Your Path to Success In today’s fast-paced business landscape, Salesforce has emerged as a leading customer relationship management (CRM) platform, empowering organizations to streamline their operations, enhance customer experiences, and drive growth. With Salesforce expertise in high demand, breaking into the world of Salesforce as a career can be a game-changing move. However, the vast array of Salesforce concepts and programming languages can seem overwhelming to newcomers....

July 14, 2023 · 20 min · 4219 words · Me

Managing The End to End Health Insurance Business Process

Understanding the Sales and Order Process in Health Insurance In today’s complex health insurance landscape, managing sales and order processes efficiently is crucial for success. The intricacies involved in the shopping, buying, and decision-making journey can be overwhelming without the right tools and systems in place. That’s where Salesforce, the world-class Customer Relationship Management (CRM) platform, comes into play. By empowering sales teams with Salesforce, organizations can unlock a wealth of benefits, enabling them to focus on selling, customer service, and growth....

July 12, 2023 · 17 min · 3519 words · Me

Why Digital Transformation Happens With Salesforce

Salesforce: The Catalyst for Digital Transformation In today’s fast-paced world of sales and marketing, staying ahead of the competition and delivering exceptional customer experiences is paramount. To achieve this, businesses need a world-class customer relationship management (CRM) system that empowers their sales teams to excel. Enter Salesforce—the leading CRM platform that has revolutionized the way organizations manage their sales processes and customer relationships. Salesforce has become more than just a tool; it has evolved into a must-have solution for businesses across industries....

July 7, 2023 · 11 min · 2137 words · Me

Tracking RV Inventory with Service Cloud

Managing Inventory in Salesforce Service Cloud In today’s fast-evolving business environment, inventory management plays a vital role in staying ahead of your opponents. The Salesforce Service Cloud, a customer relationship management (CRM) platform for customer service and support, can help effectively manage your inventory. But how does it work practically? Let’s draw upon the example of selling RVs and campers. Tracking Inventory with Salesforce Service Cloud Let’s assume we have an RV and camper business....

July 1, 2023 · 3 min · 537 words · Me

Case Swarming with Quip

Harnessing the Swarming Swarm: Salesforce, Quip and Einstein AI’s Threefold Alliance in Collaborative Problem-Solving Picture Salesforce, the alpha dog of customer relationship management (CRM) platforms, leading the corporate world into the future. A Starship Enterprise, if you will, that has altered the metaphorical physics of business cosmos: sales, service, marketing, analytics - Salesforce is your versatile, ingenious Spock. But hold onto your tribbles, Salesforce doesn’t stop at CRM. With the seamless integration of other high-tech tools like Quip - a dynamic team collaboration application - this corporate starcruiser ultraboosts its system’s horsepower....

July 1, 2023 · 3 min · 509 words · Me

Structuring Medical Plans with the Order Object

Turbo Charging Your Insurance Hacks with Salesforce: The Medical Plan Unscrambler Owning an insurance company is more complex than trying to solve a Rubik’s cube blindfolded. We’re talking a concoction of varied plans, policyholders, and a data tsunami. Today, in this digital jet era, enterprises are on the hunt for solutions to streamline their processes, taking efficiency from ordinary to extraordinary. Answering their SOS is a Salesforce marvel: the Order Object - the grandmaster of planning in medical insurance implementation....

July 1, 2023 · 4 min · 681 words · Me

Case Swarming with Quip and Einstein AI

Harnessing the Swarming Swarm: Salesforce, Quip and Einstein AI’s Threefold Alliance in Collaborative Problem-Solving Picture Salesforce, the alpha dog of customer relationship management (CRM) platforms, leading the corporate world into the future. A Starship Enterprise, if you will, that has altered the metaphorical physics of business cosmos: sales, service, marketing, analytics - Salesforce is your versatile, ingenious Spock. But hold onto your tribbles, Salesforce doesn’t stop at CRM. With the seamless integration of other high-tech tools like Quip - a dynamic team collaboration application - this corporate starcruiser ultraboosts its system’s horsepower....

July 1, 2023 · 3 min · 509 words · Me

Unlock Faster Quoting with Email2Case

Salesforce Cases & Email: The Insurance Company’s Magic Wand for Streamlining Quoting and RFQs Join us in the thrilling world of business technology to uncover just how Salesforce, the name more popular than “password” in corporate lingo, waves its wand to turn your insurance quoting processes and Request for Quotation (RFQ) intakes into a streamlined symphony. It’s all thanks to superheroes named “Salesforce Cases” and “Email-to-Case” features! Introducing Salesforce Cases & Email-to-Case: Not just Features, but Lifesavers!...

July 1, 2023 · 6 min · 1110 words · Me