The Art of Salesforce: Crafting Custom CRM Solutions with Sandyx

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The Art of Salesforce: Crafting Custom CRM Solutions with Sandyx

Implementing a CRM system isn’t just about technology; it’s an art form. At Sandyx, we believe in crafting custom Salesforce solutions that align perfectly with the unique tapestry of your business needs. This blog delves into how we blend technology, strategy, and creativity to develop bespoke Salesforce solutions.

Understanding Your Unique Canvas:

Deep Dive into Your Business Needs: We start by understanding the nuances of your business, ensuring our solutions are as unique as your requirements.

Aligning Strategy with Objectives: Our approach aligns Salesforce’s capabilities with your strategic goals, crafting a solution that truly resonates with your business vision.

The Process of Crafting a Custom Solution:

Designing with Flexibility and Scalability: Our solutions are designed to be both flexible and scalable, adapting to your business’s evolving needs.

Integrating Systems Seamlessly: We ensure that Salesforce integrates seamlessly with your existing systems, enhancing efficiency without disrupting workflows.

Innovative Features for Enhanced Efficiency:

Leveraging Advanced Analytics: Utilising Salesforce’s advanced analytics, we turn data into actionable insights, driving smarter business decisions.

Automation for Increased Productivity: Our custom solutions harness the power of automation, streamlining processes and freeing up valuable time for your team.

The Sandyx Touch:

Ongoing Support and Evolution: Our relationship doesn’t end at implementation. We provide ongoing support and updates, ensuring your Salesforce system evolves with your business.

Training for Mastery: We empower your team with comprehensive training, enabling them to master the Salesforce platform and use it to its full potential.

In the art of Salesforce implementation, the canvas is your business, and the paintbrush is our expertise. At Sandyx, we don’t just implement a system; we craft a Salesforce masterpiece tailored to your unique business landscape. Ready to transform your CRM experience? Reach out to us at Sandyx, and let’s create a masterpiece together.

Contact Sandyx today:

Email: sales@sandyx.com

Phone: 0161 710 3250

Website: www.sandyx.com

Salesforce Mobile Solutions: Keeping Your Business Connected On-the-Go

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Salesforce Mobile Solutions: Keeping Your Business Connected On-the-Go

In our fast-moving world, being tethered to a desk is no longer feasible for dynamic businesses. Salesforce Mobile Solutions bridges this gap, offering unparalleled flexibility and connectivity. Let’s delve into how these solutions keep your business agile and connected, regardless of location.

 

Embracing Mobile CRM:

 

Always-On Access: Salesforce Mobile provides instant access to customer data and insights, enabling businesses to make informed decisions from anywhere.

 

Boosting Field Productivity: With tools specifically designed for mobile use, sales and field service teams can work more efficiently and responsively.

Salesforce Mobile Features:

 

Tailored Mobile Dashboards: Users can customise dashboards to access key business metrics and insights on the go.

 

Instant Updates and Collaboration: Real-time data updates and collaboration tools ensure swift, informed decision-making and enhanced team coordination.

 

Integrating with Existing Business Processes:

 

Seamless Integration: Salesforce Mobile integrates smoothly with existing workflows and systems, maintaining continuity and efficiency.

 

Consistent Data Synchronisation: Ensuring data is synchronised across mobile and desktop platforms, Salesforce Mobile maintains data integrity and accuracy.

 

Success Stories:

 

Boosting Retail Sales: A retail chain implemented Salesforce Mobile to empower its sales staff, resulting in a 30% increase in on-the-spot sales conversions.

 

Enhancing Field Service: A utility company used Salesforce Mobile to streamline its field operations, achieving a 40% improvement in service response times.

Salesforce Mobile Solutions are revolutionising the way businesses engage with CRM systems. By enabling constant connectivity and operational flexibility, they are essential for any forward-thinking business. Sandyx is equipped to integrate Salesforce Mobile into your business strategy, helping you stay connected and competitive in a digital-first world.


Contact Sandyx today:

Email: sales@sandyx.com

Phone: 0161 710 3250

Website: www.sandyx.com

Efficiently Integrating Third-Party Systems: Your Quick Guide to Salesforce Connect

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Salesforce Connect stands as a pivotal tool within the Salesforce suite, offering businesses the ability to integrate, access, and manage data from third-party systems without the intricacies often associated with such tasks. 

Let’s delve deeper into this powerful tool and how it can transform your integration processes.

Understanding Salesforce Connect.

Salesforce Connect provides a seamless connection between Salesforce and external systems, eliminating the need for data replication. This means businesses can pull data directly from other sources into their Salesforce environment.

 

Key Features of Salesforce Connect

 

External Objects: These unique entities enable Salesforce to store metadata rather than actual data. Acting as gateways, they provide real-time access to data stored outside of Salesforce.

 

Direct Data Queries: Salesforce Connect users can execute SOQL queries, pulling data directly from external sources when required.

 

Adapters for Connectivity: Whether connecting to an OData service or another Salesforce org, the platform boasts both built-in and custom adapters for diverse integration needs.

 

Advantages of Salesforce Connect

 

Immediate Data Access: Data from third-party systems becomes immediately accessible, ensuring all decisions are informed by the most recent data.

 

Streamlined Data Management: Reducing the need for data replication not only cuts storage costs but also mitigates the risks of data duplication.

 

Flexibility at Its Best: The tool offers an adaptable integration model, allowing businesses to add or modify external data sources with ease.

 

Embarking on the Salesforce Connect Journey

 

Pinpoint External Data Sources: Clearly identify the third-party systems for integration before diving into the setup process.

 

Adapter Selection: Employ the built-in adapters for frequent integrations or opt for custom ones tailored to unique requirements.

 

Set Up External Objects: These will serve as vital bridges to your third-party data.

 

Configuration and Quality Check: After setup, it’s paramount to test the connections, ensuring data flows without hitches.

Points to Ponder with Salesforce Connect

 

Adherence to Data Governance: Always remain compliant with relevant regulations and best practices concerning data access and handling.

 

Assessing Performance: While real-time access is a highlight, it’s crucial to note that performance can be contingent on the third-party system’s capacities.

 

Cost Considerations: Familiarise yourself with the licensing costs linked to Salesforce Connect, particularly if there’s an expectation of high data volumes.

 

Salesforce Connect offers a solution for businesses seeking efficient and scalable integrations. 

By seamlessly linking Salesforce with external systems, this tool promises a unified, data-centric, and interconnected operational model. For those aiming to enhance their integration capabilities, Salesforce Connect stands ready to assist.

 

Contact Information:

Email: sales@sandyx.com

Phone: 0161 710 3250

Website: www.sandyx.com

Mastering Salesforce: Tips and Tricks from Sandyx’s Experts.

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Salesforce, a powerful CRM platform, is known for its versatility and ability to transform the way businesses manage customer relationships. However, like any sophisticated tool, mastering Salesforce can be a journey filled with challenges. To help you navigate this path more smoothly, Sandyx’s experts have compiled a treasure trove of tips and tricks. Whether you’re a Salesforce beginner or a seasoned user, these insights will empower you to become a true Salesforce master.

 

Embrace Lightning Experience

If you’re still using Salesforce Classic, it’s time to make the switch to Lightning Experience. Lightning offers a modern and intuitive interface that enhances user productivity. With features like customisable dashboards and Kanban views, you’ll wonder how you ever managed without it.

 

Leverage Keyboard Shortcuts

Save time and reduce mouse clicks by mastering Salesforce keyboard shortcuts. Pressing “K” instantly brings up a command palette that allows you to navigate to different parts of Salesforce quickly. It’s a small change that can make a big difference in your efficiency.

 

Streamline with Favourites

Do you find yourself repeatedly accessing certain records or reports? Use the “Favourites” feature to bookmark these items for easy access. Just click the star icon, and you’ll never waste time searching for them again.

 

Optimise List Views

Customise list views to display the information that matters most to you. Use filters, sorting, and column selection to create views tailored to your specific needs. You can save these views for future use, streamlining your workflow.

 

Automate with Flows

Simplify complex processes with Salesforce’s Flows Builder. It allows you to automate repetitive tasks, send alerts, and update records without writing a single line of code. It’s a game-changer for efficiency.

 

Master Report Types

Reports are powerful tools for data analysis, but mastering them can be tricky. Understand different report types, such as tabular, summary, and matrix reports, to extract valuable insights from your data.

 

Utilise AppExchange Apps

Salesforce’s AppExchange is a treasure trove of third-party apps that can supercharge your Salesforce experience. Whether you need project management tools, data cleansing apps, or marketing automation, there’s likely an app that fits your needs.

 

Embrace Chatter for Collaboration

Chatter is more than just a social feed; it’s a collaboration hub within Salesforce. Use it to discuss records, share files, and collaborate with team members in real time. It’s a great way to centralise communication.

 

Stay Informed with Trailhead

Salesforce’s Trailhead is an excellent resource for learning and staying updated. It offers modules, trails, and quests that cover a wide range of Salesforce topics. Plus, it’s fun and gamified, making learning a breeze.

 

Seek Expert Guidance

Don’t hesitate to seek expert help when needed. Whether it’s troubleshooting a complex issue or getting guidance on best practices, Sandyx’s Salesforce experts are here to assist you.


In conclusion, Salesforce mastery is within your reach. By embracing these tips and tricks from Sandyx’s experts, you’ll not only overcome common pain points but also unlock the full potential of Salesforce. Start implementing these insights today, and watch as your Salesforce journey becomes a path to efficiency and success.

Contact Information:

Email: sales@sandyx.com

Phone: 0161 710 3250

Website: www.sandyx.com

Safer Internet Day: how to protect your data

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Safer Internet Day: how to protect your data

Internet Safety Day

In light of the on-going pandemic and the amount of us now working remotely and using online systems to communicate and complete tasks, it has never been more important to mark Safer Internet Day and make sure our network security is up to scratch at every level (at the very least). With the continuation of the fitting theme: “Together for a better internet” we take a look at some of the ways you can keep yourself and others safe online and protect that all-important data.

Create Complex Passwords

Although this one may seem obvious, studies show that 23.2 million accounts were hacked because they were using the classic, easy-to-crack password “123456789”. We hope you’re not the owner of one of those accounts! Creating strong, unique passwords for all your critical accounts is the best way to keep your personal and financial information safe.

When it comes to your business you should also go a step further with Two-Factor Authentication or Multi-Factor Authentication (MFA) when logging into accounts. Where available, we recommend that you always utilise 2FA or MFA for an additional layer of security.

Share Information Cautiously

These days people share everything under the sun on their social media accounts without a second thought. With a big push on Instagram and Facebook stories lately and the introduction of Reels, you probably know what your friends are up to and even the meals they had for dinner without even having to ask. However, it is important to be mindful as the information you share could leave you or your loved ones open to hackers or impersonators.

There are always people on the lookout for clues to passwords and this also applies for company social media accounts. As important as it is to show your company’s culture and team photos, be diligent to not share any sensitive information in and around your workspaces.

Practice Safe Surfing & Shopping

More of us than ever are now shopping online as well as visiting websites for online banking and other sensitive transactions. It’s crucial to always make sure that the site’s address starts with “https” instead of just “http” and has a padlock icon in the URL field. This lets us know that the website is secure and uses encryption to scramble your data so it cannot be intercepted by others.

Use a Firewall

Firewalls provide us with protection while we are browsing the internet against outside cyber attackers by shielding computers or networks from malicious or unnecessary network traffic. They can also help to prevent malicious software from accessing a computer or network via the internet. In other words, without a Firewall in place, you are leaving your computer open to threats and increase the risk of an attack on your servers.

Boost Network Security

There are layers to network security when it comes to both your personal and your business devices. Attacks can happen at any level and a data breach can have a range of serious consequences for any business so your network security hardware, software and best practices must be designed to address each area.