Ensuring data is as accurate as possible is extremely important for reporting purposes. A new customer who recently joined us had very messy data within their existing system. The challenges ranged from data which was put into text fields rather than fields specific to the data’s purpose, pick list values which were not selected, household contact data captured in the wrong contact and many other […]
Understanding statistics at a high level where all the key information is captured in one place is an important overview to have within a system. Find out how I used the universal roll up summaries, formula fields and validation rules to capture a summary of key data from an event in a customer’s Salesforce system. Using roll up summaries to calculate the sum of a […]
Using Salesforce Flow and checkbox fields for automation of manual tasks. Charlotte has been working to deliver against a great customer project and has been progressing her knowledge and skills in the Salesforce environment. In the latest Apprentice Hoots blog, Charlotte explains how flows and checkboxes were utilised within a Salesforce system to benefit our customer, a local charity. The Problem A local charity came […]
As a business, it’s extremely important to develop and create a work culture that is positive and inspirational – one that encourages and allows individuals to grow professionally. Charlotte explains in the latest Apprentice Hoots blog how she has been inspired so far throughout her time with Coacto. Our work culture has a huge influence on us as individuals On average in the UK, research […]
The definition of an apprentice is to provide support to skilled workers and learn the trade themselves. During the past six months, Coacto’s Salesforce apprentice, Charlotte has provided support across a number of projects and has been working on mastering her new found skills. Discover more about her progress in the latest Apprentice Hoots blog. Mastering requirements gathering Recently I was called upon to organise […]
