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 […]
Charlotte was recently called upon to help out with a customer project that involved intricate data uploads. Discover more about the project and how Charlotte managed the process in the latest Apprentice Hoots blog. Advancing my data import wizard skills Paul required my support on a data import task for one of our medical equipment supplier customers. Initially I thought that this would be a […]
