by Manogna | Oct 9, 2021 | Blog, Enterprise Search
Overview: This blog outlines the Drupal Integration into the Coveo Search. Target Audience: Search Engineers Problem-Statement: Every customer/user should be able to search for the items(pages) in coveo from the drupal website. To index the pages from drupal website...
by Adi Buddhavarapu | Sep 2, 2021 | Blog, Core CRM, Decisions, Salesforce, StoryPulse, Thinking
In typical CRM platforms, Leads, Opportunities and Accounts have a set of statuses as part of the funnel/pipeline management. As an example, a software company may maintain the following stages for an “Opportunity” object in Salesforce: Prospecting...
by Vamsi Alla | Aug 10, 2021 | Blog, Salesforce, Vlocity
Sales Reps expect a 360-degree view of a customer as part of the CRM rollouts. From an IT perspective, this includes retrieving data from multiple systems such as SAP, Salesforce, Business Intelligence Platforms, Rebate Systems, manipulating the data, and then finally...
by Lakshmi Chitrala | Jul 6, 2021 | Blog, Core CRM, Field Service, Salesforce
Overview: In one of the recent projects, we had to extend Salesforce FSL mobile application to launch StoryPulse (http://storypulse.com) to capture few additional data points and signatures in the field. In this blog, I would like to explain a practical example to...
by Hrushikesh Madugula | Apr 30, 2021 | Blog, Core CRM, Salesforce, Vlocity
Overview: This blog outlines the implementation of Vlocity FlexCard to show CX Score. Target Audience: Business Analysts, CRM Engineering Problem Statement: Every Customer-Facing Team Member should be able to see a tile/widget that shows the selected account’s...
by Venkat Yerramsetti | Apr 11, 2021 | Blog, Core CRM, Decisions, Salesforce
Overview: This blog outlines implementation details of OpenRules Decision Manager. Target Audience: Engineering Problem Statement: Oftentimes, in CRM systems, the status/stage of Lead, Opportunity or other should drive the assessments to be presented, information to...
by Hrushikesh Madugula | Oct 27, 2020 | Blog, Salesforce
Salesforce’s second-generation packaging (2GP) is a new way to develop, distribute, and manage apps and metadata on the AppExchange. The 2GP is considerably different from the first generation packaging (1GP). In this blog, the primary focus is on the role of...
by Prasen Gupta | Jun 22, 2020 | Blog
FocalCXM builds enterprise mobile applications with modern cloud architecture and tries to solve many life sciences problems. In this journey, we came across this use case, in one of our Product called Folio. A little intro about Folio: Folio is a Strategic...
by Phani Sammeta | Mar 2, 2020 | Blog, CICD, Salesforce
Code migration in Salesforce development is not a straightforward process because of the multitude of artifacts that need to gracefully move from one environment to another. Salesforce and several partners in the ecosystem offer several ways for a successful...
by Adi Buddhavarapu | Jan 28, 2020 | Uncategorized
FocalCXM is pleased to partner with OpenRules, Inc. Over the last few years, we have been able to solve complex Decision Modeling problems by using Rule and Decision Engines developed by OpenRules, Inc. By integrating Enterprise CRM platforms such as Salesforce, Veeva...
