insights

Salesforce Apex Triggers: best practices to avoid design issues
February 3, 2023 | By ProQuest Consulting
Background Apex triggers are code scripts that run automatically when a Salesforce record is inserted, updated, or deleted. These triggers can be used to build automated processes or prevent certain actions from happening during data manipulation. For example, one could develop an Apex trigger on opportunities to notify the primary[...]
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How to set up Multi-Factor Authentication (MFA) in Salesforce
December 21, 2022 | By ProQuest Consulting
Over the last few years, the level of concerns about CyberSecurity and company digital vulnerabilities has been exponentially increasing. At ProQuest, we systematically advise our customers on security best practices to ensure Salesforce environments are correctly setup to fully leverage the security features available by the platform. A key setup that every single[...]
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Digitisation of council services: a leap-of-faith with vast benefits
March 23, 2022 | By ProQuest Consulting
In February, the Service Transformation Innovation webinar brought together public servants and digitisation specialists from around the country to explore the vast benefits of digital service consolidation. Here we break down the key learnings that emerged from discussions at the webinar. Moderated by James Enoch, Director Local and State Government,[...]
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Salesforce Experience Cloud; A digital platform to interact with customers, empowered by the world’s #1 CRM
December 8, 2021 | By Wesley Wang
We’re in a connected world. Customer expectations of service providers are higher than ever before meaning companies who cannot meet these expectations are losing customers at a rapid pace. How many times have you considered switching your mobile service provider because you have had to wait in a phone queue[...]
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Salesforce Virtual Remote Assistant: Engaging customers and employees anywhere with real-time, visual support
| By Stephen Izod
Customer Service is critical to the success of any business - big or small. It makes or breaks customer experience. When done properly, it helps customers get answers to their questions and solve their problems efficiently. Ultimately it prevents churn and nudges your customer towards repeat business with your company.[...]
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Summer 21’ – Salesforce Field Service Highlights
August 18, 2021 | By Brenden Burkinshaw
Deliver Consistent Services with Work Plans Help guide your field service teams with predefined steps in work plans to help them complete work orders more effectively. In field and back-office support staff can complete assignments more quickly and with less guesswork.  Technicians  Users can execute Work Plans on their mobile[...]
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Salesforce Field Service – Work Plans
August 7, 2021 | By Imalka Fernando
One of the most important aspects of a Field Service Management software is to bring consistency in the way jobs get executed in the field. Without the right technology, companies heavily rely on training and experience of their technicians to do things the right way. And when steps are missed,[...]
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Salesforce Summer ’21 Highlights
June 28, 2021 | By Stephen Izod
What's new with Summer ‘21? Since June 14th, the Salesforce Summer '21 release is now live in Production Orgs across Australia. Having reviewed the release notes, the ProQuest Team has put together a list of exciting new features you can begin to take advantage of as a Salesforce Admin right[...]
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Dreamforce 2019: Day 1 Highlights! #DF19
November 21, 2019 | By Hien
First day of Dreamforce '19 kicked off with tons of fascinating conversations on and off stage, hands-on activities in the Campground, lots of AI and live music festival in the Dreamforest. So what are the highlights of Day 1 at Dreamforce? Here is a recap for you to catch up[...]
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Top 6 new FSL features in Summer ‘19
November 7, 2019 | By Hien
With Summer ’19 release, Salesforce has revealed a lot of great features for Field Service Lightning. We know it can be difficult to comb through the 551 pages of the official Summer '19 release notes PDF, so we will make it easy for you by highlighting the 6 hottest enhancements on FSL that[...]
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ProQuest Consulting is a leading Salesforce partner. ProQuest works to empower companies in Australia and New Zealand to achieve higher performance through the delivery of tailored Salesforce solutions using disciplined Agile Scrum methodology.
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