ARXXUS AT WORLD TOUR 2018

Arxxus Technology Partners
Arxxus are proud to sponsor Salesforce World Tour Sydney, find us at booth S11!
 
Forget the red pill or the blue pill. We offer 3 very simple choices for experiencing a much better world.
  1. Turn Big Data into even bigger sales potential, with DMP 101.
  2. Cross-Cloud Solutions for Government, Financial Services and Retail organisations. It’s your key to freedom, control and flexibility in your Cloud.
  3. Get to know FieldKo and learn how to accelerate successful routes to market.

 

TOPIC #1: Turn Big Data into Huge Sales Potential, with DMP 101
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Topics: FieldKo, Field Sales, Field Maketing, Salesforce, World Tour

Salesforce Certifications 2017 – A record year for Arxxus

Jay Sheth

We have had an outstanding 2017 with respect to training and certifications @Arxxus! We literally doubled our Salesforce Certifications count. As on writing this, we have earned 390 Salesforce Certifications among a 120 people team! This makes us extremely uniquely placed in the Salesforce ecosystem. Our certification count is rising by the day.

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Topics: certification, Salesforce, Trailhead, Badges

Lunch and Learn with Megan Petersen

Arxxus Technology Partners

For our last lunch and learn session of 2017 we were lucky enough to have Trailhead Senior Marketing Manager and APAC Evangelist Megan Petersen come to speak to us. We were even luckier to have her turn up in full Ranger costume. With so many of our employees being incredibly active members of the Trailblazer community (boasting an impressive 335 certifications and more than a few thousand badges company wide), there was no shortage of enthusiasm for the topic at hand.

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Topics: Salesforce, Trailhead, Lunch&Learn

Transformation in Financial Services on Salesforce post Dreamforce and Beyond..

Jan Zycki

As someone who has worked with Salesforce in Financial Services for over a decade it’s very exciting for me to see this vertical now be so key to Salesforce and it’s partners.

At Dreamforce last month I was really excited by how developed and core the Salesforce offering now is for financial services around the world. Once it may have been used simply for running sales operations for one specific area with a custom build (usually coded) for industry specific processes. Now it is a core system enabling digital transformation in rapidly changing landscapes globally with many of the needs of FS clients out of the box.

I attended a session with Barclays Investment Banking and Global Markets and Tier1. Partners are a key part of the Salesforce Financial Service strategy and it was great to see Tier1 showcasing their vision.

Another partner blazing a trail is nCino with their Bank Operating System built out natively on the Salesforce Platform and now core to the Financial Services Cloud for Retail Banking. The nCino platform truly revolutionises how lenders at all levels can scale up without the investment required for traditional loan origination technology. Being built on the Salesforce platform also enables smaller regional lenders to extend their reach beyond their traditional geographic boundaries through digital engagement.

At Arxxus we are also proud of our AppExchange solution Platform Insights providing consolidated analytics of Master funds, Super funds and Wrap data on the Salesforce platform for many Australian financial services companies.

Back home in Sydney last week Salesforce held a Financial Services breakfast, again a watershed moment for the place of Financial Services as a true vertical focus. Stuart Ward, Director, Industry Strategy - Financial Services highlighted the upcoming Royal Commission and other reviews that will lead to dramatic changes across the industry. Smaller players are already entering the market offering alternatives and this will increase with customers gaining greater control over their banking data.

Financial services organisations will need to adapt to this new landscape and counter perceived lack of trust in society which will be fueled by the Royal Commission. Focus on corporate memory was a key theme from Stuart, knowing who I am and what I need throughout my life-cycle journey leveraging predictive analytics. Underpinning this will be good governance and technology.

At Dreamforce I was also really excited about a couple of announcements. With myLightning banks, advisers and brokers have the ability to rapidly develop branded UIs and apps. This will deliver a greater user/client experience significantly quicker and at a lower cost than ever before. The launch of myTrailHead is of great interest to organisations looking for better ways to train their staff and keep them compliant in a highly regulated and changing environment. Trailhead has already proved transformational in the Salesforce world. The ability to use that in your own organisation where people can work in and train on the same platform delivers greater context, ROI and connection to compliance and operational initiatives.

In short I think 2018 is shaping up to be a year of challenges but of course great opportunities across Financial Services in Australia and beyond. Salesforce as a platform is a foundation to keeping your business agile and responsive to the changing landscape. I would love to chat to you about how Arxxus can be your innovation-led transformation partner on this exciting and continuing journey.

 

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Topics: Salesforce

The Dreamforce experience and why we’re excited about the year ahead.

Paulette Hogan

It was incredible to connect with the Salesforce community at Dreamforce this year, and hear how companies worldwide are using the platform to transform business. With discussions around the Fourth Industrial Revolution, artificial intelligence (AI) and the future of work, it was easy to be inspired. The fruits of disruption across industries like media and finance are apparent already, and yet we’re just starting to scratch the surface of what’s possible with data and technologies like AI.

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Topics: Arxxus News, Salesforce

Salesforce Basecamp '2017, Mumbai

Gaurav Bhagwat

It was fascinating to see enthusiasts turn up in large numbers at the Salesforce Basecamp ‘2017 at JW Marriot, Sahar despite incessant rains in Mumbai. If you could not make it, here is what you need to know: 

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Topics: Mumbai, salesforcebasecamp, Innovation, SalesforceOhana, DigitalTransformation, Salesforce, Basecamp

How to provide Roll-up Summary features to a lookup relationship

Mahesh Gaikwad

A Lookup Roll-up tool provides a roll-up summary feature to a lookup relationship. It also allow's you to specify various roll-up criteria (like list) which are not supported by a standard roll-up summary.

  1. What is Lookup Rollup?
  2. What Problem statement are we trying to address.
  3. How to use Lookup Rollup?
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Topics: Managed Services, Learning, How To, Salesforce

Manufacturing Solution: Tracking tenders/bids in Salesforce

Sandhya Kaithakkat

As a manufacturing sales manager, are you struggling with quantifying your win-rate and your team’s productivity. It’s time to make a change!

Most of your team’s time is spent in tracking project tenders and the quotes sent to the bidders rather than talking to the key stakeholders and closing deals. It's time for a solution which will enable them to spend less time on tracking tenders and quotes and more time on the field winning projects.

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Topics: Manufacturing Solutions, Bids and Tender processes, Sales Productivity, Salesforce

HTML Page Layout Basics

Manish Damle

 

Page Layouts are nothing but an arrangement of the various HTML components, elements in some containers. Every web page has containers; we call the body which is a standard HTML tag.

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Topics: How To, html, CSS, JavaScript, Salesforce

Custom Metadata Types

Yogiraj Sarode

Salesforce allows us to migrate standard configuration records like workflow, email templates, email alerts using change set.
But If we want to deploy the custom configuration records from one org to another org using change set or want to setup the custom configuration data automatically when a managed package is installed, then how can this  be achieved?
Custom Settings certainly will not be the right solution for this, because custom settings is just like any object i.e. metadata and we cannot migrate our custom settings records using Change sets.

(Source: Custom Settings Image by Trailhead

Here, ‘Custom Metadata Type’ comes into the play. Using custom metadata type we can easily migrate configuration data along with their associated records using change set and packages.

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Topics: How To, Metadata, Salesforce