Ahhh, the great automation debate: Process Builder versus Workflow. Both are powerful tools, both offering countless benefits. More than likely there is at least one of each kind of automation enabled in your org right now. But which one should you be using for that next automation request? Based on Trailhead exercises, you should be using Process […]Read more "Automation Showdown: Process Builder vs Workflow"
“Where is this field being used?” I bet you’ve asked yourself that question quite a bit! While it’s easy enough to determine if a field is on the page layout, or visible to users, it is not as easy to identify workflows, reports or Apex code where the field is being used. And that’s a bad […]Read more "Searching Salesforce Metadata Using The Force.com IDE"
Managing Salesforce users doesn’t seem like a big deal but believe it or not, there are best practices for managing Salesforce users. Incorrect management of users and licenses can cause data integrity issues in the org among other things. Best practices apply to every area of Salesforce and user management is no different. So, here […]Read more "Best Practices for Managing Salesforce Users"
One of the things I love about Process Builder is that you don’t need to know code to configure a solution that once required Apex. Because Process Builder is built with Flow as the chassis, you can do a lot of cool stuff with it and not know how to write a single line of […]Read more "Appending a Long Area Text Field With Process Builder"
Salesforce field history tracking is a great built in feature, but doesn’t always meet the requirements of the business and can be cumbersome when trying to report on the historical data. Administrators struggle specifically with Opportunity field history reporting. Determining stage duration, how an Opportunity moves through the pipeline and related changes to the Opportunity […]Read more "Building Better Field History Tracking"
You may not know this, but Salesforce offers a plethora of free content to Admins all the time. Between webinars, official Salesforce Community groups and documentation, there’s always a set of resources available to customers with the goal of making each of us successful. A new program recently launched called Achieve More. It’s aimed at helping […]Read more "Achieve More With Salesforce"
A guest post by Celeste Keller. Before I was a Salesforce admin – and to be honest, even as a junior admin – I had never heard of a SOQL query. One day, I was complaining about some information that I could not access within Salesforce, and a developer friend of mine said, “Just run […]Read more "Workbench: An Admin’s Best Friend"
A guest post by Melissa VanDyke. We all know those three little words that every #AwesomeAdmin loves to hear: “Is it possible…?” This moment is always exciting for us (we want to help!), but it is always a little scary too. When anything and everything is possible (and as #AwesomeAdmins we know this to be […]Read more "A Methodology for Documenting Process (and Crushing the Fear!)"
A guest post by Peter McMillan. As a Salesforce Admin, you are faced with the needs and wants from every department: Sales, Finance, HR, IT and Executives. And they all want something different from Salesforce: accurate data, quick and impactful reporting, employee adoption of the CRM, actionable insights, etc. For the purpose of this article, […]Read more "The Case for Automation: A Seat at the Table"
Deactivating user accounts can be an occasional pain, but deactivating a System Administrator user can be a nightmare. Depending on how long the individual has been with the company, and especially if they are a solo Admin, their name is probably associated with multiple critical settings and must be updated. Aside from deactivating the user, […]Read more "Deactivating a Salesforce Administrator"