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Setting Up Data.com Duplicate Management
It doesn’t matter if Salesforce is the Cadillac of systems; dirty data can make your entire company grid to a screeching halt. Basing business decisions on dirty data can cause errors, missed projections and inflated forecasts while driving the ROI of the application down exponentially. Duplicate management is one of the elements that make up…
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5 Things You Should Never* Say to End Users
Words are powerful. The old adage sticks and stones may break my bones but words will never hurt me is a lie and must have been created by someone who was trying to look strong in the face of opposition. Words do hurt, and they can have a significant impact on the way that what…
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90 Things I Wish I Knew as a New Salesforce Administrator
Five years into my career as a Salesforce Administrator and I’ve learned so much. But just like with everything, there are days where I think “man, this would have been so much easier if I knew about that.” As we grow, we learn, and as we learn, we apply. This list is not comprehensive, but…
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Trusting Your Data When It Isn’t Trustworthy
“I can’t trust the data in Salesforce.” This is a statement that every Administrator has heard at least once. With managers and executive leadership looking to make important data-driven decisions, it’s important that all users have trust in the data. There isn’t a perfectly clean database in existence. I saw on Twitter someone mention that…
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Overcoming End User Solutioning
Every administrator experiences it. Users coming to your desk, sending emails or calling you on the phone asking for a new field or to implement a new process without sharing any part of the problem that is trying to be solved. This is called “end user solutioning.” Administrators don’t always know how to handle these situations.…
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Salesforce Data Exports You Probably Aren’t Doing
Believe it or not, there are recommended lengths of time that we should all be retaining important financial data. For example, tax records should be kept for a minimum of seven years. Bank statements should be retained for the same amount of time. The idea is that we may need to recall this information in…
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Saving Time With Change Sets
There is nothing more maddening than to complete a configuration project, ensure that it is fine tuned and fully operational and then realizing that your creation still has to be moved to production. What a let down! The great thing is that Salesforce has a way to transfer all of that meta data into another…
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How to Build a Rock Solid Role Hierarchy
I’ll be honest – the role hierarchy confused the heck out of me when I was a new administrator. Understanding the concept and it’s use was difficult, but it is a vital part of your overall data security model. All Administrators need to become familiar with the function of roles and how to build a…
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Keeping Your Salesforce Data Safe: User Identity Confirmation Basics
Large scale criminal hacking has grown at an exponential pace. Within the last few months, Target has been in the spotlight for the hacking of their payment systems where 70-90 million shoppers’ personal information, including credit card data, was stolen. Because we are living in a digital world, it is important to keep in mind…
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Learn Some Code – Becoming a Well Rounded Admin: Part 5
If career growth is on your radar, you need to look at becoming a Salesforce developer! According to Hire On-Demand, demand for talent with Salesforce knowledge has grown 159% since 2008 and the need for developer talent increased 90% last year! Those are big numbers! Administrators are uniquely positioned to fill this need. Aside from…
Admin Hero 