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"
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 […]Read more "Setting Up Data.com Duplicate Management"
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 […]Read more "5 Things You Should Never* Say to End Users"
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 […]Read more "90 Things I Wish I Knew as a New Salesforce Administrator"
“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 […]Read more "Trusting Your Data When It Isn’t Trustworthy"