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. […]Read more "Overcoming End User Solutioning"
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 […]Read more "Salesforce Data Exports You Probably Aren’t Doing"
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 […]Read more "Saving Time With Change Sets"
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 […]Read more "How to Build a Rock Solid Role Hierarchy"
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 […]Read more "Keeping Your Salesforce Data Safe: User Identity Confirmation Basics"
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 […]Read more "Learn Some Code – Becoming a Well Rounded Admin: Part 5"
Salesforce has an amazing user community! Personally, it is one of the main reasons that I love working with the platform. Never have I participated in or been a part of such a knowledgeable, passionate community of users. But how can you leverage the community to your benefit? Get involved! Choose one or multiple channels […]Read more "Community – Becoming a Well Rounded Admin: Part 4"