I like magic. I don’t believe in it, but I like it! There’s something thrilling about watching a magic trick that just gets me all excited. That’s how I felt after enabling Lightning Login for my developer org. Logging into my org with a fingerprint is pretty cool, and magic or not, users will think […]Read more "Eliminating Salesforce Passwords with Lightning Login"
VLOOKUP formulas are very beneficial in Excel, but did you can use them in Salesforce too? Unfortunately, the documentation wasn’t clear on how to use this feature, and I had a hard time understanding the syntax. Three pages of Google search results didn’t help one bit. After posting to the success community, I got some help and […]Read more "Using VLOOKUP Validation Rules in Salesforce"
One of the least exciting parts of my job as a consultant is logging my time. Working for a small consulting firm, we have the flexibility to choose the tools that work best for us which is great because I have found a perfect way to automate my life using Toggl, Zapier and Salesforce. This […]Read more "Using Zapier to Automate Time Logging in Salesforce"
This is a guest post from Adam Marks. A fairly common request that I get is, “how can I send my users/customers’ text messages from Salesforce?” There are apps on the app exchange that can do this, as well as Apex solutions too. Both of those approaches typically come with an additional cost, though. If […]Read more "Send Text Alerts From Salesforce Using Email to SMS"
Solo Admins, especially in larger organizations, have bandwidth issues. Being pulled in multiple directions, engaged in meeting after meeting and no time to manage users and the basic configuration of Salesforce. It becomes frustrating and difficult to manage all of this. Depending on your org and the structure of the team, assigning Delegated Administrators may […]Read more "Become More Efficient With Delegated Administrators"
In Part 1 of this two-part series, we looked at what change management is, why it’s important and how to create a change request form in Salesforce. In Part 2, we look at how to overcome the challenges associated with a process change, why you should consider creating a scheduled release and how to use […]Read more "Creating a Change Management Process: Part 2"
If I had to guess, your inbox is cluttered with emails from users asking for changes to Salesforce. Also, your desk is covered in sticky notes with the same content. More than likely, you also have a paper and digital notebook full of requests from users. Total disorganization and no way to prioritize. It’s ironic that […]Read more "Creating a Change Management Process: Part 1"
The end of the year typically means fewer meetings and a quieter office. For many of us, this is the time of year to get some real, uninterrupted work done! With people out of the office and some time to focus, I like to leverage the quiet and get some special work done. Just like a […]Read more "Auditing Your Salesforce Org"
Tracking competitors in Salesforce? I thought CRM was for tracking customers! Well, in fact your CRM is the perfect place to record competitive information. Picklists seem to be the most common form of tracking competitors. How many of you do this today? The problem is that picklists are static and static values don’t have context. […]Read more "Managing Competitors in Salesforce"
Chatter publisher actions are one of my favorite Salesforce functions. Using publisher actions instead of a custom button encourages Chatter adoption, improves user efficiency, enhances the Salesforce1 mobile experience and allows your end users to get $#!+ done. If Chatter is not enabled in your org, take a moment to read It’s Time to Reevaluate […]Read more "Get $#!+ Done with Chatter Publisher Actions"