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Category: How To

state and country picklist salesforce

Implementing State and Country Picklists Part 2

How ToFebruary 17, 2014June 19, 2019

In Implementing State and Country Picklists Part 1, we looked at the setup process which should take place prior to activating the picklist functionality. Part 1 outlines some thoughts on how to evaluate your org to ensure that all bases are covered including how the change will impact users and how to minimize the impact. […]

Read more "Implementing State and Country Picklists Part 2"
State and Country Picklists

Implementing State and Country Picklists Part 1

How ToFebruary 3, 2014June 19, 2019

7 years, 362 comments and 53,300 points. This is what it took to get State and Country Picklists for standard address fields implemented in Salesforce! Winter ’14 brought this wonderful feature to us thanks to the wonderful Product Manager Shawna Wolverton and her team! Thank you! If you have been an administrator, developer, consultant or […]

Read more "Implementing State and Country Picklists Part 1"
clones

How to Clone Your Power Users

How ToOctober 10, 2013June 19, 2019

Some starts burn brighter than others. The reason stars shine at all is because they are continually imploding on themselves causing high rates of friction which creates light. I guess society didn’t realize this when we began calling people stars. People imploding would be cause for concern and result in quite a mess! Either way, […]

Read more "How to Clone Your Power Users"
Salesforce for Outlook

Deploying Salesforce for Outlook: What I Learned – Part 2

How ToJune 27, 2013June 19, 2019

In Deploying Salesforce for Outlook: What I Learned I discuss the tactics used to deploy the application to my organization as we launched Salesforce. Nearly two years since we launched, and a year after the original post, I thought it would be good to expand on the original and provide some cautionary tales for those […]

Read more "Deploying Salesforce for Outlook: What I Learned – Part 2"

How to Document Your Salesforce Instance

How ToJune 13, 2013June 19, 2019

Recently, I started thinking about how well I am caring for my Company’s Salesforce instance and what areas need improvement. There was one thing that stuck out like a sore thumb. Documentation. I realized that all of my hard work could be washed away by someone else because there is no reference of how to […]

Read more "How to Document Your Salesforce Instance"
opportunity product salesforce

Preventing Duplicate Opportunity Products

How ToMay 2, 2013June 19, 2019

If you have been struggling to find a way to prevent duplicate products, then this post is for you! When this request came to me from a manager in my organization, I really struggled with how to make this work. But, thanks to some smart people who helped me out, we managed to come up […]

Read more "Preventing Duplicate Opportunity Products"
google chrome

Getting the Most out of Google Chrome

How ToMarch 7, 2013June 19, 2019

It is no secret to most of my friends that I have a love affair with Google Chrome! It seems that most Salesforce Administrators and developer share my love of this browser because of its speed, ease of use, and some ways to personalize it. There are also a lot of productivity features which help […]

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Tower of Babel and the Translation Workbench

How ToJanuary 9, 2012June 19, 2019

Many of us know the story of the Tower of Babel, but if you don’t here is a quick recap: All of the people in the land gathered to one place and decided to build a large tower in order to make themselves known. But the Lord saw what the people were doing and decided […]

Read more "Tower of Babel and the Translation Workbench"

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