Salesforce – Admin Hero

Lightning Sync vs Einstein Activity Capture: Battle of the Salesforce Calendar Integration Tools

August 19, 2019June 14, 2021

Update on May 8, 2020: Salesforce will no longer allow orgs to enable Lightning Sync after Winter ’21 (source). Salesforce is encouraging its clients to move to Einstein Activity Capture and is positioning it as the long-term activity capture product. Ah, the good old email and calendar integration discussion continues! Salesforce has had integration tools […]

Demystifying Salesforce Einstein

July 2, 2018November 27, 2019

Artificial Intelligence is becoming more commonplace in our everyday lives, and we’re all comfortable with AI as consumers because there is very little for us to do or setup. But with the advent of Salesforce Einstein, Salesforce professionals are confused on what exactly Einstein is. They are also concerned that they will need to know […]

Salesforce’s Most Useless Features

February 15, 2016June 19, 2019

Over the course of time, certain features fall out of favor or become obsolete to a point that they become useless. I’m discovering this to be true in our beloved Salesforce as well. With every new Salesforce org I setup, there’s a checklist of features that should be enabled, or disabled based on “best practices” […]

Using Automation to Manage the Lead Lifecycle

December 28, 2015June 19, 2019

A guest post by Kristi Campbell. One of the best things for me about being a Salesforce Administrator is that I get to geek out about things like process optimization – bonus points when it ties into automating those processes through Salesforce! It can be difficult, though, to appreciate the incremental steps you take forward […]

An Introduction to the Salesforce Marketing Cloud

December 21, 2015June 18, 2019

A guest post by Chris Zullo. Have you heard about the Marketing Cloud? Do you know what it does? In short, it is the gateway between your customers (or your preferred label for individuals you communicate with) and the other clouds. It’s a connector and a facilitator. I don’t think it’s a coincidence, though it […]

Unicorns, Rainbows, Epicness and Midwest Dreamin’ 2015

July 13, 2015August 26, 2019

Last week I traveled to Chicago to participate in the second annual Midwest Dreamin’. This community-lead Salesforce event is put on by the Midwest user groups and is considered one giant user group meeting! It was a blast! With around 700 people registered to attend and approximately 25 breakout sessions, this is easily the largest […]

Why You Should Speak at Your Local User Group

June 1, 2015June 19, 2019

Public speaking. Too many of us, speaking in public is your worst nightmare – and for many of you, this word may have sent shivers down your spine. But public speaking isn’t so bad when you are doing it in front of friends; in front of a community of like-minded people who want to learn […]

Salesforce1: May the Salesforce be With You

May 4, 2015June 19, 2019

Yeah, I know the title of this post is cheesy, but hey – it’s May 4th! You know, “May the Fourth be With You” kind of May 4th! I thought that today we would talk about Salesforce1 – putting the power of the force into the hands and pockets of your users. This post will not focus […]

Automation Celebration: Creating My First Visual Workflow

April 27, 2015June 19, 2019

Hundreds. This is the number of times you have probably heard about all of the amazing things that the Cloud Flow Designer (formerly Visual Workflow) can do. But for the non-technical, declarative developers like myself, my mind hasn’t properly wrapped itself around the complexities of the tool and as a result, I had nearly given […]