-
A Primer on Salesforce Fields and Relationships
PREFACE: This post is part of the Zero to Hero series. The configuration possibilities in Salesforce are endless thanks to custom objects and custom fields. But sometimes, the options can be overwhelming – especially when it comes to creating relationships between objects. Custom fields are not as scary as they may seem. Today we look…
-
Origins: The Story of Eric Dreshfield
Today, I am excited to have a new post in the Origins series where we hear from Admin Heroes how they got their start with Salesforce. Today’s story comes from Eric Dreshfield; a true lover of the Salesforce Community and an all around great guy! Enjoy! I’ve been a salesforce.com user since 2009, and considering…
-
Creating Custom Objects in Salesforce
PREFACE: This post is part of the Zero to Hero series. Salesforce terminology can sometimes be confusing (or seem confusing at the very least). This is especially true when you’re new to the platform. Today’ we are going to focus our efforts on understanding objects in Salesforce; specifically custom objects. At the same time, we…
-
7 Important Business Lessons I’ve Learned Watching ABC’s Shark Tank
I love Shark Tank! It is, in my opinion, one of the best reality shows on television. Every time I watch Shark Tank, I feel like I learn something new. Not necessary about a particular product but more about the important characteristics that one should have to be successful. Being a Salesforce Administrator, it’s natural…
-
How 1 Roll-Up Summary Field Will Make You a Data Hero
A guest post by Jennifer Shier. While we sit on the beach watching many customers ride the salesforce.com Wave, let me hand you an umbrella and tell you how to achieve some of the same results using native Salesforce functionality. One roll-up field on any object can provide instant analytics only thought possible in the…
-
Hands-On With Page Layouts and Record Types
PREFACE: This post is part of the Zero to Hero series. Making your way through Salesforce workbooks and tutorials are nice but I personally had a hard time relating to the exercise because it wasn’t my company and what I was building was not something that I could use in my everyday life. That is…
-
29 Hilarious #WhySFDCAdminsDrink Tweets
Everyone needs a good laugh. Charlie Chaplin once said that “a day without laughter is a day wasted.” So, I thought that today we would have a little fun by looking at some of the best #WhySFDCAdminsDrink tweets! After all, life is too short not to have fun. So with that, let’s get into the tweets!…
-
The Importance of Me Time
A guest post by Dale Ziegler. Sometimes, you need to rest. My name is Dale Ziegler, and I’m a solo admin. In my company, I am the only resource dedicated to developing and administering Salesforce. But not only that, I am a member of Sales Operations, so I am tapped with assisting Sales with other…
-
Creating a Change Management Process: Part 2
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…
-
Navigating the Salesforce User Interface
PREFACE: This post is part of the Zero to Hero series. Our last two Zero to Hero posts have focused on the basics of the Salesforce architecture. Now that you have gotten through that dry and boring stuff, we’re going to start the next Chapter of the series by looking at the User Interface. Before…
Admin Hero 