-
Creating a Change Management Process: Part 1
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…
-
Force.com Platform Basics
PREFACE: This post is part of the Zero to Hero series. In the last post, we looked at how Salesforce is structured as a database. This was an important concept to understand because without a good knowledge of the relational database concepts building solutions and even generating reports becomes difficult. Today we are going to…
-
Overcoming End User Solutioning
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.…
-
Understanding Salesforce as a Database
PREFACE: This post is part of the Zero to Hero series. “Wait a second, databases? I thought we were going to talk about Salesforce!” Well, Salesforce is actually a gorgeous and easy to use database which is why we need to discuss it. Understanding the basics of a database and how Salesforce works as a…
-
The Hidden Functionality of Custom Report Types
Custom report types in Salesforce are great. They let you build an array of relationships to see data in a variety of complex ways. But they also hold some secrets that most admins don’t know about. It wasn’t until I took the Advanced Administrator certification class that I learned the secret functionality of custom report…
-
How to Become a Freelance Salesforce Consultant
Freelancing is not for everyone, but for those looking to make some extra money or perhaps even quit your day job and work for yourself, freelancing is an excellent option. In this post, I’ll share some of my experiences and give you my thoughts on how to get started. Before we get started, this…
-
Auditing Your Salesforce Org
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…
-
You Are Always on Stage
Your phone rings. It’s a user. Not just any user, but the one that seems to talk for hours about nothing and can’t seem to remember where the home button is on his iPhone. You sit there staring – trying to decide if taking the call is a good decision. Time has stopped while you…
-
Salesforce Data Exports You Probably Aren’t Doing
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…
-
The Office Prisoner’s Guide to Dreamforce
Today is the first day of Dreamforce and San Francisco is abuzz. The city is always a great place to be, but it’s even cooler with over 100k of my closest friends. But, not everyone can be here in-person this week. Perhaps you are one of them. If so, this post is for you. Nearly…
Admin Hero 