As a user of Salesforce for seven years, I’ve grown accustomed to Salesforce Classic, but have embraced Lightning Experience as much as possible, working to be an advocate for the new user experience and overall platform. While there are so many positives and exponential potential with the platform, as an end user and Administrator, I’ve […]Read more "10 User Experience Issues in Lightning Experience that Need Fixing"
The beginning of a new year ushers in all sorts of resolutions, and one of those primary resolutions relates to health. Perhaps you’re wanting to go to the gym more, eat healthier, or just remember to charge your Fitbit (once you find it). This year, one of my health resolutions is to stand more. Yup! Standing. […]Read more "Oristand Standing Desk Review"
Just a few weeks ago, I deployed a new Salesforce org, 100% on Lightning Experience. It proved to be a great learning experience as a Consultant. If you’re looking to deploy Lightning Experience, this post should be helpful in your planning and preparations! It’s important to note that this is a brand new Salesforce customer who […]Read more "I Just Deployed Lightning Experience. Here’s What I Learned."
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"
“Where is this field being used?” I bet you’ve asked yourself that question quite a bit! While it’s easy enough to determine if a field is on the page layout, or visible to users, it is not as easy to identify workflows, reports or Apex code where the field is being used. And that’s a bad […]Read more "Searching Salesforce Metadata Using The Force.com IDE"
The So You Want My Job series provides a day in the life overview of a particular Salesforce job, written by a professional who holds that job title. Hopefully, these posts will provide insights and answer some of your questions. Today, we’ll get a glimpse into the role of a Salesforce Senior Developer. The Job My name […]Read more "So You Want My Job: Salesforce Developer"
Moving into a Consulting role in 2015, I quickly learned how much work time was spent on non-work items. As a Consultant, time tracking is a huge part of my day, and it became very clear, very fast, just how unproductive I was in a traditional salary role! In my quest to become more productive, I’ve […]Read more "My Favorite Productivity Tools Revealed"
Managing Salesforce users doesn’t seem like a big deal but believe it or not, there are best practices for managing Salesforce users. Incorrect management of users and licenses can cause data integrity issues in the org among other things. Best practices apply to every area of Salesforce and user management is no different. So, here […]Read more "Best Practices for Managing Salesforce Users"
The So You Want My Job series provides a day in the life overview of a particular Salesforce job, written by a professional who holds that job title. Hopefully, these posts will provide insights and answer some of your questions. Today, we’ll get a glimpse into the role of a Salesforce Mobile Architect. The Job My name is […]Read more "So You Want My Job: Salesforce Mobile Architect"
Every Salesforce Administrator and Consultant looks for tools to make tasks easier. While Salesforce is easy to learn, there are some actions which require a multitude of clicks. Field creation, for example, is easy but takes a long time when creating a whole host of new fields. Exporting org metadata can be complex and cumbersome, […]Read more "Salesforce Toolkit – A Salesforce Professional’s Swiss Army Knife"