Building Better Field History Tracking

Salesforce field history tracking is a great built in feature, but doesn’t always meet the requirements of the business and can be cumbersome when trying to report on the historical data. Administrators struggle specifically with Opportunity field history reporting. Determining stage duration, how an Opportunity moves through the pipeline and related changes to the Opportunity […]

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Customizing Salesforce’s Lightning Experience

Over the last few weeks, I’ve been using Lightning Experience exclusively in my companies production org and have had several clients asking to trial it in their own orgs. I have to say, I’m actually really enjoying the experience, but getting Lightning Experience up and running is a little more involved than just flipping a switch. […]

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Psych 101 for Admins: How to Drive User Adoption Using Behavioral Science Techniques

One of my favorite presentations to share is this one right here! Salesforce Administrators struggle with user adoption, and when asked how to increase adoption by management, we tend to be at a loss for words. While it sometimes feels like a black hole of despair, user adoption is simply behavior modification. So, how do […]

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Everything You Need to Know About the New Salesforce Lightning Editions

When Salesforce launched its all new Lightning Experience last year, it was big news. I’m sure that, like me, you’re a little anxious to give up the Classic user interface, but I’m finding Lightning to be an excellent experience so far, and it’s only getting better. With 90,000 customers already leveraging the Lightning Experience, it’s popular […]

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