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 […]Read more "Building Better Field History Tracking"
I got my very first computer when I was in the 6th grade and it was love at first sight. With lights shining bright and my heart skipping a beat, it was a scene right out of a movie! Granted all I did was play games on it, but nevertheless it fascinated me right from […]Read more "ORIGINS: The Story of Shivanath Devinarayanan"
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. […]Read more "Customizing Salesforce’s Lightning Experience"
PREFACE: This post is part of the Zero to Hero series. While most Admins struggle with the concepts of record access in Salesforce, many companies, and Admins grossly overlook Salesforce org security settings. Perhaps Admins don’t realize that there are some security features, and settings that can be enabled, or the business decides that some […]Read more "Salesforce Security Part 2 – System Security"
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 […]Read more "Psych 101 for Admins: How to Drive User Adoption Using Behavioral Science Techniques"
PREFACE: This post is part of the Zero to Hero series. One of the largest and most important topics of Salesforce tends to also be one of the more confusing and daunting topics – Salesforce Security. There are multiple elements to Salesforce security from user setup and record access to login access and org policies. Each of […]Read more "Salesforce Security Part 1 – Record Access"
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 […]Read more "Everything You Need to Know About the New Salesforce Lightning Editions"