UPDATE: This extension does not always work with Lightning Experience. Best if you navigate back to Classic in order for this tool to work. However, it’s still a huge time saver! A whopping 70% of Admin Hero readers access the website from Google Chrome. It’s a modern browser and part of the reason for its […]Read more "The Google Chrome Extension That Will Save You Hours"
PREFACE: This post is part of the Zero to Hero series. Automation is where Salesforce shines. The ability for fields to update, automatically send an email, and tasks assigned based on specific logic. While workflows are used in many organizations, Approval Processes don’t get used quite as much. Perhaps they seem too formal, or too […]Read more "Creating Your First Approval Process"
Reports and dashboards tend to multiply quickly in every org. While there isn’t a limit to the number of reports an org can have, too may reports can cause confusion and create clutter for users. I know from experience that a good majority of reports are created for one-time use but never purged afterwards. Salesforce […]Read more "Don’t Be a Report Hoarder – Purge Already!"
This new series, titled, So You Want My Job will provide 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 Consultant. […]Read more "So You Want My Job: Salesforce Consultant"
A guest post by Kristi Campbell. One of the best things for me about being a Salesforce Administrator is that I get to geek out about things like process optimization – bonus points when it ties into automating those processes through Salesforce! It can be difficult, though, to appreciate the incremental steps you take forward […]Read more "Using Automation to Manage the Lead Lifecycle"
A guest post by Chris Zullo. Have you heard about the Marketing Cloud? Do you know what it does? In short, it is the gateway between your customers (or your preferred label for individuals you communicate with) and the other clouds. It’s a connector and a facilitator. I don’t think it’s a coincidence, though it […]Read more "An Introduction to the Salesforce Marketing Cloud"
A guest post by Celeste Keller. Before I was a Salesforce admin – and to be honest, even as a junior admin – I had never heard of a SOQL query. One day, I was complaining about some information that I could not access within Salesforce, and a developer friend of mine said, “Just run […]Read more "Workbench: An Admin’s Best Friend"