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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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Using Automation to Manage the Lead Lifecycle
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…
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Oh Snap! An Intro to Validation Rules
PREFACE: This post is part of the Zero to Hero series. Validation rules are kind of like the bumpers that go up along the gutter at the bowling alley. They guide the user down the right path by ensuring that appropriate fields are filled in at the right time and with the correct information. They…
Admin Hero 