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I Just Deployed Lightning Experience. Here’s What I Learned.
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…
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Don’t Be a Report Hoarder – Purge Already!
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…
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Auditing Your Salesforce Org
The end of the year typically means fewer meetings and a quieter office. For many of us, this is the time of year to get some real, uninterrupted work done! With people out of the office and some time to focus, I like to leverage the quiet and get some special work done. Just like a…
