How To
In Part 1 of this two-part series, we looked at what change management is, why it's important and how to create a change request form in Salesforce. In Part 2, we look at how to overcome the challenges associated with a process change, why you should consider creating
Zero to Hero
PREFACE: This post is part of the Zero to Hero series. Our last two Zero to Hero posts have focused on the basics of the Salesforce architecture. Now that you have gotten through that dry and boring stuff, we're going to start the next Chapter of the series
How To
If I had to guess, your inbox is cluttered with emails from users asking for changes to Salesforce. Also, your desk is covered in sticky notes with the same content. More than likely, you also have a paper and digital notebook full of requests from users. Total disorganization and no
Zero to Hero
PREFACE: This post is part of the Zero to Hero series. In the last post, we looked at how Salesforce is structured as a database. This was an important concept to understand because without a good knowledge of the relational database concepts building solutions and even generating reports becomes difficult.
Admin Basics
Every administrator experiences it. Users coming to your desk, sending emails or calling you on the phone asking for a new field or to implement a new process without sharing any part of the problem that is trying to be solved. This is called "end user solutioning." Administrators
Zero to Hero
PREFACE: This post is part of the Zero to Hero series. "Wait a second, databases? I thought we were going to talk about Salesforce!" Well, Salesforce is actually a gorgeous and easy to use database which is why we need to discuss it. Understanding the basics of a
Analytics
Custom report types in Salesforce are great. They let you build an array of relationships to see data in a variety of complex ways. But they also hold some secrets that most admins don't know about. It wasn't until I took the Advanced Administrator certification class
Business & Career
Freelancing is not for everyone, but for those looking to make some extra money or perhaps even quit your day job and work for yourself, freelancing is an excellent option. In this post, I'll share some of my experiences and give you my thoughts on how to get
How To
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
Business & Career
Your phone rings. It's a user. Not just any user, but the one that seems to talk for hours about nothing and can't seem to remember where the home button is on his iPhone. You sit there staring - trying to decide if taking the call
Admin Basics
Believe it or not, there are recommended lengths of time that we should all be retaining important financial data. For example, tax records should be kept for a minimum of seven years. Bank statements should be retained for the same amount of time. The idea is that we may need
Dreamforce
Today is the first day of Dreamforce and San Francisco is abuzz. The city is always a great place to be, but it's even cooler with over 100k of my closest friends. But, not everyone can be here in-person this week. Perhaps you are one of them. If