With over 3100 apps and 423 components on the Salesforce AppExchange (and growing) a Salesforce Admin can feel overwhelmed very easy. So like any savvy shopper, we need to get prepared for our adventure so we can deliver the most functionality, and most importantly the best app for our buck. But with all of these choices it’s […]

This week on the podcast we talk to Principle Customer Success Manager, Kevin Richardson. Kevin shares with us a great approach that he uses with customers to understand features and functionality by asking Why. While this may sound simple this is a powerful way to understand feature requests. Kevin also gives us a great example […]

This week on the podcast we interview Salesforce MVP Cheryl Feldman. Cheryl has been working with Salesforce for a long time and is very active in the Salesforce community. In this episode we talk about mentoring new Salesforce Admins, getting started mentoring, and the best places to go to find Salesforce mentors. Links Cheryl Feldman on […]

This week we talk to Paul Greenberg who has been called “the godfather of CRM, the “Walt Whitman of CRM” and even “the Bob Dylan of CRM”. He is the author of the best selling book “CRM at the speed of light: Social CRM Strategies, tools and techniques for engaging your customers. Now in its fourth […]

This week on the podcast Gillian and I get your ready for Dreamforce! For the past 8 weeks we have been interviewing Salesforce Admin presenters about their sessions at Dreamforce, so for this episode we take a moment to give you some insider tips on Dreamforce. We also take a moment to reflect back on […]

This week on the podcast we are getting you ready for Dreamforce by looking at how you can prepare to make the switch to lightning by replacing all of your URL hacks. Michael White will be presenting two sessions called “Preparing for Lightning: Replacing URL Hacks with Actions”. These are a must-attend session for any Admin who has URL […]

This week on the podcast we are getting you ready for Dreamforce by looking at how you can make great reports! Krystal Carter’s session on Reporting 101: Understanding the How, What, and Where- will help you dive deep into understanding what reports your users really want! More about Krystal’s session: Go from Reporting Rookie to a Metrics Magician. […]

As a Salesforce Admin, we are on the go, nonstop. From meetings to discuss process improvements, to end user training, I know that we will be busy right up to the first day of Dreamforce.  So with a little less than one month to get all your Dreamforce things in order I wanted to give […]

This week on the podcast we are getting you ready for Dreamforce by looking at how you document process in Salesforce before you begin the building process. First-time Dreamforce presenter Jennifer Lee joins us for a discussion of all the amazing sessions she is presenting at Dreamforce in both the Admin and Developer tracks. More about Jennifer’s session: […]