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Getting Ready for Lightning Process Builder

For Salesforce Admins Christmas came early this year with Lightning Process Builder- which is among the many epic features in the Winter ’15 release. We did an amazing demo in the Admin Keynote at Dreamforce this year to show the Lightning Process Builder in action, as we prepared for the keynote the real power of […]

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Solving Common Salesforce Problems

This last weekend I re-watched Apollo 13. I love that movie and from what I’m told it’s a great retelling of that moment in history. One scene that struck me and inspired this post is a speech by Gene Kranz (Ed Harris), where in a room full of disagreeing engineers he says: “Let’s work the problem […]

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3 Dreamforce takeaways for Salesforce Admins

This is the year of the Salesforce admin! At Dreamforce 2014 we inspired you to be great business leaders, helped you harness your superhero powers, and empowered you to help others succeed. We devoted an entire zone to helping you hone your superhero skills and with an energetic keynote we turned the spotlight on you to […]

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5 Resources for every Salesforce Admin

On my work desk I keep a few books that are my go-to reference guides, I use them almost everyday. And despite having almost constant access to the internet I still use these few books. As a new Salesforce Admin or even an experienced one the vast amount of resources that you have access to […]

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How to do a Salesforce Knowledge Transfer

“Can you spend an hour or two getting so-and-so up to speed on Salesforce”? I would have to say that sentence is my number two pet peeve next to “Can you dump this in Salesforce?”. But that aside, what do you do when you need to swap out Admins or bring a new Salesforce Admin […]

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How to Deal with the Salesforce Insufficient Privileges Error

Editor’s note: This is a popular blog post, so we’ve updated it with the latest information and resources on September 8, 2020. In my experience, the email or phone call starts out something like this: “I clicked on this [insert link, account, etc. here] and I’m getting an ‘Insufficient Privileges’ error… I know I should […]

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How to get ready for a Salesforce user group meeting

Last week I was fortunate enough to attend the Salesforce User Group meeting in Ft. Lauderdale and in Tampa with podcast co-host Gillian Madill. Going to user group meetings is a great way to connect with other Salesforce Admins, Developers, and Users- it makes you feel less like you are stuck on “Admin island” and more […]

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Salesforce Admins Pre-Dreamforce Checklist

As a busy Salesforce Admin it is easy for Dreamforce to sneak up on you and leave you scrambling last minute to get ready. So with a little over one month to get all your Dreamforce things in order I wanted to give you a simple checklist to help you prepare for Dreamforce and not […]

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5 Tips for Staying Productive While You’re on Vacation

It’s summertime—and while the benefits of a cloud-based system include the ability to stay connected to your business and respond rapidly from anywhere in the world, constant connectivity can also cut into your quality time on the beach. Eager to kick back, but worried you’ll fall behind? Don’t stress. Just follow my 5 easy tips […]

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