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What Salesforce Admins can learn at SXSW 2015

As artists, entertainers, and entrepreneurs we are here to celebrate learning and growth. – Matt Walsh I’ve often referred to South by Southwest (SXSW) as “Nerd Spring Break”- a chance to be overwhelmed with new ideas and technology. As a Salesforce Admin I want to be ahead of the curve- the one who is suggesting […]

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How to Create an Admin Page Layout

In case you haven’t noticed, but Salesforce Admins are special. As a Salesforce Admin you have to be special because you are the first one called on if there is a problem. Let’s take a simple problem, but one I run into more often than not- like data being populated in a field and troubleshooting […]

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How Salesforce Admins can Command a Seat at the Table

So how did I command a Seat at the table? I was recently asked how a Salesforce Admin, like myself, who is building their career on the Salesforce platform can earn a “seat at the table” within their company. I have a voice on key initiatives and architect processes in addition to playing a large role in driving […]

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Choosing the Right Automation Tool

Right now is a great time to be a Salesforce Admin. With Lightning Process Builder, Workflow Rules, Visual Workflow, and Approval Processes, we have many great automation tools in our utility belt. As a Productivity Protector we are often working to streamline business process and deliver real business value. And if you watch any superhero […]

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Awesome Admins are Brilliant Business Analysts

This week we are taking a different approach to the post, rather than the traditional format we using an interview format. We are following up on a very popular session from Dreamforce “Admins and Business Analysts: Agents of Change” where we talk to the three presenters- Salesforce MVPs Cheryl Feldman, Eric Dreshfield, and Launa Saunders. […]

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Why Relying on “Password123” Won’t Cut It

In the wild west of Internet security, enabling two factor authentication is the closest thing you can do to making your accounts hacker proof. In this post, I will walk you through why two factor authentication (“2FA”, and also known as two-step verification) enhances security and how you can set it up to make yourself […]

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How to turn a spreadsheet into a Salesforce App

Tell me if any of these statements apply to you and your company. “Oh we just have soooo many spreadsheets.” “We have Salesforce but our sales management loves their spreadsheets.” “Management told me its just easier to update a spreadsheet, so I feel stuck” Ok, I could go on and on but you get the […]

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More Ways to Protect your Salesforce Org

In my last post, I shared a key way to protect your Salesforce implementation and still give your users the flexibility they demand, via Login IP Range restrictions.  This important security control prevents unauthorized users from accessing your Salesforce org. If you find that Login IP ranges do not work for your org or you […]

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