Sometimes, figuring out your user’s needs is a mystery. Becoming a business analysis detective allows you to get to the bottom of what your users really need, and why they need it. Let’s explore the basics of what requirements are and why they matter, techniques for gathering requirements, and then finally documenting requirements. Ready to […]
The global pandemic has significantly changed the way businesses operate. And admins everywhere have sprung into action to adapt existing processes or to design, and roll out, new processes that are having a huge impact. Just last week, we heard about Salesforce Admin Jeff Berger, who built a Salesforce app in just 5 hours to […]
Most Salesforce users use Salesforce Search. But sometimes, it can be difficult for users to find exactly what they are looking for. That is why we have combined the power of AI with Salesforce Search to bring you: Einstein Search! And the best part is that most* Admins can turn it on on their own […]
A lot of things change quickly in our business-meets-virtual world, and it’s important that we, as admins, check in to make sure that Salesforce continues to meet the needs of our organizations. Processes shift online every day, and the usual ways of doing things change to better serve our customers. As a result, there are […]
We all know that a CRM is only as good as the data it holds. However, getting that data into a format that is easily accessible and discernable is not always easy. Having a solid understanding of the numerous reporting features and best practices that are available to us is an important part of any […]
No matter where you are in your #AwesomeAdmin journey, you’ve no doubt learned that reports and dashboards are a fundamental part of your business. But if you’re newer to learning how to build reports, you may have questions. You may be wondering about best practices or the most effective way to display data. Well, thanks […]
Salesforce Admins have a wealth of knowledge that they are more than happy to share. That’s one of the things that makes our Ohana so amazing, and truly feel like family. Back in January, we asked #AwesomeAdmins everywhere to join us on Twitter and share that collective knowledge with one another — to inspire and encourage […]
How are you? No, really, how are you? I’m doing okay, getting to grips with homeschooling and doing some learning of my own on Trailhead. We’re all settling into this “new normal” and it’s hard to stay focused, let alone keep on top of any key release dates coming up. We sent an email to […]
Understanding the basics of security is critically important to being an #AwesomeAdmin. As a steward of valuable data, you have the opportunity to be an important asset to your company by managing it with security in mind. Increasing your own cybersecurity knowledge allows you to play a role in not only safeguarding your company’s data […]