I’m a Salesforce Admin. I’m not a developer. I can build you a great Salesforce solution, but I use clicks, not code. Not too long ago, a request to prevent deletion of certain opportunities would have been a nonstarter because we were faced with two main challenges: we don’t have money in the budget for […]
We want YOU to present at Dreamforce! Dreamforce ’19 is coming, and we need #AwesomeAdmin content for the Admin Track! The Admin Track at Dreamforce 2019 is the platform for Admins to deliver and absorb engaging, actionable, and memorable content that helps them become awesome Salesforce Admins, drive success for their business and elevate their […]
So you’re a brand new #AwesomeAdmin. Congrats! Chances are, you’re already flexing those incredible skills you’ve gained, or you’re looking to tackle the next big challenge. But before you do, we want to ensure you have all the basics covered, and then some! To help you continue learning, and gain resume-worthy credentials, we’re sharing how […]
As a Salesforce Administrator, you may think that managing your Salesforce Org is your only job. In truth, that’s really only half of the job. The other half is working with your users. This might mean hands-on training, creating documentation, hosting planning meetings, and communicating changes as needed. Among those tasks, communicating with your users […]
Welcome to “Five Things for Salesforce Admins”— a blog series where we dive into various Salesforce features and talk about five ways you may not have thought about using them before! Relative Dates are one of those Salesforce features that completely changed the way I thought about List Views and Reports and Dashboards that I […]
The Salesforce vision is the 360 view that you, as an Awesome Admin, want to bring to your executive team and stakeholders, to get them to buy in, and more importantly, to get them to be enthusiastic champions of the art of the possible with your Salesforce instance. Straight from the TrailheaDX 2019 stage, here […]
Reports & Dashboards are a powerful way to understand and visualize your data, and our reporting starts with Report Types. When you create a report in Salesforce, you first select the type of report you will create. Often the standard report types will meet your reporting needs, however sometimes we run into reporting limitations with […]
Lightning Experience brings with it an exciting new era of Report and Dashboard functionality in Salesforce. With the Summer ’19 Release not every new feature is set to default ‘on.’ As a best practice, be sure to take a moment to review the release notes to see what is on and what you need to […]
Get your #buildspiration from the Summer ’19 release! We are sharing five of our favorite release features for Admins (and Developers) as part of the The MOAR You Know learning journey. Get the release highlights as curated and published by our evangelists. Complete the trailmix by July 31, 2019, to get a special community badge, […]
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