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A computer monitor showcasing reports and text that says, "The Ultimate Guide to Reports."

The Ultimate Guide to Report Types

Editor’s note: This post was updated on May 30, 2023, with the latest information and resources.  Understanding how to create data sets in Salesforce is key to creating accurate reports. The data you and your users want to report on is not always stored in records from a single object. Many times you will need […]

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Join us LIVE at TrailheaDX — Watch From Anywhere!

Stay up to date with the latest developments in Salesforce technology by joining us Live at TrailheaDX! The first broadcast will start at 9:30 am PT for the pre-keynote show hosted by Gillian Bruce and Kiran Manyala – they have an awesome line up of Trailblazers they’re interviewing. You won’t want to miss it! Watch […]

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Summer ’17 Admin Preview Recap

Summer ’17 is here! A few weeks ago, we recorded the Admin Preview for Release Readiness Live to help you get the short(ish) list of the features we think are the most exciting for Admins in this release. All of these features are in Lightning, but don’t fret if you are still using Classic! Use […]

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5 Ways to Improve Your Help Docs

You know you need to beef up your help and documentation. Your users keep asking you to do it. The managers keep hounding you to do it. And your tech support people are desperate for you to do it. But where do you start? I spent some time in tech support when my career began […]

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Effective Presentation Tips for Salesforce Admins

Standing up in front of users, executives, or presenting at a Salesforce User Group is all part of a day-in-the-life of a Salesforce Admin. Since we just rolled out our Summer 17 release, it’s likely you are being called in to demo new features or give walkthroughs of the app you recently built. As a […]

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How Salesforce Launched Lightning Webinar Recap

Last month, we hosted a webinar based on our online guide “How Salesforce Launched Lightning in 7 Steps“. We had two Admins on the Salesforce IT team, Sr. Systems Specialist Jordan Mangini and Associate Systems Specialist Evelyn Kruskopf, join us to give their insights and tips for each step in the rollout. Watch the full […]

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Dreamforce 2017 Admin Track Call for Presentations Is Open!

We want YOU to present at Dreamforce! Dreamforce is coming, and we need #AwesomeAdmin content for the Admin Track! The Admin Track at Dreamforce 2017 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 careers. […]

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