As a Salesforce Admin, you’ve probably dealt with picklists a lot. Last year, we released a new feature called Global Picklists to help Admins manage their picklists (if you haven’t learned about that yet, go here). Almost immediately after the Global Picklists feature was released as a Pilot program, a new idea appeared in the Success Community […]
Don’t know about you, but we’re so excited that it’s finally spring. Depending on where you live (all over the world, according to our data!), snow is melting, birds are chirping and the chill of winter is finally wearing off. For some of us, spring also marks the time for spring cleaning — a time […]
Over the past year, Salesforce has been moving department after department to Lightning Experience. It’s an exciting journey that we know you are on as well. To help you be an Awesome Admin, we talked to the admins on the Salesforce IT team to understand how they went through the process of enabling Lightning Experience. […]
There are plenty of obvious reasons to use Lightning Experience, like its modern design and streamlined user experience. But there are many great features that you might not be aware of. Here are five tricks for making Lightning Experience better for you and your users. They’re so easy that you can do them on your […]
You can do anything with Salesforce, whether it’s finding innovative ways to solve business problems, or unlocking new career possibilities. That’s the message from this round of inspiring Admin Stories from around the globe. Our Admin Stories come from near and far: Karen from Chicago via China, and Ryo and Nana from Japan. They all […]
Is your role Hierarchy a mess? Did you inherit a role hierarchy that hasn’t been maintained? Was it last edited by me like nine years ago? (There’s only a small chance of this. But if so, I am sorry.) Don’t worry we are here to help! You see, things change over time and so too […]
So your organization has a team out in the field servicing your customers – they could be hard-hat-wearing, wrench-carrying technicians that fix anything from street lights to elevators or they could be home healthcare nurses or they could be associates that get documents to your customers. It does not matter what they do, what matters […]
Got files everywhere? Do your users attach files to records or groups using the Notes & Attachments related list? Give them a better way to manage those files. Whether you’re working in Salesforce Classic or Lightning Experience, the Files related list is your best bet for attaching files to records and groups. If you don’t […]
The Lightning Experience is the re-imagined user interface for Salesforce packed with new features developers and admins can use to help their businesses sell faster, work more productively, and make better decisions. We’re excited to come to a city near you to show what it can do for your organization. This two-day workshop will give […]
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