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A Salesforce Admin’s Out of Office Checklist

It’s Monday and for the next few weeks I will be on the road. I’m looking forward to meeting AwesomeAdmins at the Salesforce World Tour London on May 21st and Washington DC Admins on May 28th. With all of these upcoming trips I had to prepare to make sure that my team could stay in touch […]

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7 Salesforce Hacks to make life easier

Ever heard of life hacks? Like how you can make your shoes waterproof by using Burt’s Bees Wax and a hairdryer. Maybe you’ve even heard of growth hacks if you’re familiar with the startup world. Well here are 7 Salesforce hacks that will make you life easier. As a Salesforce Admin we want to make […]

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Salesforce CSI: Uncovering What was Previously Built

So, you’ve inherited an undocumented org…now what? You’ve started a new job. (Congrats!) You’re volunteering for a non-profit. (Go you!) You’re a consultant who’s just started working with a new client. (It begins!) You ask your new boss/supervisor/manager for the documentation of the Salesforce org and you get a blank stare and a shrug. Oh […]

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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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How Salesforce Admins Communicate Effectively

One of the key qualities to a successful Salesforce Admin is the ability to communicate effectively. Previously I wrote about The New Habits of a Successful Salesforce Admin, included in those habits is communication. Effective communication will not only drive adoption, but will actually lower the amount of time you spend supporting user requests. For this […]

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9 Things Your Consultant Won’t Say To Your Face

I recently read a very interesting article about the behind-the-scenes truths in sales and it inspired me think about the truths of consulting. Having worked on a few consulting projects, I reached out to the Cloud for Good team who has worked on hundreds of implementation projects and here is what they came up with: 1. We […]

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How to do a Salesforce Knowledge Transfer

“Can you spend an hour or two getting so-and-so up to speed on Salesforce”? I would have to say that sentence is my number two pet peeve next to “Can you dump this in Salesforce?”. But that aside, what do you do when you need to swap out Admins or bring a new Salesforce Admin […]

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