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By: Tag: Monday AM Admin

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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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Learn How to Build Reports and Dashboards on Trailhead

“Did you know 90% of the world’s data was created in the last two years? There’s going to be 10 times more mobile data by 2020, 19 times more unstructured data, and 50 times more product data by 2020.” – Marc Benioff For both beginning and seasoned Salesforce Administrators, analytics within native Salesforce has become […]

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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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Users May Come and Go, But Their Records Must Live On….

These days people change jobs more than ever. And this means that your Salesforce users are constantly changing and shifting – folks leaving the company and new users being added when you add licenses or new services. As an Admin what do we do about deactivating users who leave the company? In this moment when […]

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How to give a great Salesforce User Group Presentation

Presenting at a Salesforce User Group is a great way to showcase what you have built in Salesforce and to share your ideas! And giving a presentation at a user group is a good way to get warmed up for presenting at Dreamforce- or in front of your company. However, if you don’t present a lot […]

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Getting the Most From Duplicate Alerts & Blocking

Spring ’15 introduced Duplicate Alerts and Blocking, powered by Data.com.  (Check out The Essential Guide to Duplicate Alerts and Blocking). We had a chance to sit down with Andy Louca at Thomson Reuters to discuss their work around duplicate management.  Andy and team participated in the pilot and beta of the Data.com Duplicate Alerts and […]

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What Salesforce Admins can learn at SXSW 2015

As artists, entertainers, and entrepreneurs we are here to celebrate learning and growth. – Matt Walsh I’ve often referred to South by Southwest (SXSW) as “Nerd Spring Break”- a chance to be overwhelmed with new ideas and technology. As a Salesforce Admin I want to be ahead of the curve- the one who is suggesting […]

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How to Create an Admin Page Layout

In case you haven’t noticed, but Salesforce Admins are special. As a Salesforce Admin you have to be special because you are the first one called on if there is a problem. Let’s take a simple problem, but one I run into more often than not- like data being populated in a field and troubleshooting […]

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How Salesforce Admins can Command a Seat at the Table

So how did I command a Seat at the table? I was recently asked how a Salesforce Admin, like myself, who is building their career on the Salesforce platform can earn a “seat at the table” within their company. I have a voice on key initiatives and architect processes in addition to playing a large role in driving […]

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