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 […]
? Did you know that you can use the Utility Bar to customize your User experience in any Lightning Console or Standard app? You can even Report Charts with “My” filters to expose personalized charts to your Users anywhere in a Lightning App. Resources Check out this great blog on customizing for your Users with […]
It’s 2019, and businesses must move lightning-fast in order to sell, market, and service their customers. #AwesomeAdmins know first-hand that tools like Lightning Report Builder have made this incredible pace much easier to keep up with. These tools enable you to analyze your business in new ways without adding extra clicks, allowing you to be […]
So there you are, sitting at your desk catching up on the Salesforce Admins Blog, when one of your organization’s executives walks up and asks “Can you build me a dashboard?” What do you do? A common response is “Absolutely! What do you want on your dashboard?” There are only two answers to this question: […]
Did you know you can use features like Dashboard Filters to create Dashboards more quickly, track the right data, and make your Dashboards reusable? Salesforce Dashboards are a key tool to drive End User adoption, Executive engagement, and productivity within your company. Dashboards are also a helpful place to summarize and understand sets of data. […]
Today on the Salesforce Admins Podcast we’re switching it up and focusing on productivity. We pull together some of our best interviews of 2018 to bring you the best tips we’ve heard focused around productivity. We talk to Carlos Umana, Principle Business System Analyst at BMC Software, Matt Vickery, Salesforce Administrator at the Washington State […]
Today on the Salesforce Admins Podcast we’ve got Rikke Hovgaard, Solution Architect at Salesforce, to talk Einstein analytics. We go into how to use these tools in your daily life as an admin and to help your organization. Join us as we talk about what Einstein analytics can do, how Rikke got where she is […]
Today on the Salesforce Admins Podcast we’re live from the Los Angeles Nonprofit Community Group to hear a special panel of nonprofit admins put together by Laura Derby. If you’re in the nonprofit spaces or thinking about getting involved, tune in for some great insights from Laura Derby, Salesforce Admin at the Nature Conservancy and […]
Today on the Salesforce Admins Podcast we have the second half of our live taping from Dreamforce. We have Aaron McGriff, Salesforce Business Systems Analyst at Masco Cabinetry in Detroit, and we’re joined by the original Button Click Admin himself, Mike Gerholdt. Join us as we talk about the differences in their experiences as someone […]