Our recent admin webinar: Take Control of Your Org with Salesforce Optimizer covered the new maintenance, productivity, and adoption app called Salesforce Optimizer! Here’s the webinar recording: Webinar Summary What is Salesforce Optimizer? Salesforce Optimizer is THE maintenance, productivity, and adoption app for Salesforce Admins! For admins who are nearing the limits of their edition, […]
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 […]
Just a little while back, we did a webinar with flow experts Brian Kwong and Mark Ross, Introduction to Flow. We introduced you to Flow and showed you a live demo of a real life use case which you can follow along and replicate in your own org. Watch full Webinar here: Summary What is […]
I want you to remember back in the day when you were in school. How many notebooks did you have? Personally, I had one for each subject. Some had pages and pages of notes in them. From bulleted lists to doodles, to missing pages- each had its own unique purpose. They helped me sketch out ideas. […]
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 […]
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 […]
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 next step in our journey to learn Lightning is to create an app. Here we go! 1. In Lightning, there’s a handy App Manager in Setup, which allows you see all your apps in one place and make changes to them. 2. From that App Manager page, you can click New Lightning App […]
Keeping clean data is hugely important when managing a CRM or any database for that matter. Bad data leads to inaccurate reports and dashboards, issues with automation, increased manual data work, and a negative impact on user trust. Data quality is so important we did a whole #AwesomeAdmin webinar on the topic – watch the […]
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