Every piece of technology we touch in our personal lives is geared to be used instantly. Technology companies know that end users do not have the patience or willingness to take training classes to use apps on their phones/tablets or websites on their computers. When it comes to implementing Salesforce, we spend a great deal […]
At a certain stage of its development, almost every company has to go through a data migration process. Despite all the available information, it’s not uncommon to experience hurdles along the way. Often the cause of these issues is underestimating the project’s complexity, a lack of resources and poor planning. No matter how much time […]
This week we get some sound advice from Salesforce Certified Developer and Business Systems Analysts Shannon Howe about triggers. I know this is the ButtonClick Admin podcast, so Shannon really puts it into context how we can learn code and her advice for learning code. She also gives us some great insight into driving adoption […]
There is no such thing as a pristine org. Every org has a few stray text fields here, or close-to-duplicate security profiles there. But what if your org is fraught with issues…like, let’s say a custom object where the same 13 questions are asked 30 times (13×30=390 fields), or a formula field whose compiled character […]
No matter who you are – a beginner admin or an advanced admin – creating robust documentation is important. Documenting your unique & customized business processes will help, not only your users and colleagues, but it will be a lifesaver for ‘future you’. If you have a hard time remembering what you had for breakfast today, […]
When I joined Technology & Product at Salesforce over eight years ago, my mission was simple – make the world of profiles for admins easier. But, becoming the product manager in charge of profiles and user permissions was analogous to taking the red pill from the matrix (listen to my interview on #ButtonClickAdmin podcast to […]
This week fellow evangelist Joshua Birk joins us to talk about unicorns. Yes, unicorns. Unicorns are those bigger than life projects that help make or define a career. Everyone should have a unicorn project and in 2014 Josh stumbled upon one of his unicorns. In this episode, Josh gives us the very cool backstory of […]
I’ve been a huge fan of Trailhead since its early days, and I’m a really big nerd about formulas. I believe that formulas are an admin’s true superpower. Simple ones are approachable for even the most beginner admin, but you can also solve complex business needs if you get a bit fancier. Want to know […]
Have you ever needed to implement something in Salesforce that didn’t have a button click solution? I recently helped out some of our #AwesomeAdmins at Salesforce so that a Chatter feature I worked on could be enabled internally. If it helped out admins at Salesforce, maybe it’ll help you too. So let’s walk through it! […]