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 […]
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 […]
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