Every company that uses Salesforce.com has a designated system administrator. Sometimes that person is a full-time admin hired specifically for this job. Other times it is someone who has a…
Author: Leslie Campbell
Four Key Reasons to Move from Workflow to Process Builder
If you’re a long-time Salesforce user, the Workflow tool has likely been your savior many times. It may have also seemed like your enemy on occasion because of its limitations.…
Spread the Word for Training
You have worked hard to develop a process and even harder to build the functionality in Salesforce to support that process. Then you have reached new heights with an amazing…
Save Time with Inline Editing in Salesforce
At some point, all Salesforce system administrators are tasked with having to mass update records. Luckily, there are tools like Data Loader and Dataloader.io. But what about a quick way…
Salesforce is not just a CRM
Many Salesforce customers simply use the system as a Customer Relationship Management (CRM) tool. Although that’s how Salesforce started out, and you will still see it advertised as a CRM…
Migrating to Lightning Experience – Three Starter Tips
Migrating to the Lightning Experience in Salesforce can be quite intimidating. There are many pieces to this puzzle of migration, and it is important to start off on the right…