Tips & Tricks

Yesterday was tax day for everyone in the United States – or it should have been! This marks my first year where my filing has my new job as a consultant. I’m technically based in the [...]

Visual Workflow Product Validation We’re switching tracks just a little bit. This episode, we look at how we can use Visual Workflow to validation Opportunity products when we Close Win an [...]

A Salesforce URL Hack is when we use the browser’s URL to pass information or have Salesforce do something beyond it’s normal functionality. Commonly the URL is placed in a custom [...]

Sometimes there are multiple ways to complete the same goal within Salesforce. Not every method is going to be very admin-friendly. For example, I want to send an email when the Opportunity is [...]

The world of Salesforce automation is becoming more crowded and complex then ever before! Spring ’15 added some new tools to the arsenal. When do you use which? What are the benefits over [...]

It eventually happens, your Salesforce administrator leaves. Perhaps you’re the manager, or one of the other admins on the team. Maybe you’re the new administrator who is taking over. [...]

Emails make the world go round. Well at least they make my inbox round (digital fat joke). Experienced users and admins know you can send emails from Salesforce completely ad hoc or by using [...]

Salesforce is a fantastic tool. You can quickly create new Objects, fields, validation rules and workflow rules. There are always a few nifty tricks that admins can use to help speed things up [...]

Last week, I showed you the amazing things you can do with Custom Permission. In my post, Custom Permissions: The Joy of Flexibility in Validation Rules and Workflow I alluded that this [...]

Custom Permissions are now available in Process Builder too! Check out my how to here: https://thewizardnews.com/2018/01/19/power-custom-permissions-process-builder/ At the start of the new year [...]