Tips & Tricks

I really enjoy the holidays. I especially love the fun games and things we do during the holidays. One of the fun things going on in the Salesforce community is the holiday hashtag contest. [...]

I know this title would have been better for Halloween. Just think of the scary title not in honor of Halloween, but has a foreshadow of the scary times to come – Holidays with the extended [...]

Happy Dreamforce everyone! This post ends Wizard New’s Dreamforce special on the Process builder. Three whole posts in one week! I hope you’ve been finding the information on the new [...]

Yesterday, I introduced the Process Builder. Today, I’m going to do a deeper dive and show you more of the different actions we can take with the process builder. The process builder has [...]

Happy Dreamforce everyone! By now, everyone has seen and heard about the great Process Builder. Maybe you even came to my session on Monday where I talked about it with the Workflow Product [...]

There are many things we need to know as Admins. We need to know the security options of the platform, our options for automation, best practices on data management and strategies for user [...]

I’m willing to bet that many organizations that have been running Salesforce for a long time have many dashboards and reports they no longer need or use. Ideally, these should get cleaned [...]

Last week, I talked why I think you should attend Dreamforce. Now that you’re going, how do you prepare? What should you pack? How do you get the most out of your event. I’m a big [...]

I love the inline editing feature with list views. Yet, it seems to be a feature that many admins forget about and even more users don’t use. Last week, I showed one of my sales users who [...]

The Summer’14 release had many nifty items that became available. This includes the new “Fast” create, update, lookup, and delete. It also includes the popular loop. You can [...]