Posts by Maya Peterson

Maya is a Consultant with Slalom. She has eight Salesforce certifications and an in depth understanding of marketing and sales operations best practices. She has worked with a variety of clients ranging from small business to enterprise and has four years of experience on the Salesforce platform. She is passionate about solution design and excited when faced with new problems to solve. If you’re part of the Salesforce community in Seattle you’ll likely see her at user group meetings or at several of the local Trailhead badging groups. When she's not going full “force” Maya spends time volunteering, hiking/backpacking/camping, or making art and terrible jokes.

Why You Should Always Try To Break Your Own Stuff

When I was just learning Salesforce and starting my career, the company I worked for at the time often tasked me with the exciting and highly sought after role of writing test scripts and performing Quality Assurance testing. It turned out I had a knack for it. First and foremost, because as I was new to Salesforce, I excelled at blundering my way through the system breaking everything imaginable as I went. Picture me as a hurricane of user errors, wreaking havoc on even the simplest of test scenarios. The second more important reason I excelled at QA, was because when I wasn’t breaking things on accident, I tried to break them on purpose.

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Lightning Learning

Salesforce continues to grow and acquire new technologies and develop new features and while I pride myself on knowing the declarative side of the platform well, what I truly pride myself on is knowing the platform well enough to do the research quickly and efficiently to answer the ultimate question: Can we do this with clicks, and if so what is the best way?

So in the spirit of learning and sharing, here are a couple cool things I learned about recently…

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Manage Campaign Members in Lightning

Campaigns are a flexible, native object that allow you to track your engagement efforts and performance in Salesforce. You can customize the Campaign Member Status values to suit your specific business needs. You can also add, update, and remove Campaign Members to track specific engagements.

This post is the third in a series of three blog posts about Salesforce Campaigns in Lightning. The second post, Customize Campaigns in Lightning, covered how to customize Campaigns in Salesforce for the Lightning admin. This post will provide detailed instructions for how to configure Campaigns Member Status values and Manage Campaign Members in Salesforce Lightning. If you’re interested in an overview of Campaigns in general, I suggest you start with the first post in this series, Salesforce Campaigns in Lightning. Continue reading if you’re ready to get hands on.

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Customize Campaigns in Lightning

Campaigns are a flexible, native object that allow you to track your engagement efforts and performance in Salesforce. The great thing about Salesforce Campaigns is you can customize the fields and page layouts to fit your needs. Lightning has changed the ways we Interact with Campaigns, Setup, and especially page layouts.

This post is the second in a series of three blog posts about Salesforce Campaigns in Lightning. This post will provide an overview of how to customize Campaigns in Salesforce for the Lightning admin. If you’re interested in an overview of Campaigns, I suggest you start with the first post in this series, Salesforce Campaigns in LightningThe third post, Manage Campaign Members in Lightning, walks you through how to manage Campaign Members step-by-step. 

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Salesforce Campaigns in Lightning

Campaigns are a flexible, native object that allows you to track your engagement efforts and performance in Salesforce. A lot of the resources out there still refer to the Classic UI but Lightning has changed the ways we Interact with Campaigns. This blog post will provide an overview of Campaigns in Salesforce for the Lightning user.

This post is the first in a series of three blog posts about Salesforce Campaigns in Lightning. The second post, Customize Campaigns in Lightning, will cover in more detail how to customize campaigns, and the third post, Manage Campaign Members in Lightning, walks you through how to manage Campaign Members step-by-step.

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Custom Settings For Clicks Not Code

If you work on the clicks side of the force and you haven’t heard of Custom Settings and the cool things you can do with them using declarative functionality then this is the blog post for you! There are also many other great blog posts for you out there and a few Dreamforce sessions as well. Why should you keep reading this particular blog post and not crawl off down the internet rabbit hole I just dug for you? Because I’m going to explain what Custom Settings are and then document three examples of how you can use them with clicks not code, but more importantly, my examples are kind of funny… I hope.

What are Custom Settings?

Custom Settings, like Custom Objects., have custom fields that allow you to create records that contain data. However, unlike Custom Objects, Custom Settings can be accessed in any formula, workflow rule, and process builder organization-wide. Custom Settings are indeed settings for your org or application!

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Custom Report Types: Why do I love thee? Let me count the ways…

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Have you ever wanted to report on something only to realize you’ll likely have to write three processes and a few formulas to get there? Have you already written those processes and formulas? Is your org in danger of maxing out all its cross-object relationship reference limits? Are you about to write some more right now? STOP! Custom Report Types can solve many of your cross-object reporting problems with just a few clicks! Continue reading →