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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Sending Mass E-mail in Salesforce

Why use a 3rd party tool for sending mass e-mail when you can just use the built in Mass-Email?

I discuss the pros and cons, and give a demo on how to send Mass E-mail in this presentation from April 2017.

Caroline Renard kindly asked me to participate in HUB Office Hours, following up on a longer presentation I gave at the Seattle Non-Profit User Group around that time.

Also included in the conversation are Chris McCullough and Gorav Seth, moderated by Caroline Renard.

See the full video on youtube here.

Reports 101 – Study Guide & Slide Deck

In the Spring of 2015, I had the privilege to participate in a Girlforce (now Amplify) study group. The study groups are made up of women in the non-profit sector and two volunteer coaches.

Each week a different group presented all the info thought needed on a specific topic to pass the Salesforce Administrator Certification (CRT-101).

Yes, these are very dense slides, but I didn’t want anyone to fail their exam because I forgot a critical detail!  You can download the slides here.

 

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Bailey Bones perched on the edge of his seat – he can’t wait to learn about reports!

 

Keystone Habits

I highly recommend The Power of Habit Why we do what we do in Life and Business by Charles Duhigg to humans, particularly Salesforce administrators and architects.

As mentioned before, at Optimum Energy we have a self improvement book club and we just finished The Power of Habit. The first section of the book is about individual habit formation. The second part is building habits in an organization. Third part is how habits develop and are morally evaluated in society.

While I particularly enjoyed thinking about how to break my own personal bad habits, (Hang on. There are Top Pot Donuts in the kitchen)…. I found myself contemplating how to help users develop the habit of using Salesforce.

Is there one essential task in Salesforce that can serve as a “keystone habit”?  Continue reading →

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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