As a more advanced Salesforce admin/configurator/”admineloper”/consultant (i.e. all the hats but dev), it’s often hard for me to find content at conferences that hits that sweet spot right before one ventures into code. I’m talking Custom Settings, advanced formula logic, Custom Metadata Types, integrations and external objects, cool deployment tools, and of course, flows and all they have to offer, etc! When I look for content I don’t want to watch another training on how to set up Sales Path or how to use process builder, I’ve got that covered, and when I do have questions I can usually find the answer using searchtheforce.com. That is why this year I’m super excited for all the advanced admin content offered at Forcelandia.
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.
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…
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.
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.
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 →
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.