Formulas Rule! Master Complex Assignment Rules with Formulas

This year at Dreamforce 2018 I had the opportunity to present an advanced admin session with Roan Bear. The Session, Formulas Rule! Master Complex Assignment Rules with Formulas, addressed how admins can use formulas to better manage and optimize assignment rules.

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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 →

How to Safely Deactivate Salesforce Admin Users

When an Admin leaves your organization, it’s tricky to safely manage the many steps of that transition. It’s also easy to screw up which can lead to automation failing silently, users encountering errors, integrations breaking or the security of your system being compromised. Here are my recommendations when you’re left flying solo.

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