Have you ever thought about or had the desire to handle your project management case load inside Salesforce instead of through another application? Well, today is the day to learn about TaskRay, a "modern project management" system that is natively built within Salesforce as a Lightning App. TaskRay was presented to me as a valid … Continue reading Review: TaskRay
Author: sf9to5
How to: Create an Alert in CPQ
If you use CPQ in your organization, your users may not always remember to add related products when they configure a quote, and you may not necessarily the items bundled. What do you do to ensure they don't forget? You use the built-in alert function of CPQ. Business Case You have two products, Laptop and … Continue reading How to: Create an Alert in CPQ
Review of CPQ 211 Course
According to Salesforce, the CPQ 211 course is for: "1) Administrators who will have experience implementing Salesforce CPQ solutions in a customer-facing role, 2) Solution Architects, Implementation Consultants, Developers seeking to understand full capabilities in order to formulate technical solutions within Salesforce CPQ. This course will help one prepare for the Salesforce CPQ Specialist Certification. … Continue reading Review of CPQ 211 Course
How to setup Email-to-Case using Gmail
Whether you are just starting out in Salesforce or you have been doing this for while, you are bound to have heard the phrase "Email-to-Case", but what does that really mean? In the Salesforce ecosystem that means that an email gets sent to a Salesforce generated email address that is setup using a forwarding system, and … Continue reading How to setup Email-to-Case using Gmail
Release Management for Salesforce Admin
This week I wrote a guest post for focusonforce.com. Here is a quick excerpt from it: "Release Management is an all-encompassing topic including agile style sprint planning, tracking of future projects and backlogged items, QA/test plans, and release notes. For Salesforce, I see these broad, typically engineering concepts, having specific and useful definitions and purpose." … Continue reading Release Management for Salesforce Admin
Review: Apex Academy Part 1
I recently started my journey into learning more about how to do code development within Salesforce. I felt a need or dare I say an itch I needed to scratch, to better understand what is going on beneath the hood in all of my Apex classes and triggers. As a good place to start, I … Continue reading Review: Apex Academy Part 1
A quick guide to setting up Lightning for Outlook
Recently I posted a comparison blog about the differences between Salesforce for Outlook and Lightning for Outlook, Salesforce's two products that are designed to make your sales guys work more efficiently right out of their email client. Similarly to Salesforce, my winner in the race was Lightning for Outlook. After switching users from Salesforce for Outlook … Continue reading A quick guide to setting up Lightning for Outlook
Salesforce for Outlook or Lightning for Outlook, that is the question.
I know that this post may be a little late to the game since Lightning for Outlook came out back last summer (Summer '16) but I think it an important topic that could relieve many of the stresses I find people have with Salesforce for Outlook. First, let me address the question I know you … Continue reading Salesforce for Outlook or Lightning for Outlook, that is the question.
How To: Custom Report Types
Have you ever had one of those days where you needed a report but no matter which way you turn the ones native to Salesforce, you couldn't get what you wanted? Well if you have, Custom Report Types may be the answer. Custom Report Types are found in the Setup section of SFDC and are … Continue reading How To: Custom Report Types
Change Management and what I learned not to do
Throughout my admin career, I have had the pleasure of working with many stakeholders. These stakeholders were either decision makers for their specific teams or decision makers for large portions of the company. Part of what I have learned from working with all of these different folks is that not all stakeholders are equal and that … Continue reading Change Management and what I learned not to do
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