Say you have a university who is tracking the possible professors up for tenure. They have a Shortlist (object 1) and their Final Selection list (object 2). Both lists are maintained on an annual basis (1 year = 1 opportunity). The university likes to be able to look back at the shortlist to quickly see … Continue reading Using Process Builder for Cross-Object field update
Author: sf9to5
Using Chatter to Track Changes
By now everyone is probably using the History Tracking feature that comes on both standard and customs objects (if you aren’t, jump down to the bottom of the page to get a quick how-to). This feature is awesome for being able to run reports, although there are some ideas for improvements. While this is a … Continue reading Using Chatter to Track Changes
Review of focusonforce.com
Leading up to my exam, I knew I would need to some practice tests and I knew just where to go! The site focusonforce.com had been recommended left and right as the place to get exams that would mimic the real thing. I initially used focusonforce for their free 50 question quiz, which provides real-time results … Continue reading Review of focusonforce.com
How I became a Certified Salesforce Admin
My journey to getting certified started off back in October when we hired some consultants to work with our company in revamping our Salesforce and getting it ready for some real heavy lifting. I spoke with one of the consultants about how she got to where she is now and she told me about the … Continue reading How I became a Certified Salesforce Admin
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