In the Spring '20 release from Salesforce, Permission Set Groups will finally be GA (generally available). This is fantastic news because these groups are going to save all of us admins so much time and headache when it comes to assigning permission sets. You may be wondering what a permission set is or what a … Continue reading Permission Set Groups – Spring ’20 Release
Admin Life
SF9to5’s Top 10 posts for 2019
HAPPY HOLIDAYS!! Here are the top 10 new posts in 2019: How to Set up Related Quick Links Salesforce Lightning Reference Guide Related Lists Summer ’19 Updates How to: Field Trip by RingLead Understanding CPQ Renewal Pricing Method Sending an Email using Macros in Lightning How to Set up Twin Fields in CPQ Updated Email … Continue reading SF9to5’s Top 10 posts for 2019
How to Run a Report on Reports
Perhaps you are thinking about doing a Reports cleanup as part of your Lightning Transition. Salesforce has made it easy to report on Reports. Possible good use cases for using this Report type are: seeing how many reports you have in total, how many have been run recently, how many have NEVER been run (trust … Continue reading How to Run a Report on Reports
How to: Audit Salesforce Profiles
Recently, I wrote a series of posts called The Ultimate Profile Auditing Guide. The purpose of the guide is to help you navigate viewing Profiles on a large scale through Excel as a means of running an audit on your Profiles. Below is the list of posts in the order that they go in. The … Continue reading How to: Audit Salesforce Profiles
When to use Recursion Checkbox in Process Builder
So for a long time, I have known about the Recursion Checkbox in the Process Builder; however, I have never found a reason to use it. I believe part of my shyness towards this checkbox has been that in the development world, there are very few instances where you want recursion to happen. Typically, we … Continue reading When to use Recursion Checkbox in Process Builder
Webinar: Cleaning up Salesforce for your move to Lightning
In conjunction with Metazoa - Snapshot, I will be hosting a Webinar on cleaning up Salesforce in preparation to moving to Lightning. In this webinar, we will cover the following: - Walk through the process of sorting through a single object’s fields and the number of times they are filled in. - Examine if a … Continue reading Webinar: Cleaning up Salesforce for your move to Lightning
My top Winter ’20 Release picks
Here is a quick overview of the things I found most interesting coming in the Winter '20 release. Lightning is getting turned on for everyone that is using the standard profile or custom profiles that have the Lightning Enabled setting turned on New Mobile App on October 14th - time for the Mobile App to … Continue reading My top Winter ’20 Release picks
