I am finally back with part 2 of my review of David Liu's Apex Academy. I had to take some time off before completing it due to other Salesforce items becoming a higher priority on my to-do list (see What I learned merging 2 Instances if you would like to know more). The second course is … Continue reading Review: Apex Academy Part 2
Admin Life
What I learned from merging SFDC Orgs
I recently took on a project to merge a foreign separate instance of Salesforce into our main instance of Salesforce. The timeline was extremely tight and short, with very little wiggle room - I am talking about 4 weeks from when the instance would be shutting down for good. The first step of getting our … Continue reading What I learned from merging SFDC Orgs
Mass Report Mover
Have you ever needed to be able to move hundreds, if not thousands of reports in Salesforce? Well, I recently needed to move over 10K reports and since Salesforce has not provided a solution for this yet, I came up with a tool that allows such movement. Business Case I was recently inspecting one of … Continue reading Mass Report Mover
Trailhead Tracker
This post is a long time coming and I don't mean because I am 2 months behind the release (plus some additional time due to Trailhead Tracker being buggy). Back when I started as an admin I was tasked with figuring out how to provide a Salesforce 101 training to my end users. I was … Continue reading Trailhead Tracker
Passing Salesforce CPQ + Study Guide
This weekend I passed the CPQ Specialist Exam after a lot of hard work and a bit too much googling. I want to share my experience with the exam and my tips for passing hopefully on the first try!
Advance Filtering for Workflow Rules
Have you ever had a time where you needed to know what workflows were going to run in your Salesforce instance? Unfortunately, out of the box, Salesforce only allows you to filter so far, giving only the options really to see which rules run on a certain object and if they are active.
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
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
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.
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