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
Development made easy – MavensMate
I recently started doing an online course called Apex Academy by David Liu. During the course, it is recommended to use MavensMate as the best IDE out there for Salesforce development. While I have still quite a ways to go developer wise, I can tell you for sure that MavensMate is the way to go. … Continue reading Development made easy – MavensMate
Review: Dupe Eliminator by Salesforce Labs
Did you ever want to be able to find duplicates or perform merges on objects other than Leads, Contacts, or Accounts? If the answer is yes, then I can save you the headache of searching 15 more developer forum posts for the solution. Dupe Eliminator by Salesforce Labs is a great free tool that can … Continue reading Review: Dupe Eliminator by Salesforce Labs
A first look at the Summer ’17 release
I recently got a preview org for the Summer '17 release and wanted to share some brief findings that I found interesting. Summer '17 is the release I am deeming the drive towards lightning. While my company is nowhere near moving to Lightning, Salesforce as a company is definitely trying to tell us, Classic folks, soon … Continue reading A first look at the Summer ’17 release
Mass Download Attachments (Tool)
As many of you are aware, shortly (winter '18) Salesforce will require all of its users to use Files as they are phasing out Attachments and Notes. While Salesforce is doing a nice job of releasing a tool in Summer '17 to handle conversion of Attachments to Files, they still have not handled how to … Continue reading Mass Download Attachments (Tool)
How To: Sharing Settings on Junction Objects
How do you allow a user to create and edit on a Junction Object who does not own either of the Master related objects, without using Sharing Rules or Teams?
How to: Rollup Summary of Contacts on Accounts
We have all run into this issue... the desire to know how many Accounts have "x" number of Contacts associated to them. Whether it's for Lead generation or just a desire to know, Salesforce has done a good job of being able to easily obtain this information. Salesforce has a field called Rollup Summary, however, … Continue reading How to: Rollup Summary of Contacts on Accounts
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