Do you ever have one of those days that you just wish you could do all your data migration to Salesforce directly from Excel? Well, today is your lucky day! Enabler4Excel is the solution to most if not all of your data uploading, updating, downloading, and deleting problems. Enabler4Excel is a product from Xappex, a … Continue reading Review: Enabler4Excel
Review: Salesforce Trailhead
Salesforce Trailhead... where do I even begin?! Out of all the self-help, self-study tools, I have used both during my academic career and professional career, Trailhead has to be at the top of my list of most useful resources for helping me learn something new. Once I knew that I was going to take on … Continue reading Review: Salesforce Trailhead
Review: DreamFactory SnapShot
With many different sandboxes to keep organized, I needed a tool that could help me achieve the following goals: Make pushing change set easier (including push items Salesforce does not usually allow you to push) Be able to compare different orgs to see the differences Be able to run reports on fields to see which are in … Continue reading Review: DreamFactory SnapShot
Using Trailhead to train your employees
Ever since I started working with Salesforce, Trailhead has been my go-to place for learning new things and understanding key ideas about how Salesforce works. As a result, when our Head of IT asked if I could come up with a training solution for our employees, my first thought was to use Trailhead. My initial … Continue reading Using Trailhead to train your employees
Using Process Builder for Cross-Object field update
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
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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