Recent Posts

Enable your Prospective students to complete checklists on time with their applications and make your admission teams smile using Salesforce

If you are in Higher education and have application checklists and do not have a marketing automation tool like marketing cloud , my post provides…

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4 New features for free Higher Ed should use right away which will make your admissions, Student success teams jump with Joy in Winter 21

If you are a higher ed user using Salesforce, one of the heavily cluttered pages is your application, program, and custom objects pages. All these…

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3 New features for free Manufacturers should use right away which will make your Sales and Service team jump with Joy in Winter 21

If you are a manufacturer using Salesforce, one of the heavily cluttered pages is your samples, inquiry, and custom objects pages. All these custom objects…

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My Session on Top 5 new things you can write in your Agile stories which will make your developers jump with joy(Really!!) on Custom development in Salesforce

If you are an admin or business analyst working in Scrum teams, you always struggle with stories getting delayed on custom development, too many questions…

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Interview of a Trailblazer (Jenn Kleinfield) with best practices on implementing Einstein Vision

Could you tell me how you got started in your IT career and ended up in your current role?   I have always had an…

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Actions & Recommendations: Salesforce’s best kept secret (Part 1)

There’s a little known but really cool feature built-in to Salesforce, that you can use to guide your users through a series of steps, all…

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Flows: Insert the Right Actions at the Right Time (Part 2)

As an admin, there have been times when I really wanted to prompt my users to do a certain task, but only when certain criteria…

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Where to start on clean up and how to do get approval for clean up in your sfdc org

If you are a sfdc admin or person responsible for managing your salesforce instance, you always worry about org clean up. Now the reason to…

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Spring 19 new features for Higher Ed (Lightning) which would help you do more, save time and generate more insight

If you are in higher education and using Lightning here are some features which would help you to do more with your current org, save…

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Best Strategies on restricting contracts and still exposing global access to accounts in Salesforce

If you are a salesforce admin, we are all aware of the dreaded problem of accounts and contracts in one setting under Org Wide defaults which cause havoc in our life. Now, why is this a big deal?? If you have sales teams or all users who need access to all your accounts and your Sales ops teams need access to modify contracts only to prevent any major issues, it is really not possible to do this with point and click in Salesforce.

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