Recent Posts
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…
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…
Top 5 things your developers look for in your agile stories to get their job done quickly 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…
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…
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…
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.
5 Tips for Scaling Your College or University’s Content Marketing Strategy
Launching an integrated, targeted marketing plan can present seemingly insurmountable content challenges for colleges and universities with small budgets and even smaller departments. Creating hundreds…
Summer 20 release features for Manufacturing which will help you do more, prevent problems and make decisions
If you are in Manufacturing using Salesforce, I have listed features in Summer 20 that would help you do more, prevent problems, and make decisions….
Summer 20 release features for Higher Ed which will help your admissions, marketing, advising and IT teams do more, prevent problems and make decisions
If you are in Higher Ed using Salesforce, I have listed features in Summer 20 that would help your admissions, marketing, IT teams do more,…
Optimize Your College and University Form Organization with Salesforce Knowledge Base
Efficiency is key to meeting the needs of your students, especially when it comes to helping them navigate complex processes like transfer evaluation and enrollment….
