Month: September 2020
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…
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.