Category: Salesforce Admins
This menu is for for salesforce administrators which would have tips and articles for decisions, actionable insights and prevent problems
4 Points to Consider for a Rollback Plan Ensuring a Stress-Free Org Merger
Merging Salesforce org is a common occurrence in the world of Salesforce administration. However, as with any major change, it’s essential to have a plan…
How to prevent duplicate company information proactively using Salesforce
If you are a higher ed institution working with organizations and students, one of the common challenges is keeping your org clean of duplicates. With…
How to architect Salesforce solutions using the well-architected framework with a toolkit for security-based needs
If you are using field service lightning or plan to implement field service lightning in a brand new org, there is always a question of…
How to Listen Actively but not too Literally to Determine the Right Salesforce Solution
We all want to be responsive to our stakeholders, including addressing requests and solving problems, but it’s critical that we understand the root cause and…
How to Leverage Microstories for requirements and drive adoption in Salesforce for BA
Business Analysts are storytelling machines! Storytelling is actually built into the BA skillset, whether it is User Stories, Personas, or Requirements. But it can be…
Elevating Your Salesforce Admin Career in the new year as a proactive Admin: Setting Goals, Habits, and Tools for Success – part 1
As a Salesforce admin who has been working in salesforce for a while or just started your career recently, every new year brings the hope…
How to notify sales teams proactively on renewal deals for technology companies with Salesforce
If you are working for a technology company selling Saas offerings and have a lot of opportunities for renewals, and extensions, the challenge of notifying…
How to plan your sessions for Salesforce connections 2022 as a Marketer and get the best out of it.
If you are a marketer planning to attend the Salesforce connections event in June 2022, there is growing stress of so many sessions, travel, schedule…
Developers are from Mars!! Admins are from Venus!! How to write requirements/Stories for happy developers and Admins !!
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…
How to decide on an Org Strategy for companies that are in the middle of a Merger and Acquisition – Part1
If you are an organization that has recently acquired 2 or 3 companies or is in the middle of a merger and acquisition, one of…
