Category: Salesforce Admins
This menu is for for salesforce administrators which would have tips and articles for decisions, actionable insights and prevent problems
Comparison of Lightning reports vs Classic which provides more insights and life easy
If you are a salesforce admin or user looking at lightning and thinking of how better the reports and dashboards would be better, this post…
Steve Mo Tip-Display opportunity totals for your global account(top most parent account)
If you are a sfdc admin and use parent accounts with more than one level, one of the problems of the standard parent account report…
Steve Mo- Dynamic Year to date and Month to date opportunity comparison report
If you are a SFDC Admin and wondered about how to create a Year to Date or Month to Date comparison report using Salesforce, this…
Top 5 things to do after running a lightning readiness check during lightning upgrade.
If you are in the process of upgrading to lightning, this post will help you plan what to do after running the readiness report. Focus…
Save money on integration licenses in salesforce for your external applications
As a salesforce admin , one of the challenges is deciding between an individual license or a shared license for your external applications which are…
How to start the habit of giving and one tip to make your birthday’s more memorable for you
For everybody including myself, we always have this one question. How can I give a little bit more to others and when to start? With…
Becoming a Salesforce Consultant
If you are a Salesforce admin or developer, there is always a decision you face after some years in your career. Should I join a…
Checklist for refreshing a sandbox from your production org in Salesforce
If you are a sfdc admin or developer, sandbox refreshes are a normal part of your life. The question is what are things needed to…
How do you flag a lead who is already an existing customer automatically on creation or update of lead in SFDC
If you are a salesforce admin , it is always painful when you have no way of detecting your customers automatically when they are interested…
Spring 17 features for HigherEducation which saves time, increases capability and prevents problems
If you are a university using salesforce , the latest spring 17 release brings a bunch of features which would help your university a lot….
