Salesforce Naming Conventions (+ How to Enforce Them)
The great thing about Salesforce is that it’s so easy to create. When you get started as a Salesforce Admin, one of the first skills you learn is how...
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Inheriting a Salesforce Org: What’s Next?
Salesforce was founded in 1999 – that was a long time ago. A lot of Salesforce Admins were still children in 1999, myself included. This means there are orgs...
Global Picklists in Salesforce: Explained
I frequently come across features in Salesforce that are easy to implement and provide good data quality, but are seldom used by new admins. Global Picklist is one of...
11 Excel Tips Every Salesforce Admin Needs
Being a Salesforce Admin means you have to be highly knowledgeable about Salesforce, but most people don’t realize there are other skills required to be a successful Admin –...
Salesforce Workbench: 6 Ways to Use Workbench in Salesforce
Salesforce Workbench is a free, web-based tool that can be used for data management activities such as bulk record updates, mass creation, and mass deletion. If you’ve ever used...
How to Build an Approval Process in Salesforce
The Approval Process is probably one of my all-time favorite features of Salesforce – the possibilities of what you can do with it are almost endless. Any time a...
Use Your Zoom Background to Showcase Your Salesforce Certs!
In the current world of remote work, you no longer just have to worry about what you look like, but also what your background looks like. Moving any mess...
Tracking Salesforce Changes: The One Custom Object Every Org Must Have
When stepping in to a new org, we’re often missing the most critical piece of the puzzle: context. Have you ever stepped into a new org, and thought, “What...
