Ah, sales folks. They absolutely love CRM! They completely recognize how much power Salesforce has to change their lives…from ease of opportunity management, to live and in-real-time ability for other business stakeholders to self-service any questions that they have about their book of business, to mobile ease of access. Oh, I could go on, but READ MORE
Month: January 2018
Salesforce Was Dropped in My Lap – Now What?
In 2011, Salesforce was dropped in my lap, right in time for Valentine’s Day. I’d returned from maternity leave and was now committed to working with a project team to birth the implementation of Service Cloud. Maybe it was cupid’s arrows or the mom hormones, but I couldn’t help but fall in love with the READ MORE
So SteveMo Followed Me: An Impostor Story
Individuals with the Impostor Phenomenon experience intense feelings that their achievements are undeserved and worry that they are likely to be exposed as a fraud. – International Journal of Behavioral Science Copyright 2011, Vol. 6, No.1, 73-92 Outwardly people describe me as bold, confident, outgoing – typical Type A stuff, but since moving to the Salesforce READ MORE
Making the Most of Matrix
Are you mystified by matrix reports? Not sure when to use them? As I was learning Salesforce reporting, summary and tabular reports were pretty self explanatory. However matrix reports were a bit of a mystery. I struggled to relate my knowledge of matrices to the data I had at my fingertips in Salesforce. That was READ MORE
Build Approval Processes like a Maverick
You feel the admin need. The need for approval process speed. You’ve setup an approval process that will lead to high fives, fist bumps, and secret handshakes from your users once activated. After all, your Salesforce users need to be able to fire when they’re goddamn good and ready. There’s no time for paper, signatures, READ MORE
OWDs, FLS… WTF?: Terms I Wish I Knew Sooner
As an Accidental Admin one of the most frustrating things in the beginning is learning the new language of Salesforce. OWDs, FLS… WTF? Every time I needed to do something I would turn to Google to find assistance but with each article would come another word or acronym I didn’t know. I had to look READ MORE
My Computer Coded: How I Learned to Make a Case for New Tech
My computer had crashed for the 8th time for the day and I was just about ready to lose it. Was it really too much to ask to be able to run the handful of programs I had open without it crashing once an hour? A few days later I was switching a license from READ MORE