Like my fellow Accidental Admin, Kenny, I made the leap from admin to consultant in November. Five months in and I can relate to the feelings he had at his six-month update (shared just before I deployed my personal change set). Perhaps unlike Kenny, I dove in head-first to a new-to-me company and my first READ MORE
Month: March 2019
I built a flow… now what?
I love flows. Really I do. In case there was any question, I’m declaring it officially. Some times its a love-hate relationship, but at the end of the day, I like to figure out what are the limits to what I can do with it. But its all well and good to build a flow. READ MORE
2019 Haiku Contest Winners!
Once again we were thrilled to see so many join the Haiku & Salesforce fun, thanks for participating and helping us to celebrate NaHaiWriMo (National Haiku Writing Month). This years contest inspired lots of fun & creative responses; including an unexpected discussion of what entails proper haiku form (looking at you Rachel). Thanks again and now….onto READ MORE
Next Step History
The Next Steps field on Opportunities is one of the more popular fields amongst Sales Leadership. It provides a quick description of what is up next for each deal in the pipeline but a major limitation is that updating the field overwrites the previous value. While you could use field history tracking to track changes, READ MORE