I love GiveCamp. Even as I’m in the midst of seriously packed schedule, closing on a new home, getting ready to list our current residence, and treading water to make it all work, GiveCamp is always one of my favorite events of the the year. In two weeks, we’ll gather some of the best talent READ MORE
Month: September 2019
Record Lock Validation
One of the most overlooked configurations I see in orgs is leaving records open to edits that should be locked. For example, sales or support processes can drag on indefinitely if closed cases or opportunities remain editable. Closed records should be closed. Like Chick-fil-A-on-a-Sunday closed. Locking records does not need to be complicated. You don’t need READ MORE