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
Posts by Kenny Barry
Admin like a Consultant
It’s been six months since I made the leap from admin to consultant. Though I’ve been absent from the Accidental Admins, I haven’t forgotten my admin roots. I often long for the days when I had a closer connection to my users, better familiarity with the business, and saw the longer-term impact of my changes. READ MORE
5 Tips to Level Up Your Validation Rules
Validation rules are an extremely powerful tool to improve data quality and enforce business rules. Validation rules verify that data entered in a record meets the criteria you specify before the record can be saved. With great power comes great responsibility, however. Even in small doses, poorly executed validation rules can include side effects such READ MORE
Change Set: Admin to Consultant
I’ve been absent from blogging for a while, but not without reason. I just started two life-changing moves: one from Pittsburgh to San Diego and another from admin to consultant. Pittsburgh will always have a fond place in my heart, but it’s hard not to be stoked about San Diego. I traded snow for sunshine, READ MORE
Trust but Verify
There are no mistakes in life, only lessons. – Robin Sharma Have you ever come up with a Salesforce solution so genius that it solved a problem that didn’t even exist? I did when our org converted most of our users from Salesforce Licenses to Platform Starter Licenses. Though the licensing savings are real, the READ MORE
Our Favorite Things this Week: 2/16/18
1. Time Functions (Beta) If you’re like me, reading through over 500 pages of release notes is about as fun as resetting a user’s password for like the third time this week, STEVE. That’s why I loved Ekaterina Geta’s Salesforce blog post about the Spring ’18 beta functions that she uncovered just by digging around 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