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

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