Our Favorite Things this Week: 6/8/2018

Salesforce Pathfinder I mentioned a few months ago that Salesforce was investing heavily in the community around its Indianapolis tower and the new Pathfinder program looks like it will be the flag-bearer for those contributions. Pathfinders will receive 4 months of training from Salesforce, supplemented with soft skills training from Deloitte, with the latter committing READ MORE

Our Favorite Things this Week: 5/11/2018

Summer ’18 Release in a Box ‘In a Box’ has been a gift to User Group Leaders for the last few years – the Salesforce team puts together great content for us to deliver to our user groups, greatly reducing some of the burden of planning meaningful monthly events for our groups. I am thrilled READ MORE

A Journeyman Finds a New Trail

The Ohana is full of amazing stories of people changing their lives, helping others, overcoming adversity, and showing that hard work, a good heart, and a goal can beat just about anything thrown our way.  We want to share some of those amazing stories to encourage those starting their own journeys and demonstrate the real READ MORE

Our Favorite Things this Week: 5/4/2018

I woke up this morning with a headache, a 3 year old sitting on my back saying ‘I wanna watch garbage trucks on ewetube’ repeatedly, and as I reach for my phone to check the time, I see a message from my wife (she leaves early) that says ‘hey, call me, its important.’ I call my READ MORE

Lightning Layout Tricks: Record Detail Tabs

Recently I’ve been working with some fun ways to use the Lightning Page designer & various Lightning component to create better end user experiences.  I recently shared how to use Conditional Record Detail Components and I’ll be posting a few more over the days to come. I hope the community will share some of your super READ MORE

Filter by Current User in Salesforce

Many admins would like to create reports and list views that filter automatically for the current user or a manager’s direct reports.  Without knowing another method, I have seen users create one report per user, per manager, etc. to satisfy this business requirement. This seems like it really should be a standard feature in Salesforce, READ MORE

Updating Contacts through Email Sends

This was an interesting problem I came upon in the answer community – a user was attempting to update a contact after sending an email but was not having any success.  Through a few iterations, we found that when using Enhanced Email, while an EmailMessage record and Task record are created, a workflow or process READ MORE