So much time has passed and yet it feels like time has stood still. Its been a fog. Days of the same, punctuated by trying to remember which day my husband was in the office (he works in a hospital) and pagers going off (he’s also a first responder). I think I’ve logged like 100 READ MORE
Category: Tips & Tricks
Does it really have to be called a Custom Object?
Salesforce is weird. Okay, stick with me for a minute. Here is a platform that can be customized with clicks, no developer required. You can do a whole lot, in fact entire orgs can be designed and implemented without a single bit of code. Take just about any other major software option out there. If READ MORE
Holiday Downtime? Admin Must Do’s
Oh, holiday weeks. These last two weeks of the year tend to go one of three ways – you’re off and enjoying much deserved paid time off, you’re hustling to meet end of year business goals (so busy you aren’t reading this post until 2020), or you’re “forced” to work because you spend all your PTO READ MORE
Do Not Push That Button
Have you ever hit a point in a project where you have wanted to get rid of one or more buttons from the page layout but only when a certain circumstance happens? We kept having users clicking buttons that when they should not have been. Clearly training was not going to solve the problem for READ MORE
Favorite Flow Function
I am all about screen flows but sometimes its even better to be able to avoid using screens. The day before Dreamforce I am sitting in my hotel room, having flown out a day early to be available for a project, with a new puzzle in front of me. We needed some data to “default” READ MORE
Transforming #AccidentalAdmin Problems Into Solutions
Karmel James and Kate Lessard are on a journey to transform the problems we face as Accidental Admins into solutions to help each and every Accidental feel empowered along their journey. Their hope is to provide a guide that includes gems we all wish we would have learned earlier. During their roundtable session at WITness READ MORE
Lightning Layout Tricks: Quick Action Hack
Quick Actions are a powerful tool that allow users to quickly create records with the click of a button, prefilling values from the current record. However, in some instances, the object you wish to create does not appear in the ‘Target Object’ menu. In the example here, I want to create a new ‘Dependency’ record READ MORE
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
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
Finding Lost Variables
I have spent the last few weeks buried by a crazy flow. This flow does everything but make you lunch sadly. Would have been really helpful if it did when I was on my 15th time through it in debug mode trying to figure out why it wasn’t behaving as expected. For days I struggled READ MORE