Choosing the best MailChimp connector for Salesforce
Compare 5 ways to connect MailChimp to Salesforce #salesforce #mailchimp
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An Adventure to Camp Trailhead
Salesforce mascots Astro, Codey, and Ruth headed off to Camp Trailhead to have a weekend away. They had just attended three crazy days of Dreamforce, performed with the Foo Fighters, had selfies taken with all sorts of friendly strangers and walked a mile in bare feet. It was time for some downtime! Like every good…
OrgKit review
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Answers to the Salesforce Administrator interview questions
Answers to the Salesforce Administrator interview questions – If you read my previous post then you have had time to consider the questions and prepare your answers. See if you came up with the same responses as I did to these sample interview questions. Note: Not all the questions are technical, this is because we…
A Free Merge Tool
So who doesn’t want a free merge tool for Salesforce? Yep 100% free, no strings attached. Cloud Answers have a tool that allows you to merge records just like we did with classic (but in Lightning)! Get it here: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EcyysUAB Manual Merge In this Free Merge Tool, The Manual Merge function is just like the…
Reduce Salesforce report errors by end users
Don’t you just hate it when a user comes along after spending hours on a report and they still can’t get it right and you find they used the wrong report type and have to start all over again? We can prevent that problem with a few clicks. Restrict Report Types #salesforceadmns #salesforce
Add descriptions to Salesforce Fields
Add descriptions to Salesforce Fields – it’s not just best practice but also helps get you ready for Generative AI. These descriptions are critical as the prompt builders use them to understand the field usage. See here for more detail about how these descriptions are used (Elements Cloud). Summary: Create a new report type using…
