Log an Email Sent to the Activity History
JenWLee shows us how to log an Email Sent to the Activity History #salesforceadmns #salesforce
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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…
Updated Who Sees What Videos
The popular “Who Sees What” Video series has been updated for Lightning. #salesforce
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
The Missing Salesforce Features
It’s great to see many new features with every new Salesforce release, and I enjoy the challenge of the treasure hunt – finding them before the official release notes are published. However, one of the major sources of great ideas for new or improved features is the Salesforce Idea Exchange. Steve Molis (Steve Mo) is…
Salesforce Admin responsibilities
What to do when As an awesome #Salesforce Administrator, what regular tasks do you need to perform and when? This great article from CIO Magazine (updated link) will help you schedule the tasks you need to be doing to keep your org in tip-top condition. #salesforceadmns
Salesforce Security Analogy
Salesforce Security Analogy: Having trouble understanding Salesforce security? You are not alone. Justin Dux recently posted this on LinkedIn and I added a bit more to it. He originally got it from a Salesforce Instructor. Here is the detailed Salesforce Security Analogy: User Access You have a visitor pass that allows you entry to the…
