Salesforce is constantly changing and improving. Sometimes it can feel overwhelming to try to be aware of everything going on. This post will explain some key ways to keep track of it all.
On March 9, 2017, Cloud for Good hosted a webinar covering the Nonprofit Success Pack with Lightning. This post offers resources to help your organization get started with Lightning.
As a Salesforce Admin, you have to be responsible for creating Salesforce data, maintaining that data and even extracting it so it can be analyzed and used by others. Over the years, there have been a number of Excel based tools that have been created to help Admins (and others) to perform these tasks. I often encounter Admins who don’t know any of these applications exist, so I thought it would be helpful to review the ones that I used.
Defining system requirements and grouping them into a usable format is often a daunting task, but is a key component to successful Salesforce implementation. Utilizing use cases to capture requirements and some best practices to outline requirements are discussed in this post. We want to make sure you get the most out of your Salesforce account!
I encourage everyone to take a certification exam. They are not only a stamp in your Salesforce passport, but they expose you to parts of Salesforce that you never even knew existed. They make you a better user, a better administrator, a better developer and, let’s face it, a better human being.
Roll-up summaries are a powerful tool within Salesforce to help you analyze your data without running a summary report. They can give you data specific to the contact or household you are viewing, providing a snapshot of related donations so you can get a sense of the donor’s engagement with your organization at a glance. Standard roll-up summary fields summarize all or some related records into a calculated field on a master object. The field can display a count, sum, maximum, or minimum value from the related records, operating on numeric, currency, or date fields. You can create roll-up summaries of Opportunities on Account records, or on any master object summarizing a field from its detail records.
Visual Flows are a powerful tool for any administrator on the Salesforce platform. With a drag and drop interface and a suite of possible actions, Visual Flows can let you level up in system automation without having to write a single line of code (and if you’re comfortable with a bit of Visualforce, you can take them even further). With the powers of Visual Flows and the new features that Salesforce rolled out in Winter ’15, there’s plenty of reasons to implement Visual Flows as part of your business processes. In this blog post, I’ll explore another way to extend your Visual Flows by using Custom Settings.
“Salesforce Instance” is one of those terms that many people assume they know – like what Wi-Fi stands for. Click here to know all about it.
A simple, streamlined process can improve data quality and reduce user frustration. Visual Flows are a powerful tool for streamlining and simplifying data entry. After you build and implement a flow, you only have to enter the data once– and the flow powers the rest of your business process. But, what if the data already exists somewhere in your Salesforce database? How can a Flow leverage the data that you already have to create or update other records? With a little bit of Visualforce, you can extend your flow into an even better tool for managing and maintaining your data.
Before assigning the System Administrator profile to a user, think carefully about the power and responsibility you are conveying on that user and try to right-size their access with a combination of a custom profile and permission sets. Remember “With great power comes great responsibility.”