The purpose of this eBook is to share lessons learned and recommendations for best practices as you move forward with your implementation. These recommendations are not intended to be Salesforce specific, but are rather globally applicable recommendations for the implementation of any new technology tool.
Each Salesforce organization is housed at one of Salesforce’s data centers. Salesforce calls these groupings of clients instances and it is a good practice as a system administrator to be aware of which instance your organization is on.
Change can be hard. When we work with clients to implement Salesforce, there is often a system we’re replacing. Clients are used to that old system. We sometimes hear, “But we’ve always done it this way!” So how can you make sure that this change to a new system (Salesforce) sticks? This post includes some tips.
It does not matter if you are small or big or if you are moving to the cloud to manage your donors, volunteers, dogs, cats, or trees: there are some things that you should keep in mind. Here are my top ten (and a bonus one at the end).
The Apex Data Loader is one of my stand-by’s. It’s a solid, no-frills workhorse that’s really good at the “E” and the “L” (exporting and importing). Check out this post to learn why.
There are times, in the life of a database administrator, when you just have to go back to good ol’ Excel. Here are some Excel tricks.
Common Ground users have recently learned that Blackbouad will be retired. Read more to learn about what will actually happen and what should you do.