SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE.
None of us likes to limit our choices if we don’t have to, so on its surface Salesforce’s multi-select picklist (MSP) seems like a great field type. Users can select multiple options while you can still enjoy the standardization that picklists bring, right? In my rookie Salesforce administrator days, I thought MSPs were awesome. Then my nightmares began.
So how do you go about identifying fields that are underutilized? The folks at Qandor developed a great app called Field Trip that is perfect for the job. And even better, it is free!
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.
Are you sometimes confused about where to go to get the answers you need in using Salesforce at your nonprofit? As you may have discovered there are many resources available for Salesforce users including the Answers community on Salesforce, LinkedIn groups, Google groups and more but wouldn’t it be nice to have a central repository for resources related to using Salesforce in the nonprofit and education space? Well the Salesforce Foundation thought so too and they have been hard at work creating the Power of US Hub, a new online user community built on the new Salesforce Communities. The Foundation describes the Hub as “a robust online community where members can share ideas, get support, and collaborate.”
Is your system full of duplicates? Duplicate records can frustrate users, throw off reporting accuracy and in general cause havoc in your Salesforce ecosystem. In this post I am going to talk about a couple of tools available to prevent duplicates from coming into your system in the first place.
