Do You Know How to ERD?
First, let’s break down that scary little acronym: ERD = Entity Relationship Diagram. Still sound too techy? How about this: An Entity Relationship Diagram (ERD)
SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE.
First, let’s break down that scary little acronym: ERD = Entity Relationship Diagram. Still sound too techy? How about this: An Entity Relationship Diagram (ERD)
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.
I had the pleasure of attending Tahoe Dreamin’ – a Sacramento User Group sponsored event that took place at Lake Tahoe. This event was a jammed packed day of networking, educational sessions and a solid vendor expo.
“So what does that mean that your company is virtual? Is your paycheck virtual too?” Those were the first questions my dad asked me when I told him I was applying to work at Cloud For Good. After assuring him the paycheck would be very real, I started to explain to him the wonders of the cloud and the idea that working from home is not some passing trend.
Start with a budget! With Salesforce, a lot of functionality is available right “out of the box” for the base price. There are some things, like automation and integration, that potentially add line items (and thus, dollars) to the budget – you’ll need to decide whether you can afford those items up front, or whether you can continue some processes manually while you allocate budget to add those on later. Or, you might prioritize some apps, and decide you don’t really need the others at all.
While we configure Salesforce to be easy to maintain, it does still need someone to look after it. When a new user needs to be onboarded, when existing users have questions, when business process change and need to be reflected in the database, or when something breaks, it’s very helpful for an organization to have a designated go-to person (a Salesforce Guru) to help adapt to the new condition. This post contains expert tips on hiring a Salesforce administrator.
In honor of #NoCodeNovember, the Cloud for Good team has compiled a list of 11 features in Salesforce that require NO code! Check out this post to see if your favorite feature made the list.
On November 18. 2015, the Salesforce World Tour is going to New York and Cloud for Good will be there! We’re presenting in the Admin Zone and hosting a happy hour after the event. Come out and see us!
When configuring your Salesforce org, it is important to present your data in a manner that makes it easy for your users to access and interpret. If you hide a required field at the bottom of a page layout many of your users are going to become frustrated. I have seen many organizations spend countless hours and much effort configuring page layouts so information is presented in a logical, legible format. But you have to push forward! There are a number of other places where you should spend time configuring Salesforce to improve your users’ experience. Showing key information to your users when and where they need to see it will not only make things easier, but will improve data integrity as you provide the information they need to select the appropriate records.
Rollup summaries are great things to have in your admin toolkit. With a rollup summary, you can summarize information about child records on a parent record when those records are in a master-detail relationship.
