Admin Commandment #5: An Awesome Admin should always… be ready for the next release!

And so we continue… What’s the next item on our awesome admin checklist? Salesforce pushes out new releases three times a year, yes that’s correct a new release drops in our laps not once, but three times each year. These upgrades arrive in the form of the Spring, Summer and Winter releases. Now, since the Read more about Admin Commandment #5: An Awesome Admin should always… be ready for the next release![…]

Admin Commandment #3 – An Awesome Admin should always… backup their org’s data. Because Salesforce is (in some ways) no different to any other system you own!

It’s time for Admin Commandment #3 and this time we move towards perhaps the most overlooked subject in the entire salesforce universe: backups. Or, more importantly, the lack of backups. If we asked a room of admins who backs up their org’s data regularly, we can bet not all admins would raise their hand and Read more about Admin Commandment #3 – An Awesome Admin should always… backup their org’s data. Because Salesforce is (in some ways) no different to any other system you own![…]

Admin Commandment #2 – An Awesome Admin should always… use the sandbox for making changes (with a few exceptions!)

Here we go with our second Admin Commandment – an Awesome Admin should always use the sandbox, where available, for making and testing changes. Hopefully an obvious one, but you’d be surprised how tempting it is to go straight into production with something you might think is a ‘simple’ change. Luckily for us Salesforce have Read more about Admin Commandment #2 – An Awesome Admin should always… use the sandbox for making changes (with a few exceptions!)[…]

Admin Commandment #1 – An Awesome Admin should always… complete the description and help text fields!

We have been thinking about this one for some time and after bringing a dose of commandments to Release Readiness, we feel it’s time to turn our attention to you Awesome Admins. Over the next 10 weeks we’ll be taking you through the Admin 10 Commandments, dealing with them one at a time. What is Read more about Admin Commandment #1 – An Awesome Admin should always… complete the description and help text fields![…]

Keep calm, grab some hot cocoa and embrace Winter ‘16

So you’ve met the new Salesforce and you could be forgiven for thinking that the upcoming Winter ‘16 release is only about Lightning, but keep calm, this is not another Lightning blog! So if you are looking for the main Winter ‘16 features which are not part of the new Lightning Experience you should be Read more about Keep calm, grab some hot cocoa and embrace Winter ‘16[…]

Summer 15 Preview: Mummy, please can I have an Ice cream?

You know it’s the start of summer when you hear that all too familiar sound of your local ice cream van ringing out, or in the case of Salesforce another set of release notes have been previewed providing the first glimpse into what we can expect from the next release. Here we’ll give an overview Read more about Summer 15 Preview: Mummy, please can I have an Ice cream?[…]

Hands on Video: Closed Loop Marketing with Flow Part 1

Welcome to another Salesforce Weekly hands on tutorial. This time we’re using flow to help us improve our Closed Loop Marketing activities. Background: Lead Management is a simple journey which starts with the creation of the Lead record. Various Marketing Activities are performed to warmed the Lead up. Once the Lead is Qualified the Lead Read more about Hands on Video: Closed Loop Marketing with Flow Part 1[…]

Hands On Video: Introduction to Process Builder

We thought we would Unofficially kick off the Lightning Developer Week with our first video post covering the new Lightning Process Builder. A Lightning Overview of Process Builder With Process Builder you can easily automate complex business processes with point-and-click tools. Automatically update or create new records, emails, and tasks or submit approval requests in a few Read more about Hands On Video: Introduction to Process Builder[…]

How To: Create Roll Up Summaries using Flow – Part 2

As promised and continuing on from my previous post on Creating Roll Up Summaries using Flow, I want to offer up one solution for recalculating Project Total Time on Delete of Time Entry records. Remember the last time? We showed how to use creations and edits of Time Entry records to calculate a rolled-up Total Time, Read more about How To: Create Roll Up Summaries using Flow – Part 2[…]

How To: Create Roll Up Summaries using Flow – Part 1

Roll Up Summary fields are one of the most useful custom field types in Salesforce, but not when your object model is based on lookup relationships. You see this magic only works on objects which are related as master-detail. So what are your options here? Install an app such as Rollup Helper from the AppExchange or Read more about How To: Create Roll Up Summaries using Flow – Part 1[…]