How Admins Can Mass Move Reports and Dashboards

Spoiler alert: we're heading back to Classic to mass move reports and dashboards using drag and drop functionality. Do I really want to be encouraging you back to Classic as an advocate and champion for Lightning?! Not really, but needs must. Last week I needed to move some reports and dashboards fast and I'd forgotten … Continue reading How Admins Can Mass Move Reports and Dashboards

Automatic Updates on the Report Preview – On or Off?

Sometimes I realise I'm really no different to my users - I hate change! Let me be more specific, I hate change I don't control, or that takes my by surprise. This can make release time a bit stressful. As well as large enhancements that get a lot of publicity, Salesforce include a lot of … Continue reading Automatic Updates on the Report Preview – On or Off?

Why you MUST make users subscribe to reports for themselves and stop subscribing on their behalf.

I went to subscribe to a report this week and couldn't; I'd reached the maximum limit for report subscriptions! How, I asked myself, was this possible? I hardly ever subscribe to reports...I can't have reached the limit (which is 5 FYI). First things first, how do you find out which reports you are subscribed to? … Continue reading Why you MUST make users subscribe to reports for themselves and stop subscribing on their behalf.

Heading to Salesforce World Tour? Find and follow Trailblazers using Twitter QR codes!

In my last post about using LinkedIn QR codes, I finished with a question: "Does anyone know if something like this exists for Twitter?!" As anticipated, the amazing community came through, so many thanks to Tomasz Lipski for confirming that this does exist! The Salesforce community is mad about Twitter and it's our main social … Continue reading Heading to Salesforce World Tour? Find and follow Trailblazers using Twitter QR codes!

Heading to Salesforce World Tour? Make lasting connections easily using LinkedIn QR codes.

I know, I know...this is a Salesforce Admin blog so why am I writing about LinkedIn? I picked up this nifty little trick courtesy of Andrea Carvalho (aka @2ManyHockeys) at Dreamforce, and I think it's super useful for everyone heading to Salesforce events, looking to connect with their peers. What is it? "The LinkedIn QR … Continue reading Heading to Salesforce World Tour? Make lasting connections easily using LinkedIn QR codes.

Back to Classic part 2: Activities Related Lists View

Activities Related Lists - another feature to please the Classic diehards among us...(check out my post on Lightning "full view" here if you're interested in turning Lightning into Classic 2.0). In the Summer '19 release, we were granted the ability to select the default Activity view, choosing from the Lightning only expandable activity timeline or … Continue reading Back to Classic part 2: Activities Related Lists View

Admins – You Can Integrate Too

“System Integration” - words so scary that most admins immediately start looking for developers, architects and/or anyone brave enough to provide guidance. I was no different when I started out as a junior admin/consultant. However, with time and experience, my outlook changed and I was able to breakdown an integration request into decision points that … Continue reading Admins – You Can Integrate Too

Trailblazer Community Emails: Declutter & Take Back Control!

The Everyday Admin is pleased to present a joint effort from Paul Ginsberg and Chris Emmett on how you can declutter your inbox and gain control over your Trailblazer Community emails! Without further ado, on to the main event... The Problem: This week we are stepping away from the trendy kids, to talk about email. It’s … Continue reading Trailblazer Community Emails: Declutter & Take Back Control!

Time saving tips: Back to Classic…? (A Summer 19′ release highlight)

Personally, one of my favourite features in Lightning, is the ability to use tabs and components to display related lists. Not only does it make the related list more visible, it also shortens and simplifies the page layout when compared to Classic. However, I appreciate that transitioning to a new interface can be tough, and … Continue reading Time saving tips: Back to Classic…? (A Summer 19′ release highlight)

Time saving tips: Keep calm and switch (a Summer 19′ release highlight)

What does Will Smith have to do with the Salesforce Summer 19' release? Well nothing really; I just wondered how many other people think of his 2005 hit song when they hear the word "switch"??? Just me? Better get on with the time saving tip then. As of the Summer 19' release, you can now … Continue reading Time saving tips: Keep calm and switch (a Summer 19′ release highlight)