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.

Help! I can’t change the currency on my opportunity…

Fun story, I recently spent an entire weekend rolling out A LOT of changes. I'm a solo Admin so I do everything, and if something goes wrong with development, it's my fault. A few days post roll-out, a user contacts me, saying they can no longer change the currency on their opportunity. Since they were … Continue reading Help! I can’t change the currency on my opportunity…

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

Get that “360 view” from any Salesforce object 🌍

The Problem: Here’s the problem with related lists: they're a list of records that are directly related to the record you are viewing. For example, when you look at a Contact record, you can see all of the Opportunities and Cases for that Contact at a glance.  But what happens when someone is viewing or … Continue reading Get that “360 view” from any Salesforce object 🌍

Summer 19′ new feature alert! Have you combined Flow & custom notifications yet?

Flow: Send Custom Notification ActionSometimes the smallest new feature catches your eye, and you just want an excuse to use it. That was the situation I was in a few days ago when thinking about the new Custom Notification Builder.       My work Org is still Classic (shhh!), but I hone my Lightning skills … Continue reading Summer 19′ new feature alert! Have you combined Flow & custom notifications yet?

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!