The problem: "Can't see the wood for the trees". That's a favourite saying of mine. Reports in Salesforce are a great example of this; how often have you looked for a specific report but there were so many you couldn't find it? I'm sure you're a lovely Admin and you've trained your users to create … Continue reading Identify unused reports by creating a ‘report on reports’
The problem: In my last post I discussed the importance of identifying your data quality so you can plan how to tackle it. After reading that post someone asked me if I could combine my data quality score with a declarative progress bar instead of stars. The answer is YES and I'd love to show … Continue reading Create A Data Quality Progress Bar 🔋
The problem: Bad data plagues us all. In all seriousness, if you don't have bad data then we need to talk so you can tell me your secrets... Poor data quality has many consequences, here are just a few: ❌ Poor user adoption ❌ Lack of executive buy in ❌ Unreliable reports and dashboards ❌ Slower on-boarding of … Continue reading Lead Scoring by Data Quality ⭐⭐⭐⭐
The Problem: Wouldn't it be great if you could easily see the date of your last won opportunity directly on the account record page, instead of sifting through your opportunities? Even better, if you could identify an account as a current or past customer at a glance. I don't know about your business, but in … Continue reading MAX your roll-ups! Are you keeping an eye on your lapsed customers? 👀 📆
The Problem: I recently wanted to date stamp when an account became a customer. For my purposes this date was the 'Close Date' of the very first won opportunity. My first instinct was to reach for Process Builder (I love it!), but I had a niggling feeling I was over-complicating things and there was a … Continue reading MIN for the win! Date stamp when an account became a customer 📆
The problem Let's start with a little story... Winn Ing - EMEA Sales Team Member "In the past 12 months I sold some widgets to ABC Technology. The sale went well and I'm pretty sure they like me 😃 I venture that I could probably sell them some more widgets. I get on the phone, … Continue reading 🚩Warning! Unhappy customer ahead…🚩
The problem GDPR + users that don't check contact preferences, does not a happy prospect make (and could have some pretty serious consequences). Salesforce natively provide us with the standard fields 'Do Not Call' and 'Email Opt Out' but if your org is anything like mine, these fields tend to end up at the bottom … Continue reading Contact preferences your users can’t ignore!
The problem When a customer gets in touch with an issue, the first thing your service department do is view the account record to check the SLA. The SLA information is right down the bottom of the page so users are asking for a quicker way to identify VIP customers, in this case, those with … Continue reading Highlight your VIP customers based on SLA
The problem Recently, there has been a lot of interest in Salesforce from your senior management team. This is great news; executive buy-in can be a fantastic catalyst for increased user activity and adoption! The downside is they've also realised the power of having data at their fingertips and they want to record lots more … Continue reading Tabs, glorious tabs!
I've got a real passion for creating the best user interface possible using declarative methods. I'm also a big fan of highlighting little know functionality, so I combined these two topics to create a session titled "Use lightning quick actions to create powerful page layouts your users will love". I was lucky enough to be … Continue reading Use lightning quick actions to create powerful page layouts your users will love!