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…
What does it really mean to move from being an Admin to a Consultant and what things do you need to think about when implementing a CRM? This week's guest post comes from Golden Hoodie winner Heather Black. Founder of Salesforce training company Supermums.org, Heather talks us through how she sees the change of mindset … Continue reading From Admin To Consultant: How To Develop Salesforce Consultancy Skills
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!
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.
It's that time of year again and Salesforce MVP nominations are open until 23rd December 2019. If you haven't already, I sincerely recommend you nominate those in the Salesforce community that have supported and inspired you. MVP nominations are your opportunity to recognise and thank those that have gone out of their way to consistently help … Continue reading MVP Nominations – Recognise Your Community Leaders
I can't believe it's already the 1 year anniversary of The Everyday Admin! I set up the website on October 24th 2018 and published my very first post "An inaugural event and a debut speaker…InspireEast 2018" on October 26th 2018. I'd never set up a website before, never used WordPress, never written a blog post. … Continue reading It’s my birthday! The Everyday Admin turns 1…
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
“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
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 🌍
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?