Big Deal Alerts aren't just something you need to know about to pass the Admin exam...they provide an easy automation option to alert key users about important deals ensuring nothing gets missed!
If you've not set up Einstein Opportunity Scoring yet what are you waiting for?! I was sent a link to a super new video explaining the who, what and why of Einstein Opportunity Scoring which I'm sharing with permission from Salesforce. Link: https://salesforce.vidyard.com/watch/r9X3fAT2Z5wRxJQ4p2cytc You can also read all about this fantastic free new feature on … Continue reading Unsure if Einstein Opportunity Scoring is for you? Check out this new video!
First things first, to understand what Einstein Opportunity Scoring is and to find out if you're eligible, check out this post on Salesforce Ben: What Is Salesforce Einstein Opportunity Scoring? Overview & Deep Dive Tutorial Read it? Great stuff, let's move on. I am loving Einstein Opportunity Scoring and the reception from my users has … Continue reading How can I improve my Einstein Opportunity Score?
In hindsight that heading was a bit dramatic...but now I have your attention, have you heard your Salesforce certification maintenance will now only be required once per year?! As of the 15th April 2020, certifications that previously required three maintenance exams per year will only require one. When your certification maintenance is required will depend … Continue reading Have you heard the news? Major changes to Salesforce certification maintenance…
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?
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.
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…
“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