Tag: Tips

Your Complete Guide to Salesforce List Views in Lightning

Salesforce list views are a powerful reporting tool for you and your users. Create a set of standard list views to avoid repeat requests, or empower your users by teaching them to create bespoke list views, so they can grab and segment data at a moment’s notice. At first glance, list views in Lightning are … Continue reading Your Complete Guide to Salesforce List Views in Lightning →

How can I improve my Einstein Opportunity Score?

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? →

Have you heard the news? Major changes to Salesforce certification maintenance…

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… →

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. →

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… →

From Admin To Consultant: How To Develop Salesforce Consultancy Skills

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 →

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! →