Time saving tips: Keep calm and switch (a Summer 19′ release highlight)

What does Will Smith have to do with the Salesforce Summer 19' release? Well nothing really; I just wondered how many other people think of his 2005 hit song when they hear the word "switch"??? Just me? Better get on with the time saving tip then. As of the Summer 19' release, you can now … Continue reading Time saving tips: Keep calm and switch (a Summer 19′ release highlight)

Only using the standard price book? You can hide the option to ‘Add Price Book’!

Even if you only use the standard price book, the option to 'Add Price Book' will still appear as an option. This seems quite misleading and confusing for users; it's also a button that's not needed and in my book that makes it clutter. There's a fairly simple solution to this: the 'Add Price Book' … Continue reading Only using the standard price book? You can hide the option to ‘Add Price Book’!

It’s time to start letting go…how to hide the Classic report builder

A few weeks ago I realised it was time to hide the Classic report builder. For what I need in my current role, I can happily use the Lightning report builder and not feel that I'm missing any functionality. If I don't need the Classic report builder anymore then my users definitely don't! You might … Continue reading It’s time to start letting go…how to hide the Classic report builder

Dashboard date filters: the best feature you’re not using yet…

Whenever I get a request for a new dashboard I try to use dashboard filters where possible instead of over-filtering the underlying reports. The reason? It's easier to re-use or clone the reports and dashboard in future. I love dashboard filters and very often find myself filtering on picklists like Opportunity Stage or Account Type. … Continue reading Dashboard date filters: the best feature you’re not using yet…

Time saving tips: You can mass delete those unused reports…

Last week we looked at how you can identify unused reports....now that we've found them, what shall we do with them?! I'm going to show you how to mass delete them, but first, let's talk a bit about what you should do before wielding your mighty Admin powers. Users tend to get a bit upset … Continue reading Time saving tips: You can mass delete those unused reports…

Identify unused reports by creating a ‘report on reports’

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’

Create A Data Quality Progress Bar 🔋

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 🔋

Lead Scoring by Data Quality ⭐⭐⭐⭐

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 ⭐⭐⭐⭐

Time saving tips: There’s a search bar in the App Launcher 🤦‍♀️

I debated posting this time saving tip for fear of being laughed out of the Salesforce community...maybe this one is too obvious, maybe it's just me that missed it?! Then I read #WTHWednesday – The Accidentals’ Salesforce Fails (Take 1) and saw several face-palm scenarios I thought no one else experienced. So, if I missed this … Continue reading Time saving tips: There’s a search bar in the App Launcher 🤦‍♀️

MAX your roll-ups! Are you keeping an eye on your lapsed customers? 👀 📆

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? 👀 📆