Just because you can, should you?

Someone asked me recently about Client Success Management – Huge topic, really. But briefly, from my personal experience, if you’re looking to do an implementation which is the beginnings of Client Success Management, make sure you talk with not only the people the company designated as point persons, but the people who will be actually using that software on a day-to-day basis.

Just because you can, should you?

Things for new Salesforce admins to do in the first week and month

You’ve landed your very first job as a Salesforce administrator, or maybe it’s not your first. But still, you feel like celebrating on that very first Monday, leaning back in your chair and putting your feet up on the desk, drinking your favorite caffeinated hot beverage and relaxing! Not quite so fast. Being a successful anything requires getting off to a good start on the correct foot and being organized from the beginning.

Things for new Salesforce admins to do in the first week and month

Workflow Rules vs Process Builder – When to Use What

Before diving into the differences between Workflow Rules and Process Builders, I do want to call out that in some Trailheads from Salesforce, there have been callouts to moving away from Workflow rules entirely. Be that as it may, Workflows are still up and running and in some cases can be simple, faster, and easier to apply than a Process Builder. However, please do keep this in mind if you… Read More

Jumpstart for Non-profits

Salesforce has been solving an ever growing number of operational and technical problems for thousands of businesses all over the world. Much like it works for businesses, Non-profits can greatly benefit from using the platform. Salesforce recognized this, so they developed a system for the use of the Salesforce platform in the Not for Profit sector: The Non-Profit Success Pack (NPSP).Through the Salesforce Foundation, Salesforce donates 10 licenses for their… Read More

Salesforce Release Management

One thing that I have learned during my time as an admin is that being organized, knowing what has changed when and the impacts those changes might have to the Salesforce org are some of the most important things to have processes and procedures around. To me, release Management is an all-encompassing topic including agile style sprint planning, tracking of future projects and backlogged items, QA/test plans, and release notes…. Read More

Salesforce Release Management

What is the Approval Process in Salesforce?

Salesforce CRM isn’t the number one customer relationship management program for nothing. Aside from the core functionality, however, there is so much opportunity and peripheral usefulness built into the Salesforce platform that it has evolved into its own ecosystem in which organizations can live and self-sustain without much need to venture into other software. The drawback to this ecosystem is simply that each niche requires exploration to discover why, how,… Read More

What is the Approval Process in Salesforce?

Top 5 Salesforce Business Analyst Skills

Salesforce Administrators are in the unique position of wearing numerous hats to maintain their instance. Depending on the number of licenses and integrations, people can find themselves in more of a business analyst or project manager position instead of working in just Salesforce. Quite a few admins are the sole system experts for their company so this can be very complicated when enhancements pop-up. The main problem is that just… Read More

Top 5 Salesforce Business Analyst Skills