by Karen McGee Have you ever run into an issue when a user requested a report that seems simple to create but when you start to work on the report you realize it is not going to be that simple? I was recently asked by one of my users to create a report that displays all accounts, with an associated opportunity, quote with quote lines for each sales rep. The… Read More
by Amanda Bailey In a previous post, we did a deep-dive into cleaning up Salesforce fields using a free resource called Field Trip. We discussed the importance of removing fields that are not used or updating them to be required. In today’s post, we will be taking cleanup a step further by discussing the importance of naming conventions. It isn’t the most glamorous of topics but an administrator who can… Read More
I have been a Salesforce.com consultant for two years in Wellington, New Zealand. A career in IT was not a focus while I was studying both a Marketing and Psychology degree. I even completed a couple of IT papers while at university, wondering why they were compulsory. Having worked a series of different jobs in different industries in the build up to this role, I observed different businesses and processes… Read More
by Amanda Bailey At some point in a Salesforce Administrators career, they will inherit an existing and already customized Salesforce instance. It can be very exciting to start digging around in the custom objects and code, putting on a thinking cap and working through how the customizations all work together and how the business uses the tool. The downside to this excitement is that often times they will also uncover… Read More
In this post, we are going to explore how Visual Workflow can be used to clone opportunities and line items. Yes, Salesforce does has a ‘Clone with Products’ and ‘Clone without Products’ option on a single record, but what if your requirements are more complex than that? For example, you may want to control which fields are cloned, or use a naming convention on the cloned opportunity, or set particular… Read More
By Amanda Bailey Every day people read job descriptions for their dream positions and feel frustrated when they get to the “required skills” section because it has 20 skills that they don’t have. In most industries, it would require extensive classes, possibly college courses and more to be able to gain those skills. Fortunately, with Salesforce they want you to grow and the community of people who work with the… Read More
Curiosity, Google, and Salesforce Help Today I’m writing a post explaining my path to becoming involved in the world of Salesforce. As a current freelance Salesforce Admin/Business Analyst/Consultant, my career plans did not include managing a Salesforce Implementation. Yet, six years after first logging into Salesforce as an inside sales rep, I can’t image a better way to spend my working days. I hope my story inspires you to become… Read More
In this post Jasmin Ashley, a senior functional Salesforce consultant, shares a case study of using Salesforce to improve customer service by implementing a case management solution, including email to case, queues and omni channel routing. The project goal was to create a case management solution using email to case and Omni channel routing. All cases feeding through from one email address and routed to the appropriate business team to… Read More
By: Nick Kurbatov, Digital Business Analyst Data Security – when I see these two words – the first thing that comes to my mind is “Johnny Mnemonic”, where the brain of the main character is used as data storage and antagonists are trying to break and steal the data. Data Security is without a doubt one of the biggest trends in IT nowadays. According to the current speed of the… Read More
If you have one or more approval processes, you may find a requirement to be able to report on records that are pending approval. As well as knowing the records, we probably will want to know who the record has been assigned to for approval, so we can follow up or reassign if the person is not available. If you have a look at the standard reports, you won’t find… Read More
Getting involved in Salesforce can accerlerate and move your career in different directions. Julian started working with Salesforce technology a number of years ago as a developer and has progressed to becoming a Salesforce technical lead / scrum master. Here Julian tells us more about his journey so far. How and Why did you get started with Salesforce? I started working with Salesforce by chance, while I was working for… Read More
By Amelia Brewin Sorting objects is a requirement that comes up from time to time. It can be as simple as ordering by a simple number field (such as Opportunities priority) or more complex ordering involving multiple fields. Luckily for us Salesforce has the Comparable Interface. With a handy wrapper class that implements Comparable and takes our object in the constructor we can define our own ordering. This list is… Read More
As Salesforce projects and deployments get more complex, it is a good idea to learn more about the different deployment options that Salesforce provides. When starting with Salesforce, you learn about how change sets can be used to deploy changes between related orgs. Change sets are only one of the many ways available by which you can deploy one Salesforce Org’s components to other. For example: Change sets Eclipse IDE… Read More
By: Nick Kurbatov, Digital Business Analyst Data Quality – what do you think about when somebody mentions these words? Have you ever imagined what would happen if your address book or files on your computer suddenly go mad, because there are no unique identifiers(IDs) in your data? It would be a mess. You wouldn’t be able to easily find your colleague’s date of birth or the name of your favorite… Read More
