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Customizing a Flow User Interface

Flows are a very useful way for developers to create standardize business processes and perform actions in Salesforce, without writing any code. Some examples of where Flows can be useful include helping your Customer Service team provided consistent service across your organization by standardizing questions and scripts, or Flows can be used internally to help maintain data integrity. When you embed your Flow into your user’s UI, you will usually… Read More

Customizing a Flow User Interface

Focus on People: Nancy Johnson

Nancy Johnson is a high level Project Manager hailing from Sydney, Australia. Having focused on being a Project Manager and Business Analyst during her career, getting Salesforce certified was her next logical step. Nancy shares her Salesforce journey with us below. How and Why did you get started with Salesforce? I am a very experienced Project Manager and a friend asked me to be a Project Manager at her organization… Read More

Focus on People: Nancy Johnson

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

Focus on People: Neal Lightfeldt

Neal Lightfeldt works as a Sales Excellence manager and in this post, shares his Salesforce journey with us. How and Why did you get started with Salesforce? Our parent company began a new initiative several years ago focused on applying OpEx principles to the front end of the business. Part of that initiative included implementing Salesforce. I already had experience implementing and administering our previous CRM system (SalesLogix), so I… Read More

Focus on People: Neal Lightfeldt

Salesforce Naming Conventions are not just for Devs

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

Salesforce Naming Conventions are not just for Devs

Focus on People: Jasmin Ashley

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

Focus on People: Jasmin Ashley

Clean up your Salesforce fields with this free tool

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

Clean up your Salesforce fields with this free tool

Clone of Opportunities and Line Items using Visual Workflow

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

Clone of Opportunities and Line Items using Visual Workflow

5 Free Salesforce Career Game Changers

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

5 Free Salesforce Career Game Changers

Focus on People: Peter Yurchision

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

Focus on People: Peter Yurchision

Customer Service Project Case Study

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

Customer Service Project Case Study

Salesforce Data Security

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

Salesforce Data Security

Salesforce Pending Approvals Report

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

Salesforce Pending Approvals Report