Small Businesses: Send your email list a “Coronavirus Message”
As a small business owner, you should be sending a “Coronavirus message” to everyone on your email list.
Salesforce Educational Series #4: Process on Lead Conversion?
For the last few years, Salesforce has promoted using the combination of Process Builder and Flow to solve business problems using “clicks, not code.” Taking this advice to heart, I have created dozens of Processes and nearly a hundred Flows…
Salesforce How-To Educational Series #3: Process Builder
Here are quick tips for two things I did not know before I discovered them today… Page layouts can cause Process errors If you have a Process (built using Process Builder) that updates a field on an object, that field must appear…
Salesforce How To Educational Series #2
This week’s Salesforce post starts out with a pet peeve. When creating custom fields in your Salesforce org, PLEASE PLEASE fill out the Help Text and Description. I work with a very mature org — a customer for more than…
Salesforce How To Educational Series #1
One of my mentors suggested that I create a series of blog posts about how I do my job. So here goes.. I am often refer to my self as the “CEO of Salesforce” for my company. We have 330+…
Network Your Way to that Salesforce Volunteer Opportunity
As a result of a post I made in the Salesforce Success Community way back in 2012, I often am contacted by job seekers who are looking to gain experience on the Salesforce platform by volunteering to administer Salesforce for…
“I’ve fallen and I can’t right-click!”
I clicked the right mouse button. Nothing. Clicked it again. No pop-up menu. Zip. Zilch. Nada. Over the weekend, maybe since Thursday night, the right-click functionality in my mice and in the touchpad on my laptop had not been functioning…
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