Tasks: Create your Own Reminders (Using Process Builder and Flows)

This post is in collaboration with Gorav Seth who patiently led me step by step to mastering this magic! His blog post includes some screenshots (using the event object) of the steps involved. Thanks, Gorav! *** Wouldn’t it be great to get a reminder when a task is due…Like, an email straight to your inbox alerting you, ” HeyContinue reading “Tasks: Create your Own Reminders (Using Process Builder and Flows)”

Top Tip # 2

So, you’re a new admin adding users to your organization. But what do all those fields really mean? You enter the first name, the last name, alias auto-populates and then you look at the next field. Email. Easy enough. Enter the new user’s email. Username. Re-enter the email? It might work and it might not. You see, emailContinue reading “Top Tip # 2”

Salesforce Certification: My Journey

With 3 Salesforce Certifications under my belt (and one earned today!), I feel that it’s time for me to share my experiences and paths to this accomplishment. For many, the exam seems daunting and they shy away from it.  Please read on and check out the resources below to find your path to certification. ADMINISTRATOR: About 9 monthsContinue reading “Salesforce Certification: My Journey”

Charidy.com: The New Crowdfunding

 Launched in the beginning of 2014, this crowdfunding site has run over 380 campaigns,  raising over $24,000 000 for various non-profits. They credit their success to these 3 campaign criteria: 1. Three matchers. That’s right. You need 3 donors (or groups of donors) that will match dollar for dollar all donations received to reach their goal. SoContinue reading “Charidy.com: The New Crowdfunding”