The ABC’s of Salesforce

Better late than never, right? At least in most (read as: some) cases! My apologies for my disappearing act. With a month full of High Holidays, it was quite hard to keep up with things. Moving forward I will try to post regularly again. The feedback I have been getting is tremendous and I want toContinue reading “The ABC’s of Salesforce”

Dreamforce: My Highlights as a Newbie

Dreamforce. Keynote. Dreamforce. Presentation. Dreamforce. Sessions. Dreamforce. Swag Dreamforce. Comfy Shoes. Dreamforce. Agenda Builder. Dreamforce. Saasy. Dreamforce. Dreamforce. Dreamforce. For the past few months, as excitement for Dreamforce 15‘ grew, these are just some of the ideas and terms floating around the cloud. The countless article, blog posts, tweets and videos could not do enough to prepare me forContinue reading “Dreamforce: My Highlights as a Newbie”

Lookup Vs. Master-Detail: The Real Difference

I have a confession: For a long time, I never really understood the difference between a “Lookup” field and the “Master-Detail” lookup field. Whenever I needed to create a field that referenced another object, I would read over the Salesforce explanation and then randomly chose one field. Over time I discovered various nuances, but the real “Aha!”Continue reading “Lookup Vs. Master-Detail: The Real Difference”

LastPass: Making Magic of Passwords

If you’re anything like me, or even nothing like me at all, you are probably logging into multiple sites each day – several times a day! On any given day, I can be logging into 4 Gmail accounts and 5 Salesforce instances. Remembering all those usernames and passwords can be quite a task. Enter LastPass*,Continue reading “LastPass: Making Magic of Passwords”

#StruckByLightning – The Lightning Experience

As the Salesforce community celebrated Adam Seligman’s 16th birthday, thousands of users gathered at 100 locations across the world (with many more viewing it live) to experience the introduction to the Lightning Experience. I happened to be in New York, so this was my 2nd Salesforce event that I got to attend.  The ambiance, décorContinue reading “#StruckByLightning – The Lightning Experience”

A Piece of Heaven: Marshmallow Cream Cake

I know this is not Salesforce related, and not even technology related (other than oven usage), but it definitely falls into the more category and it’s part of my playground and so delish, I couldn’t resist sharing! I discovered this recipe at a relative’s home and instantly loved the variety of flavor and the ease ofContinue reading “A Piece of Heaven: Marshmallow Cream Cake”

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”