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!” […]
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*, […]
#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, décor […]
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, ” Hey […]
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, email […]
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 months […]
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. So […]
Power of Us Hub: A Love Affair
And that’s when I realized the Power of US: Me, you and you and you and you. Yes YOU. All of US together, empowering each other.
Top Tip #1
Challenge: Display a lookup in a related list. For example, when viewing a Contact record, we wanted to see the Campaign an Opportunity is associated with. Unfortunately, this is not possible using the standard interface. My Solution: Create a formula field that populates/references the lookup field (Campaign) and then add that field to the related list (no need to have it […]
Security: Theory or Reality?
Security has taken over our lives.The average person has over 6 passwords that they use regularly. Our homes, phones and computers are flooding with security controls, apps and codes. But can we really control this? Enter Salesforce Salesforce has layers of security features to create a super strong infrastructure. There are features to secure your org, […]