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 […]
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.
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, […]
Hello world!
Welcome to Clouds ‘n’ Tricks! Im coming up to the 3.5 year mark since I was first introduced to Salesforce. It’s been a long journey of struggles, trials, frustration, triumphs, ecstasy and lots of adrenaline. I hope you will join me on my journey now as I aim to share some of my thoughts and insights […]
List views: Misused or Underused?
One of my greatest hardships as a SFDC Admin is that my end users were not immediately trained on how to create and use list views. When I took over the instance, I made it my mission to teach my team their way around list views. Over time, I realized that list views are usually thought of as […]