For Administrators

  • 5 More Reasons to Switch to Salesforce Lightning Experience!
    March 28, 2017

    5 More Reasons to Switch to Salesforce Lightning Experience!

    A number of my clients have been hesitant to switch from the Classic interface to Salesforce Lightning Experience because of the functionality that still isn’t available in Lightning. With every release, Salesforce adds more and more Classic functionality to Lightning, and Spring ’17 is no exception. Here’s 5 exciting features th

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  • October 5, 2016

    How to Setup and Use the New Multiple Accounts to Contacts Feature in Salesforce

    One of the biggest changes that came in the Summer ‘16 update was the ability to attach a contact to multiple accounts. This gives new functionality to a business that wants to track customers that are attached to many accounts. Before, businesses with a B2C and a B2B model would often use person accounts or a customized data model. This new

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  • October 3, 2016

    Best Practices for Starting a Quickbooks Integration

    Are you interesting in integrating your Quickbooks account with your Salesforce system? Before you start, here are a few helpful practices to keep in mind that will make the implementation process more manageable: 1) Know your finance processes- Before you can start considering your integration, it is crucial that you understand the curren

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  • September 28, 2016

    Portal to Community Migration Made Easy

    With Salesforce’s release of Communities a few years ago, more and more companies are moving off of their legacy Salesforce Portals and switching to Communities. Although Salesforce has made the transition fairly painless overall, the first question we find ourselves asking is: “How do I move my existing Users from the Portal to the Commun

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  • is your salesforce approach strategic?
    August 9, 2016

    Is Your Salesforce Approach Strategic?

    As noted by the economist Michael Porter, “the essence of strategy is choosing what not to do.” With all of the Salesforce functionality available today, strategy is especially important in managing and maintaining your system efficiently. It is critical to take a step back and evaluate changes that have been made or should be made to best

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  • done and dusted
    August 2, 2016

    Done and Dusted: 5 Things About Data Cleaning You Probably Didn’t Know

    One of the most important parts about a migration into Salesforce is getting legacy data into the system. Unfortunately, this process can become one of the lengthiest and most dangerous parts of an implementation. The reason for this is generally that an implementation specialist has to become intimately aware of the many corners of the l

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  • dataloader tools_OpFocus
    July 26, 2016

    Comparing 5 Salesforce Data Loader Tools

    Welcome back!  This is the second blog in an evolving series around data loader tools. In case you missed it, please checkout my first blog "5 Best Practices for Apex Data Loader". Salesforce data-loading tools have been around for a while and there’s a lot to chose from these days. How do you make

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  • July 7, 2016

    How to Create Your First Salesforce Lightning Components

    If you have enabled the Lightning UI in your organization and have identified a Lightning Component you would like to build, follow the steps in this video to learn: 1. How to create a component 2. How to use styles to style the component 3. How to use lightning app to test and change attributes on component 4. How to use the lightning a

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  • breakup
    July 1, 2016

    Breaking up with TLS 1.0, and How to Handle it

    In order to maintain security standards, Salesforce will be breaking up with (i.e. disabling) the TLS 1.0 encryption protocol from being used, and will only allow TLS 1.1 and/or 1.2. Any experienced admin knows that it’s best to review your system earlier rather than later and, while this change won't be official until 2017, it’s recommen

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  • first wave dashboard
    June 30, 2016

    How To: Create Your First Wave Analytics Dashboard

    Wave Analytics is a Business Intelligence solution that works natively with Salesforce. "Native integration" means that it is super easy to get up and running with some cool dynamic dashboards, if you're already using Salesforce! Some may ask, "Why do I need Wave Analytics when I already use Salesforce Reports and Dashboards?" Well, my

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