For Administrators

  • Quip Salesforce productivity
    October 26, 2017

    Quip it Good! Salesforce’s New Productivity Tool

    As the iconic ‘70s rock band, DEVO once said- “when a problem comes along you must Quip it.” Wait… that might not be what they said. Either way, if you’ve poked around your org recently, browsed the Winter ’18 release notes, or explored the Salesforce Community, you may have started to see Quip popping up pretty frequently. Wha

    Read more
  • October 5, 2017

    Top 5 Google Chrome Extensions for Admins

    Today I am here to talk to you about everyone's favorite internet browser Microsoft Edge. Just kidding let's talk about Google Chrome extensions and why they are useful to Salesforce Admins. In this blog you will learn a few things; what Chrome extensions are, why they are useful, how they work with Salesforce, and what a few of the best Sales

    Read more
  • The Unofficial Guide to Salesforce's Unofficial Characters
    September 27, 2017

    The Unofficial Guide to Salesforce’s Unofficial Characters

    If you’ve ever been on Trailhead, you may have seen a few faces of Salesforce’s awesome characters. Astro, Appy, Codey, and the rest of the team each have their own job in the Salesforce universe. After years of working with the platform, I’d like to name a few unofficial characters that will definitely be relevant for anyone who ha

    Read more
  • Salesforce Optimizer the New Tool in How Your Org is Doing
    August 30, 2017

    What Related Records Go Where with Salesforce Lead Conversion?

    In the Summer '17 release, Salesforce shared an update regarding Lead Conversion now operating the same across the Classic, Lightning and Salesforce1 interfaces when it comes to how related records and Files are handled. Essentially, when you convert a Salesforce Lead, there are four places that your related records and Files can be reattached

    Read more
  • Salesforce Optimizer, the New Tool in How Your Org is Doing
    July 18, 2017

    Salesforce Optimizer, the New Tool in How Your Org is Doing

    If there is one questions that every Salesforce admin has ever asked, it is “How can I make my Salesforce better?” Salesforce Optimizer. In the Spring ‘17 release, Salesforce has made that an easier question to answer with the Optimizer Report. This report runs from Setup and emails you a document with what Salesforce sees as pote

    Read more
  • Custom Visualforce Page for Steelbrick Quote Apex
    July 11, 2017

    Custom Visualforce Page for CPQ Quote

    Business Use Case Salesforce CPQ makes it easy to create discount schedules for products to determine tiers for volume prices or discounts. Administrators can even provide sales users with the ability to customize the discount tiers for specific users in the Line Editor.   For some businesses, it is important to display rate tables on

    Read more
  • Mail Inbox Salesforce
    July 5, 2017

    You’ve Got Mail: Inbox and its Gotchas

    When it comes to email integrations, Salesforce has been very excited about one of its IQ products — Inbox. By “IQ product,” I mean that it utilizes AI capabilities to make for an enhanced user experience. Inbox has some really awesome features: adding templates to emails, tracking email read receipts, and inserting calendar avai

    Read more
  • Autocomplete Lookup Fields Inside Flows
    June 22, 2017

    Autocomplete Lookup Fields Inside Flows

    The Problem Recently, I was asked by one of my co-workers if there was a way to implement a lookup field inside a visual flow. As some of you know, typically this can be handled by using a dynamic picklist on a drop-down box or radio button element. As I received more requirements, I found out that there could be hundreds of options to choose

    Read more
  • Insufficient Access Error
    June 7, 2017

    Troubleshooting that Pesky “INSUFFICIENT ACCESS ON CROSS REFERENCE ENTITY” Error

    If any of you have ever dealt with the dreaded "INSUFFICIENT ACCESS ON CROSS REFERENCE ENTITY" error, you will probably agree that this is one of worst errors to debug in Salesforce. There is virtually no information with the error that helps identify the problem. Most of the time I find that there is a permission issue on a lookup field that

    Read more
  • Lightning Polymorphic Lookup
    May 30, 2017

    Salesforce Lightning – Customizable Polymorphic Lookup Component

    If you have been using Salesforce Lightning Experience, you probably are familiar with the Lightning Polymorphic Lookup. For example, you will see it while creating Tasks, in the "Name" and "Related to" fields: Basically, you get to chose the "type" of SObject; when you type text, a search is performed on the appropriate SObject.

    Read more