For Administrators

  • October 30, 2018

    How to Track First Response Time on Salesforce Leads

    One of the many challenges many sales and marketing teams face using Salesforce effectively is to be able to easily track how fast leads are being responded to by their sales teams. Salesforce, unfortunately, does not provide the easiest way out of the box to track how fast your sales teams are logging the first call or email to the prospect.

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  • Email Author for Salesforce Lightning Experience
    October 22, 2018

    Email Author for Salesforce Lightning Experience

    If you have been doing Salesforce development for some time, you have probably run into the need to create a custom button to call the email author with certain attributes of the email populated, such as the Subject, To or Email Template. With Salesforce Classic, this was very easy to do with a custom JavaScript button and some URL hacking. If

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  • Overriding the Opportunity Contact Role in Salesforce Lightning
    October 18, 2018

    Overriding the Opportunity Contact Role in Salesforce Lightning

    Need an override for Salesforce out of the box OCR functionality in Lightning - read on... As we all are painfully aware, the standard Salesforce out of the box functionality for Opportunity Contact Role (OCR) is woefully limiting and frustrating. No triggers allowed on these junction red-headed stepchild and just awkward all around. And yet t

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  • Pardot & Salesforce Campaign integration
    July 23, 2018

    The New 2018 Pardot & Salesforce Campaign Integration

    If you are anything like me, one of the things that you may find annoying in Pardot is the functionality known as “Pardot Campaigns.” It’s a legacy feature with the primary purpose of providing data for the Pardot ROI report, usually denoting what most marketers know as “Original Lead Source,” or the First Touch of how a prospect cam

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  • Two active approval processes
    July 2, 2018

    Auto-Approval in a Multi-Step Salesforce Approval Process

    You’ve been tasked with writing an approval process. If an opportunity meets the entry criteria (Stage Name = Pre-Contract) and has an Amount greater than $1000, it needs to be approved by either Bobby or Billy in Sales Management, and if it has an Amount less than or equal to $1000, it needs auto-approval in Salesforce. (We’ll leave the A

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  • June 25, 2018

    Expandable Lightning Component

    What do I mean by an "expandable" lightning component?  Well, what I mean is a lightning component whose content can be "expanded" to include another component by specifying the NAME of the second component when placing the expandable component on a page. You must be thinking, "why would I want to do that ?" So, let me tell you why I did

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  • Process Not Firing for Roll-up Summary
    April 4, 2018

    Process Not Firing for Roll-up Summary Field Entry Criteria

    There are a lot of posts floating around about the lack of support for formula fields in Roll-up Summary fields but not the other way around. I had a unique Use Case that I spent the better half of a day troubleshooting so I thought I'd share my experience. Hopefully, someone can benefit from my efforts. BUSINESS USE CASE Need to mo

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  • 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

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  • 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

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  • 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

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