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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  • 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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  • 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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  • July 8, 2015

    Time-based Workflow that’s Evaluated Every Time a Record is Saved

    Imagine that you're creating a workflow rule that has a time-based action. You want to set the rule's Evaluation Criteria to "Evaluate the rule when a record is created, and every time it's edited," but Salesforce tells you, "You cannot add time-dependent workflow actions with this option." Salesforce makes you pick "created, and any time it's

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  • January 28, 2015

    Productivity PowerTip #6 – Workflows and Approval Processes

    [fusion_text] Struggling with a workflow or an approval process? In this video we show you how workflow and/or approval process actions that share the same field may prevent the other from working.[/fusion_text][youtube id="wPVTME5sCSY" width="600" height="350" autoplay="no" api_params="&rel=0" class=""]

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  • March 19, 2013

    Hustle & Salesforce Flows

    It’s getting hard out here for a Developer.  Up until this point, an Advanced Administrator who knew Apex, API, and seven other Developer words could pass the Developer Cert and become a not-really-bona-fide Developer with a shiny Certified Developer badge next to his or her name. Now, along comes Visual Workflows or

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  • October 30, 2012

    Easy Tips to Expand the Power of Workflow Automation

    [caption id="" align="alignright" width="165"] photo by ralphbijker on Flickr[/caption] Workflow Rules and Automation from Approval Processes are very valuable tools in Salesforce. If any of you were at Dreamforce 2012 this year, you will have seen and/or heard session titles such as "Cross-Object Workflows, OH! The possibilities!" This

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  • March 6, 2012

    Useful Special Date Values and Filter Criteria Examples

    One thing that defines great sys admins and report writers in is their ability to filter on desired data in Views, Reports, Workflow Rules, Assignment Rules, etc.  In support of this, in all of its editions Salesforce has given us 33 super useful Special Date values that we can use to create dynamic filter criteria, such as "To

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