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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  • 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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  • 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

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  • 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

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  • 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

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  • 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

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  • Search Attachments in Chatter
    May 25, 2017

    Make Attachments Searchable Using Chatter

    Have you ever wanted to filter the Attachments associated with a Salesforce record? While Salesforce provides a standard page for uploading Attachments and Notes, there is no way to gain access to the file before it is attached, and there is no way to customize the filename once it has been attached. Creating a custom Visualforce page

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  • Salesforce-Slack Integration
    May 18, 2017

    Get Slack Messages Directly from Salesforce

    Do you want to integrate your Salesforce with Slack so users can get notified when there is important activity that requires their attention? Slack makes this incredibly easy, sexy, and it is well documented... for the most part. If you need to a go-to guide for this use case, read on! First of all—big shout out to Christophe Coe

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  • Last Won vs. Last Lost Opportunities Contacts
    May 5, 2017

    How to Create a Last Won or Last Lost Opportunity Contact Report

    As a Salesforce system administrator, you've probably heard of these common requests before. For example, has anyone in sales, preparing for a calling campaign at the beginning of the year to drive business, walked over and asked you, “what accounts did we win opportunities with last year and who are their contacts?” Or, what about when ma

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  • Top 5 Salesforce System Admin Tools
    April 24, 2017

    Work Smarter: Top 5 Salesforce System Admin Tools

    As an Admin, having to reach into the dark corners of Salesforce to build a solution, or troubleshoot an error, can be time-consuming. Fortunately, there are a few Salesforce System Admin tools out there that can help you successfully navigate the ocean that is the Salesforce setup menu. 1. Salesforce Inspector (Chrome, Firefox) The first Sa

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