Is it important to have a dedicated Salesforce administrator? You bet. Here’s why you need one, what they’ll do, and who it should be. One...
Author archive for: larissa
Salesforce Global Search: make it work harder for you
Salesforce global search is a robust search feature that allows you to search almost every field in every record of Salesforce. Read on for some...
Clone Campaign Members with List Views (hack!)
One question I get a lot is how can I clone campaigns WITH campaign members. The...
Review and how to: Declarative Rollup Tool for Salesforce
One of the limitations of Salesforce I often run into is the inability to create rollup summary fields for lookups. If you’ve hit this wall...
Salesforce and Your Holiday Mailing List
I know, it’s barely November, and many of you are just starting to think about your Thanksgiving dinner menus. But I’m going to ask you...
It’s coming! The Connected Families 2015 release!
Great news for our Connected Families organizations! Starting October 19 we’ll begin to deploy the 2015 Connected Families Release to all our annual maintenance clients!...
(Built in!) Duplicate Management from Salesforce
Just in time to cheer me up and remind me that Spring is around the corner (seriously, enough with the snow!), Salesforce released a duplicate...
Is your sandbox expiring?
Did you receive an email from Salesforce that your sandbox is expiring? Don’t panic! Salesforce’s sandbox policy is that any unused sandbox will be deleted...
Salesforce Google Maps feature Spring ’15 release
Why are there suddenly maps in my Organization and Contact records (and how do I get rid of them)? One of the features I’m most...