Uncategorized
If you are a Salesforce Administrator, you received emails from Salesforce titled “ACTION REQUIRED: Upgrade to TLS 1.1 or higher before July 22, 2017”. And unless you’ve read through the documentation, you are probably wondering “What does this mean, and do I have to do anything about it?”. There are multiple resources available to learn […]
Read More
The Salesforce Lightning interface has been with us for a while now and with each new release, it keeps getting better and better. Salesforce continues to add functionality and features, so for those of you that have not looked at the Lightning Experience lately, you may be surprised at what is available. Below are some […]
Read More
Before you get started with exporting New Notes, you will need help from your Salesforce system administrator if you do not have System Administrator permissions. With that said, there is a limitation to exporting from ContentNote (New Note): the Notes cannot be exported unless the user that is exporting the Notes has access to that particular Note. […]
Read More
Reporting is one of the most powerful features of Salesforce. I want to teach you about Salesforce reporting considerations in a step by step process so it does not seem overwhelming, and so you can get the most out of the powerful tool that is Salesforce reporting. While it can seem overwhelming, just like anything […]
Read More
As a Salesforce consultant, I get asked quite a few questions; some pretty standard and some not so standard. One of the most common “not so standard” questions I get from new Salesforce customers, when I explain how the Salesforce Record ID format works is, “How long until Salesforce runs out of ID values?”, so I […]
Read MoreWe’re very excited to be partnering with RingLead to offer their clients Salesforce duplicate record removal as a service. As part of this service, we will use RingLead’s Declone Data Cleansing tool to remove duplicate Salesforce records for you. We offer this service because many RingLead clients do not have the resources to configure and […]
Read More
Touch.salesforce.com is still 3 or 4 months from being reality. But Salesforce has been quietly adding to the information available about it. Touch.salseforce.com will be more than an HTM5 interface that will automatically adjust itself to whatever device you’re using it on. Touch is also being used to move Salesforce more elegantly into the future […]
Read More