How to backup your org’s data and metadata, and what to do when a crazy-random-happenstance happens, like data loss.
After planning your implementation, the next step is to build your list. Read Part 2 to learn how to select the right companies for your named account list for the best results.
How are you tracking your competitors in Salesforce? Are you? If you aren’t, you need to. Not you should, you must. If you already are tracking competitors by opportunity, is it working for you? Are you getting the value you want? If not, it is time for a change. If it isn’t working now, it […]
Custom report types can be your BFF, helping you report on things you never thought you could in Salesforce, but you need to take the time to increase their usability. It only takes one, then you can clone… 🙂
Implementation of a Named Account Model is a large undertaking. It can be stressful for even the most experienced admin, but it doesn’t have to be. This post reviews the concept of what a named account model is and high level requirements before planning your project.
Sometimes, there are just too many clicks to get where you need to go, and the last thing you need is more stress. You’re an admin, you love your job, but a lot of people depend on you and there is a lot you need to get done and never enough time to do it. That’s why you need […]
Are you two just not working out? Has he been lying to you with bad data? Or have you just out grown each other? No matter what the reason, things have to end. It’s ok, not all fields are meant to be in Salesforce forever. Don’t rip that bandaid just yet through, these things take time.
“Clean up, clean up, every Admin everywhere clean up, clean up every Admin do your share…” OK, enough chanting of songs by purple dinosaurs. So everyone is talking about cleaning the org for a fresh start to 2015, but I don’t feel like we are really digging into the horrible mess a mature org, or […]
Greetings Post Readers, I told you I would be back to let you know about Org Documentation and Help Sites so here I am. When it comes to org documentation I have to tell you, mine is either SO BEYOND THROUGH that it would kill many trees to print, OR it is non existent/a line […]