Workflow Rules for Salesforce
Workflow Rules – what are they, how do they work, and why you need to know about them.
Flow – the powerhouse of Salesforce automation
This quick video about Flow will introduce you to a powerful automation tool for your org.
Process Builder – your most likely automation solution
Process Builder is something that you NEED to know about as an admin for a small NPO.
What is automation anyway?
Start wrapping your head around automations, because they are going to take your organization to the next leve.
The automation systems you need to know about in Salesforce.
What are the automation systems within Salesforce?
Training yourself on Salesforce using Trailhead
Training shouldn’t be hard – especially in Salesforce, because they’ve got a platform built just for it called Trailhead
Mass Transfering Records
Transferring inactive users’ records is an important part of staff turnover. Let’s make it as easy as possbile.
Scheduling data backups for your Salesforce
Backing up your data is an absolute necessity for all orgs, big or small. But it doesn’t have to be hard
Automating your org through Process Builder
Automation is a game changer for your org. Today, let’s take a quick walk through one automation tool for Salesforce – Process Builder
How to use Picklists in Salesforce
Picklists can save time and create high-quality data in your org by removing typing errors for common responses. BUT Salesforce also has some interesting quirks with the way they use picklists. Today we’ll talk about how to set them up, and what you need to know to be successful using them. Helpful Links Getting started […]