Human nature has conditioned us to want the shiny, new, highest-trimmed model of nearly everything — phones, cars, and even Salesforce! The powerful Salesforce marketing engine wants you to see how efficient your users will be when you purchase 20 SKUs — and those bundled deals make it difficult to resist! So you purchase all…
When working with my Clients I’m reminded that part of my job is to sound like your high school gym teacher and drill the fundamentals of Salesforce every day – over and over and over. I tend to keep emphasizing best practices, because as an Admin, you’re going to rely on this foundation of knowledge…
The adaptability of the Salesforce platform is often a key selling feature for any business user. The ability to change my mind and have the system update accordingly with limited IT cycles is music to their ears. But this music masterpiece quickly turns into a somber tune if the development and administrator teams are not…
Have you ever heard the expression “Is it bigger than a breadbox?” (BTW – who has a “breadbox” these days?). Or perhaps “animal, vegetable or mineral?” If not, you might be too young to be familiar with a game called “20 Questions.” I touched briefly on this topic when interviewed on the Button Click Admin…
When I was interviewed a few weeks back for the Button Click Admin Podcast, hosts Mike Gerholdt and Jared Miller asked what was harder to learn – Salesforce or consulting? I answered that I thought Salesforce was easier to learn than consulting, and that might surprise a few of you. I think it even surprised…
When I was first exposed to Salesforce back in 2005, it blew my mind. At that time I had been working for large companies that were stuck between the extremes of very rigid ERPs like SAP (that almost never got updated due to the expense and time involved), and “lowest common denominator” tools like Excel….
It was the last day of Dreamforce ’13. Francis Pindar (@radnip) and I had just finished up manning the Genius Bar that morning, and box lunches in hand, we trekked the 10 blocks from the Hilton Grand Ballroom over to the Yerba Buena Center for the Arts where Parker Harris’s True to the Core session was…
Not everyone is cut out to be a consultant. In fact, to be blunt, few posses the right blend of knowledge and skills to excel at the profession. People and companies hire consultants to develop and deliver better solutions more efficiently than they could on their own. Clients buy consulting expertise to help ensure a…
Inevitably as we consult with our clients we find ourselves facilitating discussions around business processes. There are a quite a few places in Salesforce that support business processes, namely: Lead Status field (Lead Qualification Process) Opportunity Stage field (Opportunity Sales Process) Case Status field (Support Process) Contract Status field (Contract Process) Etc. As you have…
NOTE: This post has been updated due to the release of Lightning Professional Edition and Lightning Enterprise Edition announced in February 2016 Want to learn more on this topic? Download our free eBook – Salesforce Simplified – Which Edition Is Right For Me As a group of Salesforce consultants we’re in and out of Professional Edition…