Salesforce Macros One of the biggest issues that reps face when it comes to efficiency and productivity is those repetitive tasks. You know the “How do I reset my password”, “How do I restart the router”. The same answer can be given to multiple customers, and yet your reps spend time writing them out and...
Jenny Bamber, July 16, 2020 Read More →
How to create Assets on a Closed Won Opportunity in Salesforce
As a Salesforce admin and consultant, I have had many conversations regarding Assets in Salesforce. Whether that be as part of your post-sales process e.g. tracking warranties, or part of your service process as a way of providing Entitlements to your customers on certain products that they have purchased. Either way, this little feature can be a key...
Jenny Bamber, October 21, 2019 Read More →
Salesforce Field Service Lightning: Issues and Solutions – Jenny’s Admin Tip #77
Have you been using Salesforce Field Service Lightning? Perhaps you configured the product to fit in with your field service processes and now administer it for your company? Well if you can relate to any of those I am pretty sure you will have had some product hiccups along your FSL journey. Like most implementations,...
Jenny Bamber, January 15, 2018 Read More →
Salesforce Custom Objects and Custom Fields, friend or foe? Admin vs Dev Challenge 5
One of the first things you learn to do when configuring a Salesforce instance, is create new Custom Fields and new Custom Objects. Setting up your data structure is the cornerstone of tailoring that off-the-shelf software feeling into a comfy suit that snugly fits your business needs. Custom fields lend us an awful lot of...
Jenny Bamber, November 23, 2017 Read More →
Salesforce Lazy Clicks / Codes and Spooky Sudoku – Admin vs Dev Challenge 4
You hear the door slam and realise there is nowhere left to run. You close your eyes and hope that this is just imagination. The terror of seeing lazy hacks and bad config is gonna thrill you tonight. But then it becomes apparent that you’re not stuck in a Thriller scene and all the lazy...
Jenny Bamber, October 27, 2017 Read More →