Archive for July, 2013

July 26, 2013

Don’t go on autopilot

With all my raving on the automagic in salesforce.com, the title of this post may cause you to do a double-take. But I assure you, dear reader, that I am completely serious when I tell you not to go on autopilot. Perhaps a bit of an explanation is necessary.

AutopilotAs Salesforce admins, we have a bevy of tools at our disposal for making Salesforce appear to have that automagic. We can use workflow rules to make fields update, emails gets sent or tasks get assigned. We can leverage triggers to create new records, sum values of non-detail objects or update multiple records. We can use schedules to deliver reports & dashboards to an executives inbox. And with the new Chatter Actions, you can extend that automagic even further. And all of that is great & fantastic, and I am in no way advocating that you stop doing it. In fact, do LOTS of it!

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July 19, 2013

Gone Fishin’

From time to time, even a Salesforce admin needs a vacation. But for many of you, you are the only admin at your company. So how can you take time away during business hours, and still give you users the support that they need to do their jobs? In this post, I’m going to share some of my tips for a successful admin vacation.

It may seem obvious, but the first thing I do is to communicate that I will be away. Fishing_CartoonBy informing those I work with regularly that I will be out of the office, the hope is that they manage expectations and let me know of any urgent issues before I leave. I also provide clear information in my Out-of-Office alert on when I will be back, and what sort of access to email I will have while I am away. Finally, I include a link in my Out-of-Office to submitting an internal Salesforce ticket, so that requests that can be handled by others end up in the right queue.

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July 12, 2013

Can you describe that for me?

Happy Friday readers! Apologies for last week. I forgot to let you know that FBtF was taking a holiday for a long July 4th weekend. We had some great weather & enjoyed time in the sun. We are back now, and a new Friday brings another blog post, and this is one that I’ve been wanting to write for awhile.

As the long-time readers will know, my first job working with Salesforce was a bit like the wild, wild West. We didn’t use a sandbox to test changes. Trying out new features (like validation rules) were trial-and-error. And we didn’t use the description fields. 

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