Posts tagged ‘admin tools’

February 21, 2014

Got time?

We’ve all seen the trend. There is a hunger for analytics, and it’s only growing day by day. One of my favorite things about Salesforce is that they help us all to stay on top of that demand, and provide that valuable data back to our constituents. (Don’t agree that Salesforce is committed to analytics? Check out all the goodness coming in Spring 14 & then we can talk.)

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One of the requests I hear over and over, with companies I’ve work for & as questions that get raised in User Groups or the Answers Boards, is around time-stamping records. As recently as two weeks ago, I had someone ask about the best way to capture when a lead hits or passes a stage. This is a classic example, but the answer is the same for anything similar.

First, create your Date/Time field (or, if you only care about data-stamping, then a straight-up Date field will work). To help everyone understand when this field is, I would suggestion including ‘Timestamp’ in the name of the field & always add in some help text. (Alternatively, if these data points will only be used in aggregate, consider leaving it off the page layout altogether.)

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January 10, 2014

Small but Mighty

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OK, so maybe a small group of citizens doesn’t apply here. But what about a small group of fields? Oh perhaps even just one simple field.

This is a field that I’ve added to many orgs that I’ve worked with, and shared with even more admins who have added it to theirs as well. It’s a field that several Salesforce MVPs have their own twist on. A field that when I tell folks about it, I get some pretty amazing reactions, especially for companies that have high-touch processes. And I can’t believe that it took me 4 years of working with Salesforce before I thought to make this field – and once you hear it, I bet that you will think that same thing.

So what’s the field? A time-zone formula field for Leads, Contacts and Accounts (and really, any other object you what to throw it on). Now you want the formula, right?

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January 3, 2014

Let’s Get It Started

New year, new you!

At least, that’s how the saying goes. We often like to start a new year with a list of things we will do more, or less, or better. (I know that I have.) And while I can certainly think of many things I’d like to do better, I also just love the idea of a clean slate. And while every day is a new beginning, there is something special about a new year that gives us all a chance to start over.

I mentioned my Passion Planner before, and even though I’m less than a week into using it, I have become obsessed. Using it passion plannerhas really helped me to find my focus for the upcoming weeks and months. It is really helping me to train my focus in order to help me achieve the goals that I’ve laid out for the year. In our very digital world, this certainly is not the tool for everyone, but the idea behind it is. State your intentions, and then design a plan to work toward those goals.

One of the things that I love most about the Passion Planner is that it help you to organize both personal and professional goals. It allows me to plan out both my runs for the week, as well as meetings with co-workers to insure that we meet deadlines.

And yes, my Passion Planner is already filled with Salesforce goodies – reminders to take release exams (you have until February 28th to get Summer 13 done), dates for Dreamforce 2014, calls with Salesforce friends. And all of these are tasks on my plate to achieve my goals for 2014. It all boils down to something I heard a co-worker say at my very first job – “Plan your work & then work your plan.”

Have you picked your passions for 2014?

December 20, 2013

All I Want for Christmas…

With Christmas just days away (and Chanukah already come & gone), I would hope that you have all of your holiday shopping done – for your sake! But if perhaps that’s not the case, I put together my last minute shopping guide for all the Salesforce admins & developers in your life. And yes, there are lots of apps and tools out there that I would recommend, but this is a list of tangible things that you can wrap and put under the tree.

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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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