Posts tagged ‘alignment’

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!

read more »

Advertisements
%d bloggers like this: