As an ambitious admin I know you have a strong desire to achieve process efficiencies, and there is no better way to solve a specific business problem than to leverage the power of formulas in your Salesforce implementations. Formulas can be used in formula fields, workflow rules and validation rules, all of which are extremely powerful… […]

You went through all the work to understand what your stakeholders and subject matter experts (the “troops”) need for your new salesforce project (the ” business requirements”), and you never documented them… so you ended up spending a lot of time undoing some of what you did and re-working other pieces of what you did. Sound familiar? […]

As a Salesforce Admin, we are constantly implementing new processes for our organizations. To start a new salesforce.com project off right, it is crucial that we take the time to interview the right people (and allow them all to contribute!) and clearly identify and document where their pain points are within the process. UPATE SEPTEMBER 2015: I presented on this topic […]

I by no means sat down and planned out these events. And they most certainly did not happen to me completely by chance. Somewhere in the middle it seems there is this third way of being, where we just open our mind and start responding to life with an intentional flow toward our goals.  Engaging the part of […]

Writing a use case is an ideal way of getting organized and making sure you are not missing any key components for the deliverable you are working on. Going through the exercises outlined below for any project you take on will help in many ways, the most important being: (A) transferring everything from your head to […]