One of the major pain points of unit testing and quality assurance testing is having to wait for […]
Omni-Channel can be one of the most powerful tools in a Salesforce admin’s toolbox. It is a configurable tool that allows you to intelligently route leads, cases, or other work to the most appropriate individuals. As an administrator, you can determine how you want to assign the work and what attributes are used, capacity in units of work for each users, and even the skills and experience level per skill that each user possesses.
TL;DR - Omni-Channel doesn't trigger any automation. Build your automation on the Agent Work object...
One common request (or problem) a Salesforce admin faces is whether or not to allow users to import […]
Yes, this is tip 8. Yes, I realized there was a different #8 last week. Don’t get hung […]
Apparently, this is the second article in a series questioning best practices on Salesforce features and functionality. Yes, […]
Have Record Types Become Obsolete? Rethinking the Traditional Salesforce Design Tropes for Record Types
As a two-time Lightning Champion, my main responsibilities are to evangelize the Lightning platform and assist the community […]
Do you have a bunch of spoiled users who can’t get past names of standard fields and objects […]
Cleanliness is next to Godliness, and this means keeping your formulas tidy by using proper formatting!
you know what? I’m going to try it their way. I’m going to get me one of these tick tock accounts and drop some knowledge into their world!
Do I really have to make updates one record at a time? Isn’t there an easier way?