This is part of my serie „what we didn’t do during implementation and should„, so you might not find anything interesting or you might just open your eyes wide and say wow! And automating things is definitely the part you probably didn’t do at the beginning but should do now as it is similar toRead More…
Salesforce = CRM. CRM = Customer Relationship Management. Relationship Managements means (at least to me) to store information about activities I do with customers, not just the hard data (such as their names and phone numbers). And emails are pretty crucial activities and a lot of companies solve their „sharing“ by forwarding them to people or puttingRead More…
The joy of preparation for another certification, learning all the things you kind of heard about or didn’t hear at all. And now you need to understand them in deep dive, if possible. Files Connect is such feature – I knew about it, I set it up for one client a while ago but never really paid attention.Read More…
I feel this should be part of any customisation you do for client – create an app with objects they use. It is super simple, it the Setup find App Manager and create a new one. Here you can specify logo, name and colors, which tabs should be available on top, whether users are allowed toRead More…
A long time ago I fell in love with Declarative Lookup Rollup Summary aka DLRS. It allows me to do things which are impossible to do with standard rollup summary fields and I also don’t have to write any code. Actually, when I saw it for the first time I was scared. I found the UI not intuitive enough andRead More…