Quickly edit records in Salesforce

There are features in Salesforce most users don’t know about, which can make their life easier and work quicker. Also reason why I hate to use record types as much as possible. And things I usually forget to tell new users. Edit multiple records at once It was here forever, in Classic you had to enable itRead More…

How force users to change Opportunity stages your way

Time to time we have some nice challenges to solve and this one is one of them. It perfectly shows whether you are really ready to be an architect or maybe whether you just know the differences about all the different tools we have in Salesforce. The challenge was pretty simple – do NOT allowRead More…

How to login to Salesforce?

Obvious, right? Go to login page, enter name and password and you are done. At the same time I would say this is THE area which separate small implementations from the bigger one. What is possible, what we need to do? Name and password Go to Salesforce website and top right corner. Or go to login.salesforce.comRead More…

Tips & Tricks for Salesforce

Last year I decided to put together a series of some small and simple tips how to improve your Salesforce instance. You know, that 1 % of improvement every months which will make it way better at the end of the year. And also to cover things we quite often skip during the implementation as their to need/time/will/whatRead More…