Monthly Archives: July 2015

Nonprofit Salesforcers: Do these 3 Things by Monday!

Going to Dreamforce? Great, I’ll see you there! To start your adventure off on the right foot, do these three things by Monday: 1. Determine your Dreamforce goals. Do you want to learn about Custom Report Types? Do you want to meet with vendors of event management apps on the Expo floor? Need to boost […]

The Case Against Validation Rules

Salesforce validation rules have been on my mind recently, especially as I’ve been continuing to study some of my favorite things: Essentialism (book report coming soon!) The Konmari method (http://tidyingup.com/) and Getting Things Done Some things these productivity methods and approaches to life have in common (basically) are: The KISS principle: Keep it simple, silly! […]

My First Formula

If you haven’t been a Salesforce Administrator for long, you might not be sure where to start to up your game. Maybe you can add fields and edit page layouts, but you want to do more. I started with formula fields, and they were my gateway drug to so many more great things that Salesforce […]