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 […]

How’s your summer going? Mine is going awesome, thanks to earning my most recent Salesforce Trailhead badge at last week’s ELEVATE workshop at Salesforce HQ in San Francisco! Did you miss it? Don’t worry, there are dozens of ways you can boost your Salesforce success this summer with in person workshops and events, user group […]

Are you a Salesforce administrator, developer, user, or enthusiast with too many tasks on your hand and not enough hours in the day¬†to accomplish them? Here are a few apps, tools, and tips to boost your Salesforce productivity so you can focus your time on what really matters. Can’t Live Without: Cirrus Insight. Since I […]

Ahhhhhhhhhh! It’s *already* time for another Salesforce release??!? If you’re anything like me, you may struggle a bit to keep up with the increasing size and complexity of Salesforce’s three major releases a year. Summer ’15, for example, has over 225 new and improved features included. But fear not! With these three tips you can […]

If you’re a busy nonprofit Salesforce administrator, developer, or consultant like me, you may be more comfortable creating new fields and planning what Dreamforce sessions to attend instead of consistently and thoroughly prioritizing user feedback. But listening to users is at the heart of what we do. Why? Salesforce is easy to customize to meet […]

In your nonprofit Salesforce admin toolkit, a weekly backup is a must. Although I completely trust Salesforce’s security to store your data, having a weekly backup makes me feel extra confident in case anything goes wrong on my side of the data equation. Here are some examples: I perform a major import of new data, […]

Every nonprofit and foundation client I have here at Longshore Consulting has heard me talking about my favorite podcast, so I realized I should share it publicly, along with why listening to it will make your Salesforce life better. The best podcast for nonprofit Salesforce users, system administrators, consultants, and developers is¬†Cloud Focus Weekly. Here […]