Update: With Spring ’18, there is a new feature that will allow for taking advantage of mass checking records that meet duplicate criteria and for duplicate record set management.  For more information, check out the release notes! So you’re excited to take advantage of the new duplicate management features, […]

Cleaning Data – Getting Duplicate Rules Active (when failing activation)

Do you ever find it hard to get a list of who has what permissions inside of Salesforce?  Don’t worry, I’ve been there.   There are several objects on the backend that can help you determine this information and, with a little excel magic, you’ll have great documentation or a […]

Who has what permissions?!

So you’ve just upgraded your version of Professional Edition to Enterprise or you’re hoping to do so in the near future. So what do you do now? One feature, one that’s very, very important to businesses today, is the ability to control who can do what.  For example, you want to […]

PE to EE: Creating a Profile

Okay, who else has been #StruckByLightning?  It’s okay, raise your hand!  I got hit three times tonight.  Let me tell you about some of the awesome features that I found when doing the prerelease treasurehunt.   1. Assistant This was called the “Salesforce version of Jarvis” during the viewing party.  […]

Struck By Lightning

In the world of the Salesforce Administrator, it’s important that users are able to connect to the applications that interface with your system on a daily basis.  However, when was the last time that you checked which applications are connecting to Salesforce?  This is a section in Salesforce that I […]

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