My Top 3 Day-to-Day Productivity ToolsAs someone who’s not exactly the most organized (if my partner got a dollar every time they had to help me find something, they’d be rich)…Jan 17Jan 17
External Account Hierarchy Error: This account must have portal roles associated with it that match…The ChallengeOct 26, 2024Oct 26, 2024
Impact Analysis for Salesforce Admins: Why It Matters and How to Do ItDisclaimer: This article is written in collaboration with Salto. Consider this blog a preview — the full article is linked below.Jul 6, 20241Jul 6, 20241
New Org, Who Dis?Whether you’re a Salesforce admin, developer, or consultant, a quick audit of a Salesforce org can help you scope out the situation and…Jun 8, 2024Jun 8, 2024
Leveraging Salesforce to Manage My Side GigsAs some of you know, I’ve been working part-time as an independent Salesforce Consultant while traveling around since September and I’ve…Apr 1, 20241Apr 1, 20241
Integrating Intercom Chatbot with Salesforce Experience CloudIn one of my recent projects, I worked on integrating Intercom Chatbot with Salesforce Experience Cloud for site visitors. Surprisingly…Jan 25, 20241Jan 25, 20241
Standardizing Phone Numbers for Salesforce Import Using Google Sheets FormulasWhen it comes to importing data into Salesforce, one common hurdle is the inconsistency in phone number formats. Variations such as…Dec 1, 20231Dec 1, 20231
Use Excel Formula to Standardize States for Salesforce ImportHave you ever found yourself tasked with importing unruly data into your systems, as is evident in Column C? In this article, I’ll walk you…Nov 18, 2023Nov 18, 2023
Crafting Successful Salesforce Flows — Insights from a Flow FanaticDid someone say Flow checklist? Yup!Nov 14, 2023Nov 14, 2023
Using Translation Workbench to Override Labels in Managed PackagesHave you ever run into labels that you can’t change? There might be a workaround! Translation Workbench allows users to override labels…Sep 27, 2023Sep 27, 2023
