External Account Hierarchy Error: This account must have portal roles associated with it that match…The ChallengeOct 26Oct 26
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 61Jul 61
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 8Jun 8
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 11Apr 11
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 25Jan 25
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
From “Nope, not happening” to “Mic check, one-two” on the StagePublic speaking has never been my jam, but I’m not here to drop wisdom on how to rock the stage. I’m just here to give you the lowdown on…Aug 28, 2023Aug 28, 2023
