Salesforce reporting has some amazing capabilities. With just a few clicks we can see our key accounts with open opportunities, our leads with upcoming activities due, and our contacts with recent call logs. These are all-inclusive asks and can be run fairly intuitively. ...
Quick how-to guide to using Salesforce Inspector In a previous post, I had introduced a favorite tool of mine called Salesforce Inspector. In this post, I’d like to dig into this tool a little deeper. I will share some of the specific ways it’s helped me save time (and ...
Plugins for Awesome Salesforce Admins As a Salesforce admin for a managed services provider, I’m always on the lookout for tools that will make me more efficient at what I do. Over the past several years, both as a Salesforce admin as well as previous experience in other ...