Organizations are facing a crucial question: Is classic encryption (included with Salesforce base licenses) enough to protect sensitive data or do I need Salesforce Shield?  Consider this blog your ultimate guide to unraveling the difference between classic encryption and Shield platform encryption as well as the additional features Shield provides. Let's delve into the layers of protection...

Creating efficient formulas can be an effective way to customize your Salesforce org. If you’re an expert in the field, you know that sometimes getting the formula right is the easy part. The challenge, however, can be found months down the road when you’re trying to understand how, and if, the formula works the way you think it does.

Not only does your formula have to work, but ideally, it's...

Validation rules are an important tool in a Salesforce admin’s toolbox to help ensure your precious data stays as clean as possible. Validation rules can be difficult to wrap your head around, but this article provides some tips that may make using this important functionality a little easier.

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. But, sometimes we’re looking for what’s NOT there – and for this, knowing how to make use of cross filters in Salesforce...

Here’s a self-assessment to find out how your CRM environment is working for your company

Whether you’ve been using Salesforce for months or years, your organization has made the strategic decision to invest in an industry leading system. If you are trying to maximize the investment to its full potential, make sure you are not subject to the same issues your organization had prior to this major...

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 hopefully will help you too!)

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 tech roles, I’ve found Chrome plugins are constantly being created to make my life easier. I’d like to share a few of my...