Where to Go When You’re Stuck with a Salesforce Question

Real advice on how to answer a question using the Salesforce Help site.

When you have a Salesforce q, where’s the first place you go to find the answer?

Credit: Giphy

Sure, Google is the obvious choice. And if that doesn’t pan out, we’re only one case away from speaking with Salesforce Support.

But the Support route isn’t always the fastest. And while googling may be our lifeline, it becomes less helpful if you’re not familiar with how the Salesforce Help Site works.

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The Best Salesforce Troubleshooting Secret: Login As User

Salesforce has lots of great troubleshooting features. But this one completely takes the cake.

When someone comes to you with a Salesforce issue, what’s the first thing you do to troubleshoot? 

If you asked me this question 4 years ago, my answer would not have been great. 

User issues were a chore when I was a new admin. First, I’d need to go back & forth with the person, just to fully understand what was happening.

Then, I’d realize the solution was hidden somewhere in the Narnia that is Salesforce Setup. When you’re not as familiar with Setup, that can feel like trying to find a needle in a haystack.

All this to say…Salesforce troubleshooting is tricky! There’s more to it than what I can fit into 500 words.

But one feature that I LOVE has helped me effectively troubleshoot for years. So I’m making sure you know about it.

Meet your new best friend in Salesforce Setup: Login As User.

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Why You Should Use Salesforce Sandboxes (& How to Start)

Sandboxes are a must-know for any Salesforce Admin, in any sector. Here’s the short version of why you should use them and how to start.

Friends. I have a confession to make.

Some of you know I’ve been a Salesforce Admin at my org for a few years. But for the majority of that time, I made a common rookie’s mistake.

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The Quick & Easy Way to Manage Duplicates in Salesforce

Duplicate record sets can be a low-lift, high-impact feature for maintaining your org’s Salesforce data. Here’s why you should set them up ASAP.

If you’re a new Salesforce org, or one with a tight budget, make sure you know about duplicate record sets.

Duplicate record sets are a Salesforce feature/object that can detect duplicate records in your instance. They’ll appear as flags on individual records, and can also be included in reports.

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The Trick to Documenting & Explaining Any Complicated Tech Process

You ever find yourself trying to explain something technical to someone, and feeling as if you’re speaking another language?

Good. So it’s not just me.

Being in a technical role, and the only person who understands some parts of that tech, means I get the job of explaining to people why things work the way they do. I’m a nerd about bringing people into my work, so I’m happy to do it.

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11 Fantastic Resources to Help You Get A Handle on Pardot

If you’re new to Pardot or need to get up to speed on what the two of you can do together – here are 9 fantastic resources for getting started.

Okay gang! If your nonprofit has been using Pardot for a while, or just getting started, or maybe even considering it for your org….let’s talk resources.

Pardot (par-DOT) is an email platform by Salesforce geared towards B2B organizations. While that may not sound like your nonprofit, Pardot tends to be the more common Salesforce email platform among our sector.

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