Today, we’re diving into Volunteers for Salesforce (V4S) – a volunteer management app that sits on top of Salesforce NPSP.Continue reading “Volunteers for Salesforce (V4S): What it Does, Why it Works & How to Get it”
Background: I’m working with an org to help them get Volunteers for Salesforce up and running. So I did what any well-intentioned Salesforce volunteer would do. I went to Trailhead, since it wasn’t something I had implemented before!
Scenario: Using my own developer org (free, personal Salesforce instance), I walked through the following Salesforce Trailhead modules, in this order:Continue reading “Volunteers for Salesforce (V4S): Troubleshooting the Volunteer Job Signup page”
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?
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.Continue reading “Where to Go When You’re Stuck with a Salesforce Question”
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.Continue reading “The Best Salesforce Troubleshooting Secret: Login As User”
My story about studying for the Salesforce Advanced Admin 301 exam, and the mistakes I made along the way. 😬
Gang, I recently got my Salesforce Advanced Admin Certification. And to be honest, it was a bit of a mess getting there! 🤪
So I’m sharing my story for anyone who might benefit. That includes the mistakes I made during my prep, and the last minute changes that helped me turn things around before exam day.Continue reading “How I Passed the Salesforce Advanced Administrator Certification Exam ”
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.Continue reading “Why You Should Use Salesforce Sandboxes (& How to Start)”