This post is the second part of a Formulas-You-Need-to-Know series. If you haven’t seen the first part, you’ll want to start here.
But assuming you’re up to speed, get ready! This is another game changer.
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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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Gang! If you’ve been following me for a while, then you know a bit about my story. Like that before becoming a data princess (real nickname), I was an external-facing relationship manager.
But I wanted to share more about my journey, because I know many of us are reflecting on our careers during the pandemic. Myself included.
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Have you ever spent hours on a spreadsheet & thought “there has to be a better way”?
Then I’ve got bittersweet news. There probably was.
When I started using spreadsheets 6 years ago, I thought they were glorified Microsoft Word Tables. Except they were finicky and I could never get them to look right. 🤷🏻♀️
Fact is, spreadsheets come with tons of powerful functionality. The problem is just that it all sits quietly behind the scenes. And you won’t reap the benefits unless you know how to use some of them.
Enter this post series, devoted specifically to formulas.
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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.
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Automations are like magic to end-users. They inexplicably make life easier.
But for the admins who build them, they can feel closer to rocket science. So it’s no wonder that some orgs take a set-it-and-forget-it approach. Why fix what isn’t broken?
But you never want to wait for something to break to get your attention. Crashed automations can cost your org – if not financially, then at least in data quality or time. (p.s. This is also true for integrations, which are even more delicate since they require third-party access to your data!)
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