Tag Archives: Salesforce

The Best Salesforce Troubleshooting Secret: Login As User

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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How I Passed the Salesforce Advanced Administrator Certification Exam [2020]

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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The Quick & Easy Way to Manage Duplicates in Salesforce

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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6 Things Nonprofit Salesforce Admins Can Do for Themselves During This Crisis

A lot of us Salesforce peeps are shifting our org strategy right now. For good reasons.

But while we’re getting into crisis-response-mode for our orgs, it may be worth evaluating how we’re personally handling things too. What can we be doing as Salesforce professionals to either develop further, build connections, or just plain distract ourselves from the chaos that’s currently happening?

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How Can Nonprofit Data Admins Best Serve Their Orgs?

Everyone’s in rapid response mode right now.

Nonprofits are scrambling to keep their programs running. On a personal level, many of us are bracing for what’s to come with this pandemic. So it’s really no surprise that the org database is the last thing on anyone’s mind…except for us.

By “us”, I mean anyone who leads on data or systems thinking for a nonprofit: database coordinators, Salesforce admins, accidental admins, data managers, and the lot.

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