August 1, 2018
After much effort, my Salesforce course “Accidental Admin: Reports and Dashboards” is finally online!! This course takes the student through both Classic and Lightning, and breaks […]
Tips, Info, and News on all things Salesforce
June 10, 2018
This will have implications for those using Service Cloud, and for others that use this feature. Case Comments is actually an Object – you can create […]
April 6, 2018
I’m really happy to announce that I’ve published a PluralSight Salesforce Play-by-Play video called “Salesforce Survival Tools for the Accidental Admin”. You need a PluralSight account […]
March 6, 2018
What’s the only kind of training class that Salesforce.com does not offer? User training. Sure, there is Trailhead, but in our experience, users don’t go there […]
February 26, 2018
Well, I’m calling these ‘secret’ because they are not mentioned in the Release Notes, but these are very useful. I’ve been writing questions for the Release […]
December 3, 2017
Salesforce is retiring the legacy Web-to-Lead and Web-to-Case Endpoints on Jan 12, 2018. Salesforce client websites using these features should be checked to ensure that the […]
November 2, 2017
If you are like me, your Orgs have gazillions (large number) of Notes and Attachments. Notes have always been useful, because they are not ‘buried’ in […]
September 11, 2017
Adaptive Sales and Marketing is proud to announce the formation of a strategic partnership with Emerald Resource Group and Smallbizsaleforce.com. Together we will be opening a […]
April 5, 2017
Global Picklists are a very useful thing, especially when you have a custom picklist with LOTS of values. Recreating those is time consuming. But now there […]
March 8, 2017
There are some very useful Chrome extensions for Salesforce users. Here are a few that I use and have found to be great tools. 1. Force.com […]