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A Nonprofit Success Story - The Women's Center of Jacksonville

The Women’s Center of Jacksonville dramatically increased their impact with a move to the Salesforce.

Tips from 10 Years on GTD®

My journey starting, using, and trying to master the Getting Things Done® (GTD®) principles over the last 10 years.

How to Report on Salesforce Notes & Attachments

A how-to about reporting on notes and attachments in Salesforce.

Deep Diving Into Salesforce Record Types

One of the more popular uses of Salesforce.com is to manage business processes. Aside from just capturing Contact information and the activities associated ...

Quick and Easy Salesforce Validation Rules

A look at two simple Salesforce.com validation rules that have applications across verticals and understanding the syntax behind them.

Checklist for Disabling a Salesforce System Administrator

It inevitably happens from time to time where your organization’s long-time Salesforce system administrator leaves and you need to deactivate them.

10 Years of Paperless

Some advice, tips, hints, and gear from someone who has been trying to live paperless since 2003.

My Three Extra Digital Brains

How I keep things organized in this day and age of information overload with three extra digital brains.

Deactivating a Salesforce System Administrator

Here's what to do when you need to deactivate a Salesforce System Administrator in Lightning and set up a new one.

Demystifying Salesforce Portals

Salesforce.com delivers high powered portals to your customers and partners bringing together the best of both worlds - your back-end system and data visible ...