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  1. How User Stories Are Sabotaging Your Salesforce Projects and Why That’s Exactly What You Need
    by Bobby Ray Hurd — published Jul 10, 2025 — filed under: Blog, Best Practices, Admin Tips, Custom Development
    User stories can be the crutch of fearful project leaders. True Salesforce consulting requires the guts to shatter the script and solve the real problems.
    Located in Archive / 2025
    How User Stories Are Sabotaging Your Salesforce Projects and Why That’s Exactly What You Need
  2. Learning Salesforce Basics: Tips for New Admins
    by Kathryn Puzzanghera — published Oct 24, 2019 — filed under: Blog, Admin Tips, Lightning Experience, Nonprofit Cloud
    Our tips for getting started and learning the Salesforce basics as a new administrator.
    Located in Archive / 2019
    Learning Salesforce Basics: Tips for New Admins
  3. Moving Beyond the Basics: Taking your Admin Skills to the Next Level
    by Kathryn Puzzanghera — published Feb 24, 2020 — last modified Feb 24, 2020 04:12 PM — filed under: Blog, Certifications, Admin, Admin Tips
    Learn what you need to know to up your Salesforce game and truly become an #AwesomeAdmin.
    Located in Archive / 2020
    Moving Beyond the Basics: Taking your Admin Skills to the Next Level
  4. My Favorite Features from the Salesforce Winter '23 Release
    by Marilyn Delbosque — published Sep 05, 2022 — last modified Sep 15, 2022 05:17 PM — filed under: Blog, Features, Winter 23, Admin Tips
    A few good features can make a big difference; these are some favorites from the latest Salesforce release.
    Located in Archive / 2022
    My Favorite Features from the Salesforce Winter '23 Release
  5. New Salesforce Org Setup Best Practices
    by Mendi Mendez — published Nov 01, 2019 — last modified Nov 01, 2019 10:44 PM — filed under: Blog, Best Practices, Admin Tips
    Here are some of our first and favorite things to do when setting up a new org.
    Located in Archive / 2019
    New Salesforce Org Setup Best Practices
  6. Optimize Omni-Channel Routing Using Waterfall Flow
    by Brandon Van Galder — published Nov 08, 2023 — last modified Nov 30, 2023 09:32 PM — filed under: Blog, Admin Tips, Automation, Flow
    Use an Omni-Channel flow to route and reroute incoming chats to multiple queues based on agent availability.
    Located in Archive / 2023
    Optimize Omni-Channel Routing Using Waterfall Flow
  7. Pardot Tags and why you Should use Them
    by Samantha Safin — published Mar 12, 2019 — last modified May 08, 2019 05:37 PM — filed under: Blog, Pardot, Marketing, Admin Tips
    Pardot tags are a sometimes overlooked tool in Pardot, but they can be used to organize your marketing data and gain more insights from your content and ...
    Located in Archive / 2019
    Pardot Tags and why you Should use Them
  8. Redefining Remote Work: 3 Keys to a Thriving Digital Office
    by Jason M. Atwood (he/him) — published Dec 15, 2023 — last modified Apr 23, 2025 06:12 PM — filed under: Blog, Admin Tips, Skills
    The recent trend of “back to the office” for knowledge workers and the minor bashing of remote work are missing some keys to implementing a great remote work ...
    Located in Archive / 2023
    Redefining Remote Work: 3 Keys to a Thriving Digital Office
  9. Running the Salesforce Marathon
    by Andrew Fretwell — published Nov 11, 2022 — filed under: Blog, Admin Tips, System Admin, Skills
    The skills of a marathon runner can be used by an admin to help users cross the finish line at their organization too.
    Located in Archive / 2022
    Running the Salesforce Marathon
  10. Salesforce Native Email Functionality
    by Kelly Johnson — published Oct 15, 2021 — last modified Oct 25, 2021 03:11 PM — filed under: Blog, Email, Admin Tips, Marketing
    When and why to use Salesforce’s built-in Classic Email, Enhanced Email, and Email Template Builder functionality.
    Located in Archive / 2021
    Salesforce Native Email Functionality
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