Salesforce Spring 17 Release Deep Dive
Diving into enhanced functionality with the Salesforce Spring 17 Release.
Salesforce Spring 17 Ideas Delivered
Salesforce continues their promise to deliver on Ideas from the Community in the Spring ‘17 release.
Salesforce Path Evolution and Best Practices
This post delves into Salesforce Path functionality from where it began to present state.
Salesforce Learning Tools for Every Style
Whether it’s the intensive in-person learning experience of Destination Success, some quiet time with Trailhead, or something in between, there are many great ways to learn Salesforce.
Salesforce Duplicate Management Strategy
Let's discuss Salesforce duplicate management strategy, tools and best practices.
Salesforce Data Migration from Raisers Edge
Supporting organizations with data migration from Raiser's Edge to Salesforce’s Non-Profit Success Pack.
Ruh Roh Astro - Episode #263 of CloudFocus Weekly
Some rapid reactions to Summer 17, permission sets, WWDC predictions and cartoons taking over.
Risks of Self Implementing Salesforce
A look into some of the risks associated when deciding on whether to self implement Salesforce.
Relate an Activity to Multiple Whats
Ever wanted a simple way to add more than one RelatedTo record to an Event? Keep reading.
Project Appreciation - Episode #270 of CloudFocus Weekly
Some appreciation for all things Midwest Dreamin' as well as some hidden GTD® projects and Justin cheats.
Permission Sets in a Lightning World
If you know me, you know I love Permission Sets. They are my favorite non end user facing feature on the Salesforce platform. It’s a geek thing I guess, but give me some granular permissions to rollout to specific users, and I’m a happy camper.
PepUp Tech Salesforce Bootcamp - A Rewarding Experience
A quick recap and some realizations after volunteering as a lead teacher on the last day of the four day Salesforce BootCamp organized by PepUp Tech and hosted by Monroe College.
One "Soft" Skill Every Salesforce Professional Needs
Learning how to identify projects and break down next actions is an indispensable skill for all Salesforce professionals to cultivate, both for career success and personal satisfaction.
Natural Planning Model - GTD® Series Part 2 - Episode #266 of CloudFocus Weekly
Second, of our four-part series, we dive into the GTD® natural planning model.
My Salesforce Resolutions for 2017
It’s time to get carried away setting some ambitious goals for the new year. Make sure to include some Salesforce goals among your resolutions this year.
Mind-Body Fitness and Salesforce
Midwest Appreciatin'
I was thrilled to be a part of the Midwest Dreamin’ (MWD17) planning team this year, and experiencing the other end of one of these community dreamin’ events has given me an even greater appreciation of them.
Making Change in Banks - One Spreadsheet at a Time
Prying legacy spreadsheets out of the hands of a banker is not an easy task.
Let's be Real about Salesforce Sandboxes
Practical arguments for why (and how) to configure responsibly.
Learning Roadmap - Episode #260 of CloudFocus Weekly
Different ways people learn, data migrations from Raisers Edge, Salesforce Equality awards and Lightning Roadmap.
Kill Command - Episode #258 of CloudFocus Weekly
Back to our 2017 Salesforce resolutions, thoughts on Trailhead Super Badges, GTD® Yearly Review and things Google killed but not Slack.
HEDA Our Warning - Episode #261 of CloudFocus Weekly
More Lightning ideas, using cases in Sales Cloud, a look at HEDA and Hulu's new streaming service.
GTD® Yearly Review
Goodies for Admins in the Salesforce Summer 17 Release
I pick out some special Summer ‘17 treats for Salesforce Administrators.
Getting Started with Speaking at Events
Speaking at an event is a rewarding experience, and there are countless opportunities within the Salesforce community to put yourself out there, if you’re open to it.
Family GTD®
A look at incorporating Getting Things Done® (GTD) into your family life, from significant others to offspring.
Duplicate Destinations - Episode #259 of CloudFocus Weekly
A trip down memory lane of Destination Success 2017, dealing with duplicates and a top 10 list as well as issues with Work.com licenses.
Dreamforce Countdown - Episode #274 of CloudFocus Weekly
Top reasons to go to Dreamforce 2017, sending email in Lightning list views, DF17 band, goodbye AIM.
Dreamforce 2017 Recap
Another year, another Dreamforce in the books. Proud to say this was my tenth Dreamforce in a row, and to my surprise, this was one of my favorite conferences. Here’s a few things that caught my eye, as I reflect back on the week that was DF17.
Dreamforce 17 Wrap Up - Episode #277 of CloudFocus Weekly
Dreamforce 17 has come and gone so we go over our favorite things, new announcements and all the fun.