Comparing web-based form products for Salesforce
Compares FormAssembly, FormSite, Gravity Forms, Jotform Titan and Zapier + talks about various Salesforce Admin considerations
My Domain and Enhanced Domains (hot take!)
So you've got the email from Salesforce entitled: "Prepare for Enhanced Domains Deployment Beginning in Winter ’23 Release" Hopefully this hot take can break it down for you, and explain what it means. Disclaimer: usually my published pieces are fact checked to the...
Exam Taking – Get the Accommodations You Need!
Did you know that Salesforce has a series of accommodations (allowances) for those with any kind of medical issue? #Neurodiversity #Dyspraxia #ADHD
What makes a (not so) good Salesforce implementation?
Every now and then I come across horror stories (or plain tales of disappointment) of Salesforce implementations not going well. How come this keeps happening despite everyone’s best intentions? Here are a couple of typical examples along with insights how things can...
Personal Viewpoint: When to apply for a job, the changing nonprofit sector; and food!
Recently, I wrote that Community Conferences are “where it’s at” (the current Big Thing). That was only one half of the blog. Today I want to give specific examples from the most recent conference I attended, YeurDreamin’. It’s not just the technical talks which were...
Community Conferences: The best thing in the Salesforce ecosystem right now (and why!)
As we (sort of) come out from Covid, people are prioritising which events they go to. This post is all about Community Conferences. If you’ve never been before I’m going to explain what they are, and why - for many - they are now a better destination than World Tour...
An update #Awkward!
One of the caps I wear, is being a co-leader for YeurLeadin, which aims to help the more involved person in the Salesforce ecosystem. Here I reproduce a recent YeurLeadin blog, which reflects upon what the status is for community events in 2022, as we transition to...
Trying New Things and Taking Measure
Welcome to the story of the Volunteers for Nonprofits group, which is closing down after 16 months of operation. I wanted to share my experience, in case it helps others with their own projects. It also helps me process my thoughts on the adventure. Background Back at...
A Salesforce Consultant’s Journey with Neurodiversity
Ever wanted to scream “Why did no one tell me?” Well, I did. I was with half a dozen friends late last year, and they were not acting with the shock, curiosity, or (perhaps) sympathy that I expected. Having known them for over 20 years, I had just announced that I...
How to handle low user adoption
Salesforce is a great platform but it becomes useless if no one uses it. The problem of low user adoption has many causes and there are several ways to tackle this issue. You can try different strategies or you can use the advice from an experienced professional. Here...
How I Overcome Social Anxiety To Maximize Salesforce Networking Opportunities
Over the last few years I have I reflected on my experiences with networking in the Salesforce ecosystem and why networking is becoming increasingly vital. I want to return to this topic, capturing the insight and coping strategies that I’ve since uncovered. Read more...
Covid & User Groups – Counting the Impact
How’s your pandemic going? Judging by my conversations with European Community Group Leaders, not so great; or at least it’s causing a recalibration of priorities. In this piece, originally published by YeurLeadin, I’m thinking out loud. Maybe you agree, maybe...
True to The Core – thank you Scott!
"In speaking to leaders in support and product, there's a general philosophy that if there's a perceived bug/issue from our customers and our response is that it's a limitation, then we should ensure that limitation is documented and point you to it. There's work to...
Salesforce Experience Cloud – Licences Deep Dive
Want to know the different license types of Experience Cloud license available? There’s plenty of options, so hopefully, this will help you navigate your way through the choices available. I also cover license features and differences, use cases, what isn’t allowed...
Salesforce Platform Licenses – Extend Salesforce to Your Whole Organisation
There are lots of different Salesforce licenses for the core Salesforce platform. Platform Starter and Platform Plus (until very recently known as Lightning Platform and Lightning Platform Plus licenses) are the ‘new kids on the block’, available for Enterprise...
Reporting Hidden Secrets
Do you want to know what’s the right question to ask…then this talk has it all for you. I focus on reporting, but my most favourite concepts can be applied to just about anything Salesforce-discovery related.
3 minute insights
Elements.Cloud has recently released an Inspiring Excellence app. Described as "TikTok meets Trailhead", I was invited to contribute. If you want to hear 3 minute talks about: The very first thing I do when I access an OrgUnderstanding Salesforce evolution through a...
Your Complete Guide to Salesforce Lightning Email Templates
Do you like receiving plain text emails from businesses, or does it look a bit shabby? Salesforce comes to the rescue with Lightning Email Templates. Using the Lightning email builder, built on the Salesforce platform, you are able to insert fields into email...
Nooks – a cool new meeting and “work” platform
The post below was originally posted on YeurLeadin; it's reproduced here as I found the platform we were using this time for our online meeting to be amazing. This isn't paid product placement (I don't do that). Just celebrating something that's wonderful. As well as...
Freelance Admin/Consultant – Rescuing an Org (Your First Days)
Fresh from Consultancy Dreamin, here you can catch up with Paul's presentation, where he lets you know what you need to do when arriving at a new gig as a solo consultant: the signs you should be looking out for, who you should be talking to, and top tips to hit the...
Ensure Emails Sent from your Salesforce Org are Delivered! Salesforce Email Deliverability Tips
Do you send automated emails alerts, whether triggered by Workflow, Process Builder, Flow or Apex? Anyone using “send list email”? Are your service desk agents sending individual emails from Salesforce, to customers? Do you know if these emails are being received and...