Tag Archives: Salesforce

You asked, I listened: Checkboxes in Pardot

I’ve barely kept the lights on around here in the past few years, but I have noticed I got a few comments asking about checkbox fields in Pardot. And in everyone’s defense I said that they would get a whole post, so…here we are. Checkbox basics Before we bring Pardot into the mix, let’s justContinue reading “You asked, I listened: Checkboxes in Pardot”

What I learned this week: Providers & Self-Signed Certificates

I would say that about once a month I have a client or coworker sending me an email that looks like this and asking “what do I do?” I remember getting my first one of these and panicking, and the documentation available for admins with little knowledge of single sign-on is poor. I am prettyContinue reading “What I learned this week: Providers & Self-Signed Certificates”

Georgia on my mind

I grew up in the peach state, various towns and cities at different times, only vaguely aware that people lived in other states. It’s weird how that happens. When you define a place as Home, it feels strange sometimes to think that there are billions of people out there who not only don’t live near you,Continue reading “Georgia on my mind”

The niche struggle is real

There are so many smart people in the Salesforce Ohana. Seriously. So many. They are in the community, on Twitter, writing blogs, hosting podcasts, just generally being awesome. Need to know how to write a formula? There’s a blog for that. Process Builder trouble? There’s a weekly webcast for that. Prepping for an exam? SoContinue reading “The niche struggle is real”

It’s Official: Sales Cloud Consultant

I bit the bullet last Saturday and took the Sales Cloud Consultant exam. (She writes, as if she hadn’t been studying 1-2 hours per night for the past two months.) I did the online proctoring, something I said I would not do again. But you know the saying about the best laid plans. It onlyContinue reading “It’s Official: Sales Cloud Consultant”

I did a thing: Becoming a Salesforce Admin Story

This is kind of awkward for me, which is weird because I’ve acted and spoken publicly, and I don’t get really bad stage fright. This feels different, though. I did an #AwesomeAdmin video. I was truly honored/humbled to be asked in the first place because, seriously, what do I have to tell people that better smarterContinue reading “I did a thing: Becoming a Salesforce Admin Story”

Lessons Learned: Hide, Don’t Delete

There are benefits to starting at level 0. There’s nowhere to go but up. No one has overblown expectations of what you can do. Learning something new is literally the best thing. No bad habits, all best practices. This was how I started my Salesforce journey…just like everyone else. I took over an instance thatContinue reading “Lessons Learned: Hide, Don’t Delete”

Target Practice: Account targeting in Salesforce

Scene 1 (Barry sits center stage, looking at his computer screen, an Excel spreadsheet with a list of company names, highlighted in different colors. He holds a phone to his ear.) Barry: Scroll to the top of the sheet to the kelly green highlighted accounts. Those are the ones for you. The seafoam green are the onesContinue reading “Target Practice: Account targeting in Salesforce”

West Michigan Women in Tech

February 25th marked the inaugural West Michigan Women in Tech User Group meeting. The first meeting for the West Michigan WIT User Group was snowed out – fitting for where we live. And befitting West Michigan ladies, we just rescheduled. *Snow happens* amirite? Accordingly March 22nd marked the inaugural West Michigan WIT User Group meeting. WeContinue reading “West Michigan Women in Tech”