Carissa

SOQL Queries Every Admin Should Know

I don’t know about you, but when I need a Record Type Id, I’m not the biggest fan of trying to find it in the URL of the Record Type page. Fear not, admins. There is an easier way than going to User, Profile, or Record Type pages to grab an idea. It’s called aContinue reading “SOQL Queries Every Admin Should Know”

Carissa’s Favorite Summer 20 Release Highlights

No one post can ever encompass all the things, but here are a few that I’m excited about in Summer 20. Come for the release tidbits, stay for the GIFs.

Keep Your Data Clean: Quick Process Builder Wins

My life as an admin has included not only being in charge of how Salesforce is configured, but also maintaining data – whether that’s moving accounts when territory changes are made (without territory management, I might add), uploading lists from trade shows, or making sure information is coming in correctly from integrated services. Process Builder has been around a few years now, but if you haven’t jumped aboard yet, here are some quick processes you can build to save yourself some data maintenance work.

Flow Best Practices

I recently had the opportunity to present a session on Flow to my local User Group. One of the things I prepared – and thought I’d share – was my personal list of Best Practices. (All of these are in addition to the Salesforce Best Practices which I’m sure you are already diligently adhering to.)Continue reading “Flow Best Practices”