If you haven’t already, you may want to read my post on Processes before digging into this one. Consider it “Part 0” in this series. Abstract This is an exciting time! We as admins, SFDC geeks, etc. are currently able to reap the benefits of Salesforce’s 50th release: Summer ’16. More than 200 new […]
Posts in category How To
Customize Mass Update and Mass Edit From List View
Abstract So, as luck would have it, there’s this wonderful thing called Salesforce Labs. According to their description on the AppExchange, SF Labs helps “solve tough business challenges fast with Labs apps, free, customizable solutions built by Salesforce employees.” I don’t know about you, but I think that all sounds pretty dang fantastic! You […]
Processes
Abstract Processes. Everything you start, work on and/or finish is part of a process. No exceptions. Starting on something? You’re starting a process. Working on something? You’re working through a process. Finish something up? Congratulations, you’ve just completed a process. Your morning routine. Your drive to the office. Making a meal. Washing your hands. Getting […]
Tasks | How do I Report on Days to Completion
Abstract Ever try to report on how many days typically pass between the date Tasks are created and the date they’re closed? Out of the box, it’s kinda tough to do. Creating a Report that shows an average, min, max etc. value across Records is pretty simple. So long as the data is stored on […]