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Patterns
The Salesforce Blog with Tailored Goodness

Tagged: salesforce tips

Keeping your Salesforce Data Safe. (And All Your Data)

As a Salesforce Administrator, one of our jobs is to assure our respective organizations have their data safely stored and recoverable. It’s possible that our responsibilities include ALL of the data in the organization, not just Salesforce.  This blog will investigate some global backup considerations along with Salesforce specific ones. With that said, I advocate…

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The Rise of the Accidental Admin: 14 Things to Consider

With the rise of Salesforce.com has come the rise of the “Accidental Admin.” What is an Accidental Admin, you ask? An Accidental Admin is the person in the company who has traditionally been good with technology and so Salesforce.com administration is added to their responsibilities. Sometimes they are given training and sometimes they are expected…

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Trailhead: The Salesforce Learning Platform

Google used to be the only way to figure out a Salesforce-related problem. You’d have to Google a keyword and then comb through the results, with links to Salesforce documentation and websites like StackExchange. But the times are changing, and there’s a relatively new Salesforce learning platform that provides a more hands-on approach: Trailhead. Don’t…

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Try this Web-to-Lead Form Trick on Your Next Salesforce QuickStart

This web-to-lead form trick is for all you Salesforce professionals who, like me, have run into this recurring situation: Web-to-lead forms that are configured to capture a person’s name and demographics, but lack the ability to provide greater contextual information on the lead.   Let’s back up for a second to this important overview on…

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