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Tagged: salesforce tips

The Rise of the Accidental Admin: 14 Things to Consider

With the rise of 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 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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Creating ZIP Files in Salesforce

I was recently tasked with the challenge of creating ZIP files in Salesforce and saving them as attachments on records. In case you didn’t know, Salesforce doesn’t natively support doing this seemingly simple task within Apex. That means I was left to come up with a more clever solution…   The goal of this particular…

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