Ah, the VLOOKUP. Salesforce has a lot of different formula functions, and this one may be the trickiest. Even in my experience, I haven’t had many chances to make good use of it. So what does VLOOKUP do? And how can you use it to enhance your org? VLOOKUP lets you find data…
Read MoreSalesforce’s email template builder is pretty easy to use…that is until you try to pull in information from related objects. In a recent situation, I was building an email template for a client who wanted very specific information to be pulled into the email. The object that the email template was being launched from was…
Read MoreSalesforce releases are big news, and they bring about new features that make everyone happy. (Check out this recent blog post on my favorite features from the Summer ‘15 Release Notes if you haven’t yet.) These Salesforce releases happen 3 times a year and mean that there is a new API revision for everyone to…
Read MoreSo you are trying to build a ridiculously complex report that will be pulling different kinds of information from several standard and custom objects, and you are beginning to feel overwhelmed. Have no fear–that joined report will make a lot of sense once you understand some basic concepts. When you are first creating a…
Read MoreThere is not much I don’t like about the Salesforce Lightning Process Builder. I’ve already mentioned how I love the flow layout and the abundance of actions. But with the release of Summer ‘15 and the latest Process Builder updates, I find that this tool keeps impressing me while also making my job easier. The first…
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