Process Builder: It's not the future, it's now

Move Related Lists On Lead Convert

Process builder has been gaining more and more popularity and quickly becoming an Admins best friend.  With that, it’s fun to think about all the things you can do with Process Builder you couldn’t do with workflow rules.  One of my favorite use cases, solve a long time Admin pain point, the fact that custom related lists do not carry over on Lead convert.LeadRelatedList_RelatedListOnLeadConvert That’s right, with process builder all the records with a custom lookup to leads that you lose on your contacts no longer have to be lost, and here is how you do it. Continue reading

It's OK, Your Data Isn't Gone Forever

Backing Up Your Org

Have you ever wondered what to do if something goes wrong and you lose your Salesforce data?  Well, good news for you, you aren’t totally screwed, bad news, it isn’t cheap and you can’t get all of it back. Now, before going through the details on how to recover your data, let’s first review how we can prevent this situation from happening again. Even if this is a crazy-random-happenstance that you don’t think will happen to you, reading best practices is a good refresher for everyone.

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Do you ever wish reports didn't have footers?

Do You Ever Wish You Didn’t Have Report Footers?

Don’t you just hate when you export your report from Salesforce and start analyzing your data; you, insert table, add a pivot table, and then you realize… you forgot to delete the footer.  UGG! Now you need to find the rows in you data and punching+laptopdelete them. But how many are there? Where are they?  

BLEH!  You don’t need this stress, so don’t let it happen. Remove the disclaimer footer from your report exports as default, and never worry about finding the rows in your data again.

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