Risks of Self Implementing Salesforce
A look into some of the risks associated when deciding on whether to self implement Salesforce.
Relate an Activity to Multiple Whats
Ever wanted a simple way to add more than one RelatedTo record to an Event? Keep reading.
Project Appreciation - Episode #270 of CloudFocus Weekly
Some appreciation for all things Midwest Dreamin' as well as some hidden GTD® projects and Justin cheats.
Permission Sets in a Lightning World
If you know me, you know I love Permission Sets. They are my favorite non end user facing feature on the Salesforce platform. It’s a geek thing I guess, but give me some granular permissions to rollout to specific users, and I’m a happy camper.
PepUp Tech Salesforce Bootcamp - A Rewarding Experience
A quick recap and some realizations after volunteering as a lead teacher on the last day of the four day Salesforce BootCamp organized by PepUp Tech and hosted by Monroe College.
One "Soft" Skill Every Salesforce Professional Needs
Learning how to identify projects and break down next actions is an indispensable skill for all Salesforce professionals to cultivate, both for career success and personal satisfaction.
Natural Planning Model - GTD® Series Part 2 - Episode #266 of CloudFocus Weekly
Second, of our four-part series, we dive into the GTD® natural planning model.
My Salesforce Resolutions for 2017
It’s time to get carried away setting some ambitious goals for the new year. Make sure to include some Salesforce goals among your resolutions this year.
Mind-Body Fitness and Salesforce
Midwest Appreciatin'
I was thrilled to be a part of the Midwest Dreamin’ (MWD17) planning team this year, and experiencing the other end of one of these community dreamin’ events has given me an even greater appreciation of them.
Making Change in Banks - One Spreadsheet at a Time
Prying legacy spreadsheets out of the hands of a banker is not an easy task.
Let's be Real about Salesforce Sandboxes
Practical arguments for why (and how) to configure responsibly.
Learning Roadmap - Episode #260 of CloudFocus Weekly
Different ways people learn, data migrations from Raisers Edge, Salesforce Equality awards and Lightning Roadmap.
Kill Command - Episode #258 of CloudFocus Weekly
Back to our 2017 Salesforce resolutions, thoughts on Trailhead Super Badges, GTD® Yearly Review and things Google killed but not Slack.
HEDA Our Warning - Episode #261 of CloudFocus Weekly
More Lightning ideas, using cases in Sales Cloud, a look at HEDA and Hulu's new streaming service.
GTD® Yearly Review
Goodies for Admins in the Salesforce Summer 17 Release
I pick out some special Summer ‘17 treats for Salesforce Administrators.
Getting Started with Speaking at Events
Speaking at an event is a rewarding experience, and there are countless opportunities within the Salesforce community to put yourself out there, if you’re open to it.
Family GTD®
A look at incorporating Getting Things Done® (GTD) into your family life, from significant others to offspring.
Duplicate Destinations - Episode #259 of CloudFocus Weekly
A trip down memory lane of Destination Success 2017, dealing with duplicates and a top 10 list as well as issues with Work.com licenses.
Dreamforce Countdown - Episode #274 of CloudFocus Weekly
Top reasons to go to Dreamforce 2017, sending email in Lightning list views, DF17 band, goodbye AIM.
Dreamforce 2017 Recap
Another year, another Dreamforce in the books. Proud to say this was my tenth Dreamforce in a row, and to my surprise, this was one of my favorite conferences. Here’s a few things that caught my eye, as I reflect back on the week that was DF17.
Dreamforce 17 Wrap Up - Episode #277 of CloudFocus Weekly
Dreamforce 17 has come and gone so we go over our favorite things, new announcements and all the fun.
Dreamforce 17 - Where Words Meet Actions
Dreamforce 2017 has come and gone. How do we meet the challenge and truly become Trailblazers for the next generation as it was expressed throughout the Dreamforce conference?
Dreamforce 17 Predictions - Episode #276 of CloudFocus Weekly
Looking into the crystal ball to make some Dreamforce 17 predictions.
Dreamforce 17 for Community Banks
Community Banks will have a full agenda this year at Dreamforce.
Dreamforce 17 for Administrators
Dreamforce has something for everyone. If you’re an Administrator, there is a lot in store for you this year. Let’s take a look at what Dreamforce ‘17 has to offer.
Dream the Dream - Episode #269 of CloudFocus Weekly
Back after our tour of GTD®, we are catching up on blog posts and talking about our time at Midwest Dreamin' 2017.
Customize Your Chatter Feed with Streams
How a small quality-of-life change in Chatter can make a big difference to your Chatter feed and your inbox.
Contributing To Open Source Projects As a Learning Tool, Part 1
If you’re interested in learning how to code Apex, Visualforce, and Lightning Components, the many open source projects on the Salesforce platform are a great resource. What is Open Source, and how is it used on the Salesforce platform?