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How to Create Salesforce Custom Report Types: 3 Popular Examples

Reporting is arguably the most powerful feature in Salesforce, providing a clear picture of what is happening within the business. There are two types of reports in Salesforce: Standard reports and Custom report types. Salesforce provides us with a huge collection of standard report types… Read More

The post How to Create Salesforce Custom Report Types: 3 Popular Examples appeared first on Salesforce Ben.

Snowmelt Meetings: Why I’m Meeting With My Team Even More Right Now

“When spring comes, snow melts first at the periphery, because that is where it is most exposed”Andy Grove This quote comes from Andy Grove, Intel’s former CEO, and which I was reminded of in the most recent book I finished reading, Seeing Around Corners by Rita McGrath. The idea is that snow melts first from …

Salesforce & Simplus: Building an Amazing Culture Remotely [WEBINAR]

How do you bring together 600 employees working remotely on four continents, representing 17 nationalities, and speaking 20 languages under one corporate umbrella? You start with work culture. Do your employees know why the company exists? Do they understand the role they play in its… Read More

The post Salesforce & Simplus: Building an Amazing Culture Remotely [WEBINAR] appeared first on Salesforce Ben.

What is Salesforce Military? How Everyone Can Get Involved

Salesforce Military (formally Vetforce) is a way to support our armed forces, serving, veterans and spouses looking to kickstart a career in Salesforce. The armed forces of our nations never stopped giving to us, therefore Salesforce never stops giving to them. This initiative is one… Read More

The post What is Salesforce Military? How Everyone Can Get Involved appeared first on Salesforce Ben.

Do Not Contact Notification Banner for Salesforce Users (Lightning Component)

I’ve spent a lot of time thinking about and building processes around communication preferences and making sure we are able to capture these preferences in the right way. One thing I hadn’t really thought about until recently, however, is how to display communication preferences to… Read More

The post Do Not Contact Notification Banner for Salesforce Users (Lightning Component) appeared first on Salesforce Ben.

Admin2Architect: From Salesforce Admin to Becoming a Salesforce Architect

Many Salesforce Admins are making the transition to Salesforce Architect roles. Architect roles come with more pay, an opportunity to solve problems that are larger in scale and scope, and the authority to define vision and strategy. Salesforce Administrators are in an excellent position to… Read More

The post Admin2Architect: From Salesforce Admin to Becoming a Salesforce Architect appeared first on Salesforce Ben.

Salesforce CPQ Toolbox: 3 Integrated Tools to Improve CPQ

Products like medical devices or manufacturing equipment are often highly configurable. That variability makes the sales process tricky for both the buyer and the seller: custom products can’t be visualized, adjustable pricing complicates financial reporting, and complex billing requirements may discourage customers.  No matter how… Read More

The post Salesforce CPQ Toolbox: 3 Integrated Tools to Improve CPQ appeared first on Salesforce Ben.

Summary Formulas vs Row Level Formulas in Salesforce Reports (+ Examples)

In the Lightning Report Builder, Salesforce provides two different formula types: Summary Formulas and Row-Level Formulas. They sound similar, but have distinct differences between them! Formulas can be used in reports for grouping records, calculations, or to compare data within a record. Summary Formulas go… Read More

The post Summary Formulas vs Row Level Formulas in Salesforce Reports (+ Examples) appeared first on Salesforce Ben.

#NovelEconomy: Transforming the Salesforce Implementation Lifecycle to Prepare for the Post-COVID World

Many industries recognize that they are going to have to change their business models, not just a stop-gap for the next few months, but permanently change the way they operate. For some, this has been a function of demand evaporating (which will be very slow… Read More

The post #NovelEconomy: Transforming the Salesforce Implementation Lifecycle to Prepare for the Post-COVID World appeared first on Salesforce Ben.

In-Person, or Virtual, Sun Never Sets on Salesforce Ohana!

Last Updated on June 23, 2020 by Rakesh Gupta Join Virtual Dreamin to experience a 24hrs extravaganza! The Event starts at 10:00 AM EST  16th May 2020 with keynotes by Leah McGowen-Hare & Peter Chittum. This treat will be followed by another feat – … Continue reading →