This post concludes the Core series aimed at increasing awareness for much needed feature upgrades by Salesforce on core items users utilize daily. I would like to personally thank Andres, Jane, Matt, and Tal for writing great posts and to everyone who voted for the core idea on the IdeaExchange. Please visit (if you haven’t already) the original idea and promote it. Hey can we?… It’s no secret that I love training new users. The excitement and potential that they show always recharges my Salesforce batteries and sometimes they give me challenge- which is always good. Too often, lately at least, the challenge has been in relation to tasks and events. Recently Salesforce rolled out the ability to attach files to activities, while that was nice we really need a more comprehensive approach to this critical feature. Let’s start with the basics My organization- as well as yours- utilizes tasks to

Our series devoted to improving core Salesforce features continues this week with a post from Salesforce MVP Tal Frankfurt. Tal is the Founder/CEO of Cloud for Good, a salesforce.com consulting partner specializing in nonprofit organizations and educational institutions. He is very involved in the Salesforce community; he is one of the first members of the Salesforce MVP program, the founder of the Salesforce Nonprofit User Group in Israel, and the founder and leader of the Salesforce Nonprofit User Group in Tennessee/Arkansas. Thanks for contributing to ButtonClickAdmin, take it away Tal! What about the Marketing Cloud? Salesforce.com is great about enhancing existing features and releasing new functionalities, however, I have been wondering for a long time about the absence of the Marketing Cloud. Therefore, I was very excited when Mike asked me to write a post as part of the “True to Core” series. I chose to focus on the Campaign

This week ButtonClickAdmin is proud to have a guest post by Matt Brown, Salesforce MVP and Salesforce Admin for Blackboard Inc. He is very active on the Salesforce Community Answers board, in fact I bet he’s at the top right now. So I consider him one of the go-to guys when I’m in a jam or need an answer and if you don’t follow him on twitter, I’d suggest doing that as well. Ok, enough of me take it away Matt! I am a Salesforce Admin for a company of about 600 users that engages in 3-6 acquisitions per year. This means the cleansing and migration of data, the mapping of fields, the installation of custom metadata components, the adjustment of any business processes and the setup of new users. These new acquisitions can require simple rip the band aid off migrations with no data and only training necessary while

Our look at core feature upgrades continues this week with a guest post from Jane Isaac, a Senior Consultant with akaCRM. Jane has worked with Salesforce for over 7 years and has twice presented at Dreamforce. In her career Jane has been recognized for her innovative use of the Salesforce platform to gain efficiencies, developing new tools and automating processes. My experiences with Salesforce started in 2004 when I was a sales person who had to enter all my “stuff” into Salesforce. A few months later, I was promoted to a Sales Manager so I depended on Salesforce to manage my team. However, my REAL love affair (yes, my husband knows about this) with Salesforce began when my boss had me take over the Administration of the system (while I was still managing a Sales Team). I went to Administrator training in NYC and was thrilled to take on this