Tracking an entire process in Salesforce seems simple. So when my company needed to track a customer transaction from first touch to execution I didn’t break a sweat I knew Salesforce could handle it. Of course that was until we started getting into the nitty gritty of it all, that’s when the gaps started to show up. No worries Button-Click Admins, this post is here to the rescue! The Process/the problem What we needed was a way to track a customer from the moment they submitted a lead form on our website all the way through the transaction (Opportunity) to the point of a contract execution. See what I mean- no sweat right? Well… I’m getting ahead of myself. Let’s start at the beginning when a potential customer submits a form on our website, to capture it I use web-to-lead. And as we all know Salesforce adds a date to

It’s been a couple years now that I have been doing regular webcasts with my users as part of a team communication strategy so that everyone in my company can stay up to date. At Dreamforce ’11 I presented the “7 Habits of a Highly Successful Admin” and our 7th habit was- team communication. At the end of that presentation I was asked numerous times to demo the webinar app that I built for tracking. Of course, due to time I was unable to, but I wanted to pass along the recipe for what I built to get Admins started down the path of tracking their own team communication. The Recipe- what you will need: 2 Custom Objects 7 Custom fields 2 Workflow Rules 2 email templates 1 AppExchange App- optional 4 Reports 1 Dashboard The Objects As mention in the recipe we will need two objects. The first is

This week I am very happy to have Jenna Baze (@RatherGeeky) guest post for me on the Monday AM Admin series. She has a lot to share with us Button-click Admins, so take good notes and be sure to follow her on twitter. – Maybe it’s the girly side of me, but I like pretty things. And the truth is that sometimes data can be boring. Sure, we’ve got attractive dashboards and a new clean user interface, but I yearn for more. So, as a Button-Click-Admin intrigued by code-y things, I’d like to share a few pieces of ‘eye candy’ that I’ve customized for our Salesforce org. Account Sales Google Chart After attending a Salesforce ‘Tips and Tricks’ webinar, I decided to take a stab at leveraging the Google Charts API to add a neat visual to my standard Account layout. In addition to being a nice pop of color

Greetings button-click admins! This week we are in luck, one of our button-click admins Rebecca Sharp- sfdc_nerd -took the next step and tackled the Dev 531 course. I’m pleased to have her guest post on this blog. Becka, take it away… I’ve never guest-blogged before, but I guess I should start by telling you a bit about who I am, and maybe why I wanted to send over a post for this blog. I’ve been a Salesforce admin for just about 5 years at this point, and I sort of just fell into the job. That’s really the best way to explain it. I start off in sales, but just had a natural ability in Salesforce, so I was transferred & have been doing it ever since. I was lucky enough to have a boss that let me play with the versatility of the platform, and I’m pretty much self-taught.