We are happy to announce the launch of The RingLead Round-Up! Your weekly source for the web’s most valuable resources on all things data, sales, and marketing. In this first installment, we will explore topics, tips, and tricks for Salesforce Admins.
A Salesforce Admin’s Guide To Better Reports & Dashboards
The first piece we are going to look at comes from Salesforce.com’s admin blog which promises to help us all become an #awesomeadmin. Whether you are an in-house admin or a Salesforce consultant, you are going to want to check out this blog. In this article, author Brian Kwong describes how to optimize your reports so that they are useful for decision making. He writes that the best way to create better reports and dashboards is by asking questions to discover the meaning behind the report. By asking questions about goals and audience, Salesforce Admins can get the most out of their reports and save time dealing with colleagues who are not fluent with the CRM.
Best of Salesforce Spring ‘19 Lightning Features
Our next resource comes to us from our friends at CloudforGood, a Salesforce consultancy company that partners with non-profits to help them implement the platform in their organization. Being a good Admin means knowing the platform in and out, which is why it is important to keep up with all of the periodical changes to Salesforce. In this article, author Victor Almeida describes all of the new features and aspects of Salesforce’s Spring 2019 release. This article features detailed write-ups about the new features and changes to Salesforce like increased data storage, pinned list views, reporting improvements, and many others.
The Basics of Preparing for a Salesforce Data Migration
Our third and final article comes from salesforceben.com, the personal site of Salesforce consultant Ben McCarthy who is well known in the Salesforce blogging community. When looking for answers to more technical questions, independent blogs are often a fantastic way to learn. Author Maria Benavent describes the fundamentals that every Admin should do when undertaking a data migration. Whether you are moving to Salesforce from another CRM or simply transferring information between Orgs, this article lays out the best basic migration practices.