On December 3rd, I am partnering with the St. Louis Salesforce Admin User Group to talk about Personal Branding at their “Ask an Expert” round table. To help me prepare, I put some thoughts down to share at the meeting so I wanted to share them on my blog as well. Here are some tipsContinue reading “Building Your Personal Brand”
Author Archives: Sam Roberts
Motivation (Book Thoughts: ‘Smarter Faster Better,’ by Charles Duhigg)
Learn more about Motivation with some Book Thoughts from Smarter Faster Better by Charles Duhigg.
Certifications vs Experience
I’ve seen a few posts lately talking about Experience vs Certifications, and I wanted to chime in with my own two cents. Studying for Certifications has given me the knowledge to get more involved in Projects and get more EXPERIENCE. The experiences I’ve had from that has enabled me to study and earn more CERTIFICATIONS.Continue reading “Certifications vs Experience”
Salesforce Starter Reports: Increase the ability of your Users to create Reports for themselves, by themselves.
In an ideal world, Salesforce is the Single Source of Truth (“SSOT”) for information in your Organization. Having it be the SSOT also means that many end-users (Sales, Marketing, Sales Operations, Finance, Service, etc.) are going to want to pull Reports out of the system to answer questions like: How is my forecast looking forContinue reading “Salesforce Starter Reports: Increase the ability of your Users to create Reports for themselves, by themselves.”
Salesforce Data Governance: Identify an “Owner” for Each Piece of Data
Salesforce as your Single Source of Truth (“SSOT”) means everyone in your organization (Finance, Marketing, Sales, Service, etc.) will be updating and maintaining information in the system. This also means that everyone in your organization (Finance, Marketing, Sales, Service, etc.) will be pulling that information out of the system for reporting purposes. Since not everyContinue reading “Salesforce Data Governance: Identify an “Owner” for Each Piece of Data”
