Cotswolds Salesforce Community Group: Removing privileges and segregating development

Cotswolds Salesforce Community Group: Removing privileges and segregating development

In November we hosted the final Cotswolds Salesforce Community Group event of 2021. It was great to see so many members of the Salesforce Ohana join the virtual meet up, listen to our inspirational speakers and take part in our Salesforce trivia quiz. We felt really lucky to have been joined by two excellent speakers and feel it’s appropriate to re-share the top points from […]

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Apprentice Hoots: Using Salesforce’s Data Import Wizard, Google Sheets and Salesforce reports to rollout a deep data cleanse making data accurate and consistent for great reporting

Apprentice Hoots: Using Salesforce’s Data Import Wizard, Google Sheets and Salesforce reports to rollout a deep data cleanse making data accurate and consistent for great reporting

Ensuring data is as accurate as possible is extremely important for reporting purposes. A new customer who recently joined us had very messy data within their existing system. The challenges ranged from data which was put into text fields rather than fields specific to the data’s purpose, pick list values which were not selected, household contact data captured in the wrong contact and many other […]

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Catching up with the Cotswolds Salesforce Community

Catching up with the Cotswolds Salesforce Community

Last week (Thursday 25th November 2020) we hosted our last Cotswolds Salesforce Community Group event of the year. The event saw members of the local Salesforce Ohana as well as new faces come together virtually to take away valuable knowledge from our highly anticipated presentations including: Admin Horror Stories with Connie Hazendonk Connie is an enthusiastic Salesforce trainer and works to inspire admins and developers […]

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Apprentice Hoots: Achieving data insights by summarising data with Salesforce roll-up summary and formula fields

Apprentice Hoots: Achieving data insights by summarising data with Salesforce roll-up summary and formula fields

Understanding statistics at a high level where all the key information is captured in one place is an important overview to have within a system. Find out how I used the universal roll up summaries, formula fields and validation rules to capture a summary of key data from an event in a customer’s Salesforce system. Using roll up summaries to calculate the sum of a […]

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Nominate your favourite Trailblazer to become a Salesforce MVP

Nominate your favourite Trailblazer to become a Salesforce MVP

That time of year has finally arrived once again – no, we’re not talking about the festive season! We’re talking about the extraordinary event on the Salesforce calendar where Trailblazers are able to celebrate an individual in the community by nominating them to become a Salesforce Most Valuable Partner (MVP). Tell me more about Salesforce MVPs? A Salesforce MVP is a lifelong learner who will […]

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