Tag Archives: Formulas

Salesforce Admin: Innovating the E.A.S.Y. Way

Posted on January 22, 2019 by Nana

What do you do?I’m a Salesforce Administrator.<Blank Stare> Raise your hand if you’ve gotten this response too. Even in the tech industry or business world, often times, people assume that means something different than it does. Maybe they think you … Continue reading →

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Re-Creating (linkable) Record Name Fields for Custom Use

Posted on November 4, 2015 by Nana

Requirement: Standardize Opportunity Naming convention using a concatenation of Account Code plus Opportunity Number plus ‘Custom Opp Name’. This will standardize naming conventions across all corporate tools and assist in document searching. Example: Account: ABC Genius Tech Consulting Account Code: … Continue reading →

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