Monthly Archives: November 2015

24 Classic Quotes That You Can Apply Today

Think pic small

Really good Salesforce Admins are leaders, diplomats, problem solvers, inventors, and innovators.  They are creative, curious, organized, passionate, and motivated.

Here’s a collection of quotes on these traits from people who didn’t have cloud applications in mind when they said it.

 

“Nobody cares how much you know, until they know how much you care.”
– Teddy Roosevelt

 

“If I had an hour to solve a problem, I’d spend 55 minutes thinking about the problem and 5 minutes thinking about solutions.”
– Albert Einstein

 

I consider my ability to arouse enthusiasm among my people the greatest asset I possess…
– Charles Schwab

 

“It has been my observation that most people get ahead during the time that others waste.”
– Henry Ford

 

“A leader takes people where they want to go. A great leader takes people where they don’t necessarily want to go, but ought to be.”
– Rosalynn Carter

 

“I never did anything worth doing entirely by accident…. Almost none of my inventions were derived in that manner. They were achieved by having trained myself to be analytical and to endure and tolerate hard work.”
– Thomas Edison

 

“Before anything else, preparation is the key to success.”
– Alexander Graham Bell

 

“Every now and then go away, have a little relaxation, for when you come back to your work your judgment will be surer.”
– Leonardo Da Vinci

 

“Measure what is measurable, and make measurable what is not so.”
– Galileo Galilei

 

“To succeed, jump as quickly at opportunities as you do at conclusions.”
– Benjamin Franklin

 

“To the optimist, the glass is half full. To the pessimist, the
glass is half empty. To the engineer, the glass is twice as big as it needs to be.”
– Unknown

 

“In any moment of decision, the best thing you can do is the right thing, the next best thing is the wrong thing, and the worst thing you can do is nothing.”
– Teddy Roosevelt

 

“If you just set out to be liked, you would be prepared to compromise on anything at any time, and you would achieve nothing.” 
– Margaret Thatcher

 

“It is not the strongest of the species that survive, nor the most intelligent, but the one most responsive to change.”
– Charles Darwin

 

“If you can’t explain it simply, you don’t understand it well enough.”
– Albert Einstein

 

“Mistakes are the portals of discovery”
– James Joyce

 

“Simplicity is the ultimate sophistication.”
– Leonardo Da Vinci

 

“A dreamer is one who can only find his way by moonlight, and his punishment is that he sees the dawn before the rest of the world.” 
– Oscar Wilde

 

“Remember, no effort that we make to attain something beautiful is ever lost.” 
– Helen Keller

 

“A problem well put is half solved” 
– John Dewey

 

“Never doubt that a small group of thoughtful, concerned citizens can change world. Indeed it is the only thing that ever has.”
Margaret Mead

 

“The very essence of leadership is that you have to have a vision. It’s got to be a vision you articulate clearly and forcefully on every occasion. You can’t blow an uncertain trumpet.”
– Reverend Theodore Hesburgh

 

“Whatever you are, be a good one.”
– Abraham Lincoln

 

“Be so good that they can’t ignore you”
– Steve Martin

 

 

Do you have any favorite quotes?  Please share!

10 Excel Features Every Salesforce Admin Should Know

Excel SFDC Logo

In this post, I highlight the 10 Excel features I use often when formatting record inserts/updates and doing analysis on metadata.

Special thanks to Scott Lewis, an Excel wizard who had the misfortune of being my cube neighbor for a couple years and enduring countless “How do I do this in Excel” questions from me.

 

1) VLOOKUP search & match data

  • Use Case: Comparing two lists or appending data, obtaining User ID’s for a file containing only user names.
  • How To:  In this example, I pulled a Salesforce report of all Users with ID’s and placed them on the 2nd tab.
  1. Create blank column where you want the matches to be.
  2. Insert VLOOKUP formula into first cell
    • Lookup_value:  the first cell of the column you need to match, in this case “A2”
    • Table_Array:  The source columns you’re using to match, you can just highlight them.
    • Col_Index_Num:  In your array, which column are you bringing?
    • Range_lookup:  I always put “False”
  3. Copy the formula for the entire column, it will automatically update cell numbers.

**WARNING**  VLookup is not case sensitive, so using 15 digit ID’s can create mistakes.  Always use the 18 digit ID’s when working with records in Excel.

VLOOKUP

2) CONCATENATE: Combining Values from multiple cells into one

  • Use Case: Creating a file of test records, loading multi select picklist fields.
  • How To: Formulas – Text – Concatenate.  Enter Cell followed by a symbol or space, the quotes are automatically added for you.
Concatenate Multi Select Picklist
Stop staring, this one is not a GIF : )

 

 

3) SUM Formula: Counts & Totals

  • Use Case: Formatting test records. You need to load 1,000 test records, but each one must contain a unique ID.
  • How To: Formulas – AutoSum – Sum.  In this example, I’m starting with 111 and inserting the Sum formula directly below it to create a set of unique numbers in increments of 10.

AutoSum

 

 

4) Text To Columns:  Breaking one cell into multiple cells (the opposite of Concatenate)

  • Use Case:  Singling out one relevant part of a string.  You pulled a report or copy/pasted a webpage and need to remove the junk.

  • How To:  Highlight Column –  Data – Text To Columns – Delimited – Choose Symbol, punctuation, or space  – Next – Finish

Note: Insert  blank column to the right, otherwise you could overwrite data in neighboring columns.

Text To Columns

5) Removing Objects: Highlight and delete all objects on sheet

  • Use Case:  Cleaning up a list that was copy and pasted form a source containing objects, If you copy and paste an object field list, you may end up with check boxes that need to be removed.   (This can be avoided by pasting to match destination formatting instead of Source formatting)
  • How To:  Find & Select – Go To Special – Objects.  The objects will then be selected, then hit Delete.

Delete Objects

6) Highlight Cells Rule: Highlights cells that are duplicates or contain specified text

  • Use Case: Finding duplicates or cells that contain a certain value, a business unit name perhaps.  If your report is not easily filtered in Salesforce, you can use Highlight Cells Rules to further break down your data.
  • How To: Conditional Formatting – Highlight Cells Rules – Text That Contains/Duplicate Values

Highlight Cells

7) Removing Duplicates

  • Use Case:  Drilling down a large report to only see the unique values.
  • How To:  Data – Remove Duplicates – select one or multiple columns.

Remove Duplicates

8) Double Click Auto Fill

  • How To: Double Click lower right cell corner to auto fill to end of rows.   NOTE:  Cells ending in numbers can sometimes autosum.   Example, a cell ending in 12 would end in 13, 14, 15, and so on.

Auto Fill Cells

9) Changing Formula Values To Text

  • Use Case:  After using a formula, you’ll need to change those cells to text before inserting/updating in Salesforce.

  • How To:  Select Column – Copy – Right Click – Paste Special –  Paste Values – “123”

 

10) KeyBoard Shortcuts That Save Scroll Time

  • CTRL + Up or Down Arrow:  Goes to last row
  • CTRL + Right or Left Arrow:  Goes to last column
  • Shift + CTRL + Up or Down Arrow: Goes to last row and selects all
  • Shift + CTRL + Right or Left Arrow: Goes to last column and selects all

 

A Better Study Guide For The Admin (ADM-201) Exam

adm201

I’ve taken the Salesforce Certified Administrator from Salesforce and made it into a true study guide by listing the topics by test weight and providing links to material to study.

Related:
My Tips For Acing Salesforce Certification Exams
A Better Study Guide For The Advanced Admin Exam

If you’re really new to this, you may want to start with the basics to help put everything else into context.  Learn Salesforce Basics PDF

And finally, I highly recommend Salesforce Trailhead  as part of your exam preparation! 2015-Trailhead-Flogo_FINAL-1

 

 

Standard & Custom Objects 18%

1) Describe the standard object architecture and relationship model

2) Explain how to create, delete, and customize fields, page layouts, and list views for custom and standard objects

3) Given a scenario, determine the appropriate fields and page layouts for custom and standard objects

  • See Above

4) Explain how to create, delete, and customize record types for custom and standard objects

5) Given a scenario, determine the appropriate record types and business processes for custom and standard objects

  • See Above

6) Explain the implications of deleting fields

7) Describe when to use and how to create formula fields

 

Security & Access 15%

1) Explain the various organization security options

2) Describe the features and capabilities of the sharing model

3) Given a scenario, apply the appropriate security controls

4) Describe the various profiles controls

6) Given a scenario, determine the appropriate use of a custom profile

 

Reports & Dashboards 13%

1) Describe the options available when creating or customizing a report

2) Describe the impact of the sharing model on reports

3) Describe the options available when creating and modifying dashboards

4) Describe the capabilities of custom report types

 

Data Management 11%

1) Describe the considerations when importing, updating, transferring, and mass deleting data

2) Given a scenario, identify tools and use cases for managing data

3) Describe the capabilities and implications of the data validation tools

4) Describe the different ways to backup data

 

 

Sales Cloud Applications 9%

1) Given a scenario, identify the capabilities and implications of the sales process

2) Given a scenario, identify when to apply the appropriate sales productivity features

3) Describe the capabilities of products and price books

4) Describe the capabilities of lead management

5) Given a scenario, identify how to automate lead management

6) Describe the capabilities of campaign management

User Setup 9%

1) Identify the steps to set up and maintain a user

2) Given a scenario, troubleshoot common user access and visibility issues

Service Cloud Applications 6%

1) Describe the capabilities of case management

2) Given a scenario, identify how to automate case management

3) Describe the capabilities of solution management

4) Describe the basic capabilities of Communities

5) Describe the capabilities of the Community application, such as Ideas and Answers

6) Describe the capabilities of Salesforce Knowledge

 

Workflow Automation 7%

1) Describe when workflow rules are evaluated

2) Describe the capabilities of workflow rules and actions

3) Given a scenario, identify the appropriate workflow solution

4) Describe capabilities and use cases for the approval process

 

Activity Management 3%

Describe the capabilities of activity management

 

Content & Folder Management 2%

1) Describe the capabilities of Salesforce Content

2) Describe how folders can be used to organize and secure communication templates, dashboards, reports, and documents

 

Desktop & Mobile Administration 2%

1) Describe the capabilities of Salesforce1 and SalesforceA

2) Describe the installation and synchronization options of Salesforce for Outlook

 

AppExchange 2%

Identify use cases for AppExchange applications

 

Organization Setup 1%

Describe the components of the company profile

 

Global User Interface 1%


Distinguish between and identify the implications of the various user interface features that an administrator controls

 

Chatter 1%

Describe the features of Chatter

 

 

Your feedback is welcomed! Leave a comment below.