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  • April 4, 2022

    Mambo Merge: Next Steps After Installation

    A quick guide to convert a word document into a template, upload & retrieve a file ID, and add a merge button to a Page Layout! If you’re reading this you probably already installed Mambo Merge but, if you haven’t, head...

    March 23, 2022

    Build Your Salesforce Journey (and Your Career) Using Trailhead

    Tap into the Trailhead hub and explore various learning options to open up new opportunities. All at your own pace.

    February 24, 2022

    Salesforce “How To” Abcs: I

    How to Index a Field

    January 24, 2022

    Mark Your Calendars: Best Salesforce Events Jan 23, 2022—jan 27, 2022

    I’m going to refer to Thursday of this week as thoughtful, and take-charge Thursday! The good old Salesforce ecosystem has so much in…

    January 20, 2022

    Simplify Your Business’ Document Generating Experience by Creating Reusable Templates That Meet the Needs of Every Use Case.

    From the simple to the complex, the ability to develop and implement document templates within Salesforce makes file generation easier to manage, maintain, and update.

    January 17, 2022

    Mark Your Calendars: Best Salesforce Events Jan 17, 2022 — jan 21, 2022

    What a week I have lined up for y’all! Break is over and it’s time to get back to business! The end of the fiscal year is approaching us…

    January 15, 2022

    Mambo Merge Features, Functionality and Options.

    All editions offer a comprehensive and rich feature set, built for just the right use case scenario within Salesforce. Identify the features that work best for your business.

    January 13, 2022

    Leading International Consumer Brand Uses Mambo Merge to Streamline Support Operations.

    You do everything you can to make your customers’ experiences simple, seamless, and satisfying — but no business is perfect. How your operation deals with those inevitable (and hopefully rare) support issues can make all the difference when it comes to CX.

    January 12, 2022

    Join Us for 2022's First Mambo Merge Office Hours!

    It’s a brand new year and, while we’re all still getting used to writing “22” instead of “21”, the annual suffix-change hasn’t slowed down…

    October 29, 2021

    Mambo Merge Takes the Gold at Tahoe Dreamin’ Demo Jam

    If you’re a West Coast member of the Salesforce Community, there’s a good chance you’ve spent the last few days in beautiful Lake Tahoe for...

    October 21, 2021

    Mambo Merge at Tahoe Dreamin’

    Next week will see the return of Salesforce trailblazers to one of the most special (and scenic) annual events for the CRM and its...

    September 30, 2021

    Feature Retirement: Process Builder + Workflow Rules — Hello Flow!

    This has been in the works for a while, and it was made official at Dreamforce this year — Process Builder and Workflow Rules are being...

    September 21, 2021

    Top 10 Ways Admins Can Supercharge Their Salesforce ROI

    Dreamforce is officially underway! And, in addition to the admittedly shrunken down, invite-only, in-person event in San Francisco — over…

    August 25, 2021

    Salesforce Winter ’22 Release Timeline

    The hot Summer weather might not show it, but the Salesforce Winter ’22 release is already on the horizon! As always, we’ll be peppering...

    August 18, 2021

    Salesforce How To’s: Transform ‘Location’ to ‘Text’ in a Formula Field

    Today’s Salesforce admin tip comes straight from the trenches! There are a lot of neat tricks you can do with formula fields and they’re...

    August 13, 2021

    Reducing Screen Clutter and Improving UX with Conditional Components in Salesforce

    User experience is one of the biggest contributors to adoption, understanding, and platform success. And, with a system like Salesforce...

    July 28, 2021

    Slack + Salesforce, How to Catch Up on the New Paradigm

    The biggest news out of Dreamforce last year was Salesforce’s acquisition of Slack — this week, it became official! And while most of us...

    June 16, 2021

    TrailheaDX ’21 Update

    TrailheaDX 2021 is next week and now’s the time to prep for success! Caylin sat down to take a quick run through all the latest news and…

    June 9, 2020

    The Best Time to Backup

    Since the Library of Alexandria, we’ve known the importance of data backups. There’s nothing else that delivers that specific, crushing, disheartening feeling like losing something you’ve worked on...

    June 5, 2020

    Mark Your Calendars Best Upcoming Events June 8, 2020-June 12, 2020

    This week we start out with a large event and end with an important one. A lot of the Salesforce Community Groups have been remaining…

    May 22, 2020

    Mark Your Calendars Best Upcoming Events May 25, 2020-May 30, 2020

    This upcoming week a lot of the Trailblazer community groups are hosting events. Due to the Memorial Day holiday (in the United States…

    May 15, 2020

    Mark Your Calendars: Best Upcoming Events May 18, 2020 - May 20, 2020

    Man, do I have events for you this week! You might want to consider getting a bigger planner for all of these virtual opportunities…

    May 8, 2020

    Mark Your Calendars: Next Week’s Best Events

    Even though we are going to miss seeing all of our Salesforce friends around the world, we are excited to be able to virtually attend every event!

    April 24, 2020

    To Do: Upcoming Salesforce (Virtual) Events

    Over the last several months we’ve collectively watched our calendars reshape. As events are cancelled or postponed, and meetings made…

    April 17, 2020

    Stay Home, Skill Up: 90 Days of Free Tableau eLearning

    Between social distancing, stay at home orders, and our collective efforts to flatten the curve, for many of us, the horizons of our…

    February 12, 2020

    Salesforce "How To" ABCs: H

    How to Hide Fields in Salesforce...

    February 5, 2020

    Spring '20 Release Highlights: Task Queues and Sharing the Work

    Punxsutawney Phil must be an admin because Spring ’20 is right around the corner and that means there’s no time for shadows, superstitions, or extended Winters!

    January 29, 2020

    Spring '20 Release Highlights: URL Hacks are Back!

    Spring is the season of rebirth. The barren wastes of Winter begin to be punctuated by stalks of new growth, the monochrome horizon broken by flashes of color and life as the world warms...

    January 15, 2020

    Validation Rules, Dependent Fields, and Nested IFs, ANDs, NOTs, and ORs

    Today’s post comes to us straight from the trenches. Well, not the trenches — Awesome Salesforce Admins don’t work in trenches, but this was a practical puzzle...

    January 9, 2020

    Spring '20 Release Highlights: SameSite Cookies, Integrations, and Preparing for Google Chrome 80

    The calendar may claim that Winter’s only just begun, but the telltale signs of Spring are starting to pop up everywhere. From sweater-free lunch-strolls...

    November 8, 2019

    Salesforce "How To" ABCs: G

    With the time change behind us, there’s a good chance you’re reading this basked in the light of your computer screen as the inky blackness of early-afternoon seeps between your curtains...

    October 4, 2019

    Winter '20 Release Highlights: Lightning is Going Live, Permanently

    It’s officially spooky season! October is here, and with it, piles of pumpkins are popping up in the produce aisle...

    June 27, 2019

    Salesforce Open Source: Lightning Web Components

    Last year, Salesforce released Lightning Web Components — a new and improved programming model for building Lightning components and web apps. Now, they’re opening the code up to the community!

    June 21, 2019

    Salesforce "How To" ABCs: F

    With the Summer ’19 Release officially rolled out, your plate’s been packed with a ton of exciting new features, updates, and upgrades! But, practicing all that awesome new stuff...

    May 29, 2019

    Salesforce Summer ’19 Release Highlights: Branding Enhancements

    April’s showers are behind us, May’s flowers are bursting into bloom, and the world is spinning its way back to the hottest part of our orbit...

    May 20, 2019

    Salesforce Summer ’19 Release Highlights: Enhanced Related Lists!

    For the first time in 8 years, Game of Thrones fans and non-fans can finally agree that Winter is over. The sun is shining, thermometers are climbing, and a brand new Salesforce Release...

    May 15, 2019

    Salesforce Summer 19 Release Highlights Free Surveys

    Let’s continue our run through the coolest updates, upgrades, and features coming with the Summer ’19 Release with a look at some new license-free functionality — Salesforce Surveys!

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