Salesforce – Refreshing Sandboxes
This is a sample of a refreshing sandboxes process for an organization. Edit as needed! Refresh Schedule Once every 2 week iteration for partial sandbox Once every month for full If both current and full are scheduled to be refreshed, refresh current first and then full. Refreshes can take up to 2 days, so having one of these sandbox available is important. Who is responsible … Continue reading Salesforce – Refreshing Sandboxes
Troubleshooting Salesforce Login Issues
These are some user tips I provide to my team at my organization to help troubleshoot salesforce login issues. User tips Provide login link here Your username is your full email address. If you forgot your password, you can use the Forgot your password? link on the login page. While you can log in through SSO, if you are using the Salesforce login page, you … Continue reading Troubleshooting Salesforce Login Issues
Salesforce User Management Best Practices – Managing Users
These are the best practices I used in order to ensure my company’s user policies were in line with our security standards and passed a SOC2 Audit. This is based on utilization of Atlassian products (Jira and Confluence), but can be altered for your organization. Situation Salesforce was going to be added to list of systems for audit on our SOC2 and needed a standardized … Continue reading Salesforce User Management Best Practices – Managing Users
Salesforce User Management Best Practices – Onboarding Users
These are the best practices I used in order to ensure my company’s user policies were in line with our security standards and passed a SOC2 Audit. This is based on utilization of Atlassian products (Jira and Confluence), but can be altered for your organization. Situation Salesforce was going to be added to list of systems for audit on our SOC2 and needed a standardized … Continue reading Salesforce User Management Best Practices – Onboarding Users
SFDC Release Note Communication Template – Split View
Use these release note templates to update your company or salesforce user base on recent releases! These are for the quick wins where you are focused on training your team to use Salesforce efficiently! Feature: Split view on list view Summer ’20 When I read about this feature in release notes, I immediately thought about my sales team, each additional click takes valuable time, so … Continue reading SFDC Release Note Communication Template – Split View
Workplace Big 5 Results
In my current MBA class on Personality in the Workplace, we are discussing the CentACS Workplace Big 5 in detail. My scores are as follows: + is high, – is low, = means more flexible on this trait based on the situation Need for Stability (N)=/+ Explains how people at work respond to and handle stressful situations—a critical aspect of today’s successful and effective work … Continue reading Workplace Big 5 Results
Building a Personal Advisory Board.
Alana Muller from Coffee Lunch Coffee got me thinking with a post that included the following tip: Create a personal advisory board. Who is your personal dream team? When you make an important (or even a less important) decision, who do you turn to for advice and affirmation? Gather them together… they don’t all need to be in the same room, but you should talk with … Continue reading Building a Personal Advisory Board.
My Culture Index Results
Hi! My name is Jackie and I’m a Salesforce Administrator in Kansas, USA! When I took this work personality test, I was applying to be a Marketing Specialist. I hope this explanation of my Culture Index results helps you understand the CI and why you may be taking it for a workplace. The Culture Index is a series of questions that ask how you would … Continue reading My Culture Index Results
Nationwide Contest Promotion for Franchisees
As a franchisor, my company implemented a Chairman’s Club contest that allowed high performing cities to send their Sales and Operations teams on an all expenses paid trip. Each year, we create a 2 foot by 3 foot sign for each location and promote the rankings throughout the year in internal promotions. This motivates strong growth in our cities and awards our top teams with … Continue reading Nationwide Contest Promotion for Franchisees
Blast from the Past Portfolio
Here are some items I worked on for my first agency position at ER Marketing for ThyssenKrupp Access, Alco, Georgia Pacific, and PlyGem. TKA11-107_QualityConn_right9.19.11 TCCC_Infographic Continue reading Blast from the Past Portfolio
Good Morning, Jackie 