Anti-phishing Security Requirements
What’s happeningSalesforce is making important changes to how most users log into Salesforce to make the process more secure, starting on July 1st, 2026, and
datageekslab
June 24, 2026
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Tag: Best Practices
Automation
How Flow Saved My Job
Flow took me from a “hmm…let me Google that” Salesforce admin to a confident “no record is too far out of reach” admin-eloper (admin/developer). Leadership
datageekslab
January 18, 2018
Best Practices
Don’t Let Your Salesforce Project Have a Stephen King Ending
If you’ve read one of Stephen King’s novels, you know his tendency to get to the ending and just give up. I remember years ago
datageekslab
November 22, 2017
Best Practices
Midwest Dreamin: Point-and-Click Your Way to Automated Subscription Management and Beyond
Does your marketing manager want to automatically add someone to a Campaign or email subscription every time a new contact is created? Or, do you
datageekslab
August 10, 2017
Automation
Automating Campaign Management: Use The Flow, Luke
In my previous blog post, during several of my Process Builder presentations, and all over the HUB, I have talked about how and why you
datageekslab
August 9, 2017
Automation
Point-and-Click Your Way to Awesomeness with Process Builder
When asked if I could put present on Process Builder to our local Nonprofit Salesforce User Group, I was ecstatic. I love Process Builder and
datageekslab
August 3, 2017
Best Practices
NTC 2017: Crawl, Walk, Run: Email Strategies for Every Stage of Marketing
At the last Nonprofit Technology Conference, we were honored to share seven years of lessons learned from running Save The Bay’s email marketing campaigns at
datageekslab
May 30, 2017
Best Practices
From Salesforce Admin to Consultant
Since our Dreamforce Cascade session last year, we have had several inquiries and requests about resources from making the transition from Salesforce Administrator to Consultant.
datageekslab
April 18, 2017
Best Practices
TRANSform TECH: Best Practices for Collecting Names, Gender and Pronouns
Transgender Law Center, along with Lesbians Who Tech and host Salesforce, presents a summit specific to transgender and gender nonconforming (TGNC) people in partnership with
datageekslab
April 13, 2017
Best Practices
NTEN 2017: Crawl, Walk, Run: Email Strategies for Every Stage of Marketing
With co-presenter Vivian Reed, Save The Bay. Average attendee rating score 4.9/5. You’ve heard about A/B testing and welcome series, but you don’t know where
datageekslab
March 24, 2017
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