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Continue reading →: Changing How a Date is Displayed
Dates are formatted differently depending on the country. If you find that the dates are displaying in a format that you are not familiar with or do not prefer, you can change it by changing your locale. Go to My Settings – > Personal -> Language & Time Zones Change…
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Continue reading →: A Waterfall Analyst in an Agile World
Hello fellow Salesforce Citizen Developers! I’ve been working in some technology related function for most of my working life. One of the key roles I have done is that of analyst. Now analyst can mean different things to different people and even different things depending on the context of the…
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Continue reading →: Focus on ‘Why’ instead of ‘How’
Knowing the how is necessary. Understanding the why is illuminating. Knowing how to perform a task is necessary. Understanding why the task needs to be done can help you achieve a deeper understanding of the task and the process to which it is related. Knowing how to implement a solution…
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Continue reading →: Good, Better, Best Requirements
I have gathered and documented thousands of requirements for hundreds of applications over the years. Good requirements are easily understood by the IT team and are testable. I recently found a great post by David Shaffer called “It’s the Requirements fault! A Recipe for Requirement Clarity “. He really provides…
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Continue reading →: 4 Types of Email Notifications
Emails are part of the business landscape so including them in your Salesforce application makes sense. Designing the look of the email and its contents is important so that the emails provide users with the right information at the right time. So what are some typical scenarios that result in…
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Continue reading →: Using Salesforce to Manage Users’ Requests – Part 2
In order to manage users’ requests it is important to have a defined process where all requests are handles. The steps needed to define and implement a process are: Determine the what Determine and implement the how Input channels for submitting a request Salesforce object to use (CASE or…
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Continue reading →: Using Salesforce to Manage Users’ Requests – Part 1
In order to manage users’ requests it is important to have a defined process where all requests are processed. The steps needed to define and implement a process are: Determine the what type of user requests are to be handled in this process key metrics will be tracked for this…
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Continue reading →: Manage Business Hours Holidays
For this installment of my permission series we are going to review the Manage Business Hours Holidays permission. Before we see what this permission allows a user to do, we first need to review Business Hours and Holidays as defined within a Salesforce organization. Overview Business Hours The hours when your…
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Continue reading →: What is a citizen developer?
The division between IT and business is blurring and organizations are seeing the rise of a new type of employee – the citizen developer. A citizen developer is a user who creates new business applications for consumption by others using development and runtime environments sanctioned by corporate IT. In the past, end-user…