About Me

[ButtonClick Admin Podcast] Document Process in Salesforce with Jennifer Lee

I am super excited to be a first time presenter at Dreamforce 16 with three sessions! I’m thrilled to be featured in the latest Salesforce ButtonClick Admin podcast, featuring presenters at the upcoming Dreamforce 16 in October. Thank you, Mike Gerholdt and Gillian Madill, for having me. Visit the Salesforce admins site to listen to… Continue reading [ButtonClick Admin Podcast] Document Process in Salesforce with Jennifer Lee

Salesforce Release

Other Winter ’17 Enhancements

Here are other Winter ’17 Enhancements that do not fall into the Lightning, Classic or Mobile enhancements category. So, here they are… For additional winter ’17 features, visit the Winter ’17 Release Highlights post. 1.(BETA) Sync Appointments from Google Calendar to Salesforce 2. Lightning for Outlook plays with Shield Platform Encryption. Note: Users without the “View Encrypted Data” permission… Continue reading Other Winter ’17 Enhancements

Salesforce Release

Winter ’17 Features in Both Lightning Experience & Salesforce Classic

The list of Winter ’17 features below only apply to both Lightning Experience and Salesforce Classic. There are additional Winter ’17 features available to Lightning Experience only or Salesforce Classic only. Visit the Winter ’17  Release Highlights post. 1.Process Builder enhancements: This is HUGE, y’all…Create a process that can be invoked from another process! With invocable processes, you can… Continue reading Winter ’17 Features in Both Lightning Experience & Salesforce Classic

Salesforce Release

Winter ’17 Salesforce Classic Only Enhancements

The list of Winter ’17 features below only apply to the Salesforce Classic. There are additional Winter ’17 features available to both Lightning Experience and Salesforce Classic. Visit the Winter ’17 Release Highlights post. 1.Sync up to 2000 social accounts faster with 500 accounts viewable per page. 2. Customer service reps can reply directly to a Facebook comment… Continue reading Winter ’17 Salesforce Classic Only Enhancements