London's Calling

London's Calling is a community led event for Salesforce Professionals. I have attended and spoken at both the 2016 and 2017 events and here are my posts about each one.

London's Calling 2 - The Sequel



The Week of... London's Calling


London's Calling 2016



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Customising the Help Menu!

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Who knew?  I have to confess that I was late to this party and did not know this was an option until this month (May 2020). So if I have been tragically unaware of this feature, then maybe you were too. Consider this post an attempt to rectify that. Why Customise Your Help Menu? Why should we care? Why is this worth reading about I hear you ask, and I will answer. In my experience the number of users each Salesforce Admin or Helpdesk Exec has to support does not leave them with the capacity to quickly respond to every user's questions. There is often a backlog, and cloning machines do not yet exist. We also know that users getting stuck and feeling frustrated can kill adoption, which is the enemy of a successful Salesforce implementation. Now I know that every good Salesforce Admin has spent a lot of time and care creating detailed user guides for their colleagues, but how many of these users remember where the guide is saved at their time of need? Not many..... which is why it is ...
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Preparing for Community Events

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I am a big fan of a Salesforce Community Conference, I have so far managed to make it to French Touch Dreamin' (twice), WiTness Success, InspireEast, Surf Force, and each and every London's Calling. I already have my ticket for Southeast Dreamin' later this month, and both Yeur Dreamin' and Yeur Leadin' in June. Unlike Dreamforce community conferences are short, normally one or one and a half days. This means that time is precious and so a bit of planning is required. Here are my recommendations for your pre-event preparation: Do Your Homework Take the time to review the schedule before the day. Both London's Calling ( here ) and Southeast Dreamin' ( here ) publish their sessions and schedule a month or two out. There are often 5 or 6 sessions per time slot. The organisers will have tried their best to offer something for everyone in each slot but that doesn't mean that your choices are already made. Take the time to pick out the sessio...
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Best Practices and Recommendations for New Salesforce Admins (Part Four - Tools)

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They say hindsight is a wonderful thing and they are right, we can't go back and do over, but we can share what we have learnt and allow others to benefit from our experiences. This was my approach to the session I presented at the Admin Theatre at this year's London World Tour. My talk was entitled  Best Practices and Recommendations for New Salesforce Admins . The role of Salesforce Admin brings with it a lot of responsibility, but thankfully also all the tools and support to enable each of us to be successful. When we start our Salesforce journey, however, we don't come with all this knowledge fully formed so here are my recommendations and tools to help everyone make the most of the available features. For ease I am splitting my tips up into Best Practices, Recommendations, and Tools, and then into Setup, Reporting, and Productivity. Part one  here  covers Setup Best Practices. Part two  here  covers Reporting Recommendations. Part three here cov...
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