I recently sat down for a chat with Jeff Satterwhite. Jeff is a Certified Senior Product Owner for Salesforce at Adventist Health System in Florida.
During our chat, Jeff explains which Salesforce products and third party apps are being used at Adventist Health System, and how Salesforce has helped transform internal operations to provide best-in-class experience for patients and their family members at Adventist.
Link to show notes: https://goo.gl/62ystX
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Resources to help you manage duplicates:
How to use Salesforce Matching Rules
Trailhead: Duplicate Management
In Salesforce Classic:
How to merge duplicate contactsHow to merge duplicate accounts In Lightning Experience
Using the Potential Duplicates Component
In this episode, I sit down for a chat with Dana Hall.
Dana is a Trailhead Engagement Marketing Manager at Salesforce.
Dana shares with us some of the best kept secrets regarding Trailhead - including some hidden gems, best practices and tips for getting the most out of this incredibly useful, free and life-changing tool.
Show notes: http://brainiate.blogspot.com/2017/04/the-brainiate-show-how-to-become.html
In this episode I sit down for a chat with Misty Jones. Misty is a Senior Salesforce Administrator at Mutual of Omaha Bank, based out of Scottsdale, Arizona.
Misty has earned 6 Salesforce Certifications. 3 Certifications in 1 week - at Destination Success 2017!
Within the next half hour, you will hear Misty share her experience at Destination Success 2017: the prep work she did prior to attending, the intense experience during Destination Success and the accomplishments she came away...
In this episode I sit down for a chat with Daniel Peter, Salesforce MVP, Bay Area Salesforce Developer User Group Organizer and Lead Applications Engineer at Kenandy.
Daniel shares his wild experiences at three Salesforce community events: Tahoe Dreamin', Snowforce and Punta Dreamin'.
I think Daniel traveled more in the last few weeks than I did in the last 15 years. Daniel gives us some insight and advice on how he uses Salesforce to solve common business problems using both native...
In this episode I sit down with Salesforce Admin Evangelist, Gillian Bruce.
Gillian reveals what it's like to be an Admin Evangelist, some interesting experiences as co-host of the Salesforce Admins Podcast (formerly known as the ButtonClick Admin Podcast), and Gillian shares valuable advice to people who are new to Salesforce.
Show notes: http://brainiate.blogspot.com/2017/04/the-brainiate-show-gillian-bruces-tips.html
In this episode, I chat with Jason Atwood. Jason is co-founder & COO of Arkus, Co-host of the CloudFocus Weekly podcast, Salesforce MVP & certified Salesforce consultant.
Jason shares some insights and perspectives on Destination Success, explains how Quora and StackExchange are probably the best kept secret tools used by Salesforce Developers, and gives us his top picks for favorite apps on the AppExchange.
Show notes: https://goo.gl/AWJbpp
In this episode, I sit down for a chat with Caleb Steen.
Caleb is a Manager for SMB Solution Engineering at MapAnything, based in Charlotte, NC.
Caleb gives us a glimpse into his own introduction to Salesforce, while also providing some great insight on how organizations improve their strategic planning by visually displaying their Salesforce data based on geographical territories using a bit of magic from MapAnything.
Caleb shares some interesting and creative examples of how a...
In this episode I chat with Denise Carbone. Denise is Director of Client Engagements at RelationEdge, based in Chicago. Denise is a Salesforce MVP, a Chicago User Group Leader and an all around awesome person.
During our chat, Denise shares valuable insights - explaining how she persisted and overcame her initial frustration and anxiety with Salesforce to become a Salesforce evangelist and community rockstar!
Show notes can be found at: https://goo.gl/KYOwI7
In this episode, we hear from Justice Sikakane, Certified Salesforce Administrator at Cargill, based in Minnesota. Justice has earned over 100 badges on Trailhead, which is an impressive feat by itself. Justice is also an emerging speaker at multiple community led events.
In this episode Justice shares his valuable insights and wisdom on managing the Salesforce landscape, connecting with others in the Salesforce community and continuously learning along the way.
Justice is quick to...
In this episode, Stuart Edeal shares the secrets to success for nonprofits on Salesforce while providing a 360 degree view of constituents, donors and volunteers.
Stuart also shared his experience in overcoming a career hurdle through his involvement in the local Salesforce user group.
Show notes: https://goo.gl/5crtgK
In this episode we hear from Ohad Idan, who shares his unique experience getting introduced to the Salesforce platform through the perspective of process improvement, which I found particularly impactful.
Ohad shares some of his insight on the huge impact he has had on business operations through his knowledge and expertise on the Salesforce platform.
Click here to access the show notes: https://goo.gl/pWHZAu
In this episode, Ben Bolopue shares his bumpy introduction to the Salesforce platform, giving him a unique opportunity to become a superhero within his organization as the Salesforce Admin.
Ben shares some insights on how he developed fantastic friendships within the Salesforce community and taps into other Salesforce experts to develop new superpowers on a regular basis.
Check out the show notes at: https://goo.gl/m48gdj
In this episode, we hear from Salesforce Administrator, Sales Cloud Consultant & Cleveland Women In Tech Group Leader, Amy Oplinger.
Amy walks us through her career path pivoting from stellar Sales Rep to Awesome Salesforce Admin.
Amy also gives us a glimpse into the notorious GIF SQUAD, and how she connected with other influencers in the Salesforce community.
Check out the show notes at: https://goo.gl/EvgfZ9
In my inaugural episode of The Brainiate Show I sit down for a chat with Salesforce MVP, Eric Dreshfield.
Eric shares his experience getting introduced to the world of Salesforce, to become a Salesforce User Group leader for Southern Indiana, and founder of Midwest Dreamin'.
Check out the show notes at: https://goo.gl/UX0tFO