Why Salesforce Admins Drink

🆘Help! Invalid & inactive System admin notifications are overflowing you inbox? You're not alone! Upvote the idea https://sforce.co/3X7gj2o to get this fixed - get alerts only to active admins who can use them! ✅ 

I continue to receive Salesforce notifications for systems where my user has been IN-Active for several months. While I cannot provide a screenshot obviously, this situation is nonetheless inconvenient. I kindly request that Salesforce address this issue to ensure notifications are only sent to active users.

Trailmix Follower insights needed

Trailmix creators currently lack insight into who follows their creations, and followers struggle to manage their subscribed content. While the follow function exists, I think this needs enhancement and your support on > https://bit.ly/3uuoYzL

There is a report in the standard "Accounts & Contacts" folder that is called "Account Owners" that has the very unique ability to supersede the private data model and allow any user the ability to look up accounts based on the Account Name and Created Date.     The purpose of this report is to allow users to see if an account already exists in the system (but is not visible to them because of the private data model) before they go out and create it again.   A great practice is to put a custom link to this report right on your home tab or users can get to it from the links when they first click the Account tab (Classic).  This is an immensely useful report except for one problem....the fields that are available in this report are very limited.   You can basically only display the Account Name, Account Site, Created Date, Last Updated Date, Account Owner Name and Account Owner Role.   The reasoning is that you may not want to share any other details like address, website, or other custom fields you might create like "Prospect" or "Protected Account".   For some orgs, just the Account Name itself isn't enough information.   For example, we have 2189 accounts that begin with the word "Baptist"!  

Eleven years ago, Ezra Kenigsberg was helping me implement our instance at Delta Air Lines and we ran into the issue of not being able to add a couple of other fields that we really, really wanted to see in this report.  He created this idea to address that limitation and yet I don't see that anything has changed at all.  I can't imagine what could be so incredibly complex about giving us the ability to add even just a few more fields to this report, so instead of getting frustrated yet again when trying to solve a challenge at my current company with this report, I will just pour another drink!

Make Account Owner Report Customizable

I have consistent senior management requests for an editable Date field (Field A) that has a default (and updating) value of the date another field (Field B) on that object was last changed. So I have to create a regular Date field and a Flow/Workflow to update Field A. 

• If I make it a formula field, it can't be edited. 
• If I make a default field, that can only be updated upon creation and not upon future changes.
• Meanwhile, I can't figure out if I can (in NPSP) make a default formula that at least pulls in the ISCHANGED date of this other field when it's first changed to a particular status.

 Am I missing something? There has to be a better way!  

#Default Field Values #Nonprofit #CRM Configuration #Formulas

Hey awesome admins!  Tell me what you wish your end-users knew about the system before they just ask you for help!  What makes your phone buzz, Slack message, Chatter feed, email box fill?  

Does anyone know if there's a way to bulk load states into the state and country pick-lists? I have to add the 90+ provinces for the Phillippines into an org and I'm baffled that I can't bulk do it. I manually have to add each one in setup. And the interface is PAINFULLY SLOW. How is this not a thing? How do other orgs set this up for global companies?!?

Are they filming a new "SAW" movie in my office?  Cuz I think I'm starring in it...  #DeathByExcel 

Is it true that we can't use a New Note Quick Action?

I know this sounds simple, but hear me out. I can create a Quick Action that creates a New Record of object Note. However, I can't get this to show up in the Mobile & Lightning Actions section of a Page Layout. My suspicion is that the only New Note action that works is the standard one that ships with Salesforce. Even though I can build the custom New Note Quick Action, I can't actually use it. Does anyone have some insight into this potential bug?

@* Salesforce Administrators *   @Admin to Admin Academy  @Why Salesforce Admins Drink  @* Salesforce Platform *  @Ryan Ozimek 

Having user be able to share list views with their teams (or managers), without seeing all of the other shared list views, is something that would be useful to most of us. We've got a bit over 6,000 point on this idea so far. Let's get it over 10,000!

Share list views WITHOUT giving manage public list view access