Admin

Create a custom object from excel spreadsheet automatically?

We all know that teams still love excel spreadsheets and we would like them to move this information to the CRM but did you realize that with Salesforce Lightning this is now fast & easy? Take their spreadsheets and build a object to store it with a few clicks? There are a couple of apps that will do this for you on the appexchange but now within the Objects menu option it is inbuilt. Go to Setup | Object Manager | Select...

Set a users’ password for them?

No.. you can’t. Or can you? There are many times that a person will ask you for their password. Of course, there isn’t a way for a Salesforce Admin to see the current password for a User, but there is an alternative to sending them a Salesforce Password Reset Email. You can manually set a password for a User to avoid going through the end user “error” of them stating that they didn’t receive an email. To do this, open...