When I was a new Salesforce.com admin, struggling on my own to figure out the ins and outs of the platform, one of the topics that vexed me the most was record and object security. It took me a long time before I fully understood "who sees what" in Salesforce.
The other day, I was asked to find a solution for our field reps that would simplify the process of adding a completed task to their activities when they visited one of our retail stores. We keep our retail locations in Salesforce.com as contacts under a master account, which is shared with all users […]
Due to an onslaught of spam that my hosting provider just can’t seem to get a handle on lately, I’m back to using Google Apps for email with my domain, and that means I’m back to using Mailplane as my app of choice to handle working with email messages.