Salesforce workflows come in 2 flavors – real time and time-based workflows.  Time-based workflows are evaluated at the time interval you set – some number of hours or days after another date or time field on the record. But you can’t set any time increment less than an hour… or can you?

Here’s the thing… I’m an impatient guy.  Sometimes, I don’t want a workflow to fire right now, but I can’t wait an hour.  There may be some business processes that need to be completed in 5 minutes, or half an hour.

For example – a Sales Reps may make several changes to an Opportunity over the course of 15 minutes, but don’t want to send workflow update emails after every change.  But it is important that the Sales Manager is notified as soon as possible.  So I’d like to send a workflow email 20 minutes after the last change.

To create a workflow rule that fires in less than one hour, you have to trick Salesforce.

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There are a huge amount of Apps on the AppExchange, almost one for every possible use you could ever need inside Salesforce. What a lot of Salesforce Users/Admins/Consultants don’t know is that Developers have actually designed some really cool Google Chrome Extensions that are designed to have very simple uses but can be extremely effective and save people a lot of time. I’ve spent the time looking through a few of these and have come up with my Top 5 Salesforce Chrome Extensions. 

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What would happen if a new workflow rule or trigger ran amok on your Salesforce data without it being noticed for weeks? Or if a well meaning intern accidentally wreaks havoc while doing data cleanup? Would you be protected? It’s important to take responsibility for backing up your data. One of the most straightforward ways to do this is to create a scheduled export of your Salesforce data. Once you have done that, here are some tips to make sure you protect your data:

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…with Salesforce1?

In our dynamic and mobile environment in today’s world. You and your team are always on the go. Salesforce1 allows your team to stay 10 steps ahead of the game by bringing the incredible Salesforce Platform to the palm of the user’s hand.

Getting directions on your laptop takes longer. Wake your laptop from sleep, open a browser, connect to the Internet, search, then obtain directions. You’ll have to enter your current location, unless your laptops has GPS.

Speed and simplicity win. You use your phone to navigate, and resort to a laptop only for complex mapping tasks. You use the phone because it does the task better.

With Salesforce’s mobile app, Salesforce1, you’ll handle daily Salesforce tasks on your phone. Salesforce1 lets you search and update customer records, collaborate with coworkers and clients, and access third party apps — all while on the go.

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Back to Basics- Tools Every Salesforce Beginner Must Master

Here are 5 simple and easy ways to make your organization run more efficiently and seamlessly.

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Salesforce Buttons are incredibly powerful tools to make it easy and simple to get something with…well the touch of a button!  Now, out of the box, Salesforce only allows us to place custom buttons at the top of the Page Layout, without any sort of organization. This can create a mess like the image above. Here we will go through some basics of the power of custom buttons and also show how to display them on layouts just like any other field.   For this example, we will add a button to the layout that will view a report for that record.

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How to Make Rollups For Lookups

LIMITATIONS?!? NO MORE!

Rollup Summaries are essential to most Salesforce Organizations.  However, Rollups have always been limited to Master-Detail relationships.  Salesforce, out of the box, does not allow for Rollups using Lookup relationships.  That is until now! By following these simple steps, you will be Rolling up like a Pro!

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