Jimmy Jay – Medium

Jimmy Jay

Jimmy Jay

Building your Salesforce Ecosystem

While the Salesforce platform in of itself is quite powerful, the true strength lies in the ability to add “Apps” through the AppExchange…

Feb 17, 2020

Building your Salesforce Ecosystem

Feb 17, 2020

Jimmy Jay

Tracking Salesforce Requests

Dealing with day-to-day requests for changes to your Salesforce instance can become overwhelming. If not handled correctly, these requests…

Jul 1, 2019

Jul 1, 2019

Jimmy Jay

Salesforce: Unable to Submit for Approval — Custom Error Message

Approval processes can be quite useful but the accompanying error messages tend to be the opposite.

May 7, 2018

Salesforce: Unable to Submit for Approval — Custom Error Message

May 7, 2018

Jimmy Jay

Salesforce: Reporting Sales Actuals Against Quota

As the old saying goes, “If you can measure it, you can manage it.”

Sep 14, 2017

Salesforce: Reporting Sales Actuals Against Quota

Sep 14, 2017

Jimmy Jay

Salesforce: Opportunity Alerts for Sales Managers

Your Sales Management team likely already has reports for tracking pipeline, bookings and forecast but may lack the visibility on the…

Jun 19, 2017

Jun 19, 2017

Jimmy Jay

Salesforce: 8 Custom Opportunity Fields You Need

Each organization has its own process and custom field needs but these opportunity fields are must haves for any type of organization.

May 1, 2017

Salesforce: 8 Custom Opportunity Fields You Need

May 1, 2017

Jimmy Jay

Salesforce: Lightning Sales Path for Classic

If you’re like us you are hesitant to make the jump to Salesforce Lightning. However, you are starting to get jealous of all the shiny new…

Feb 26, 2017

Salesforce: Lightning Sales Path for Classic

Feb 26, 2017

Jimmy Jay

Salesforce to Slack Integration

In this post we will walk through how to set up an integration to send messages from Salesforce.com to Slack. Our dynamic approach will…

Feb 20, 2017

Salesforce to Slack Integration

Feb 20, 2017

Jimmy Jay

Jimmy Jay

Salesforce professional with over 8 years of Salesforce.com experience. Administration/Development/Process Improvement/Systems Strategy.

Help
Status
About
Careers
Press
Blog
Privacy
Terms
Text to speech
Teams