My Online Admin

My Online Admin We provide small & medium businesses & non-profits with experienced, certified Salesforce Admin

Salesforce, out of the box, can provide many features beneficial to business growth. To maximize the potential of your S...
09/17/2025

Salesforce, out of the box, can provide many features beneficial to business growth. To maximize the potential of your Salesforce CRM investment, Salesforce Managed Services can take you to the next level. You have a ton of options when it comes to using Salesforce.

Read More: https://myonlineadmin.com/do-i-need-salesforce-managed-services/

Having images in Salesforce is incredibly helpful for sales and service professionals who need to quickly catch up on a ...
09/10/2025

Having images in Salesforce is incredibly helpful for sales and service professionals who need to quickly catch up on a project. Instead of sifting through long notes or trying to piece together what happened last time, they can simply look at a picture and instantly understand the situation.

Read More: https://myonlineadmin.com/images-in-salesforce/

Most businesses solve the same problems over and over, putting in the same amount of effort each time to diagnose and re...
09/05/2025

Most businesses solve the same problems over and over, putting in the same amount of effort each time to diagnose and reach a resolution. CRMs can be used for more than just documenting customer information, but also customer problems and solutions. By documenting customer interactions as well, we can make it easier to solve customer problems.

Read More: https://myonlineadmin.com/troubleshoot-customer-problems-easier/

The first time it happens, it’s a small thing. A lead you swore you’d followed up with has vanished into the abyss of yo...
09/03/2025

The first time it happens, it’s a small thing. A lead you swore you’d followed up with has vanished into the abyss of your inbox. You search, your fingers moving faster, your heart pounding as you realize the email thread is buried under a dozen other priorities. No big deal, you tell yourself. You’ll get it next time.

Read More: https://myonlineadmin.com/custom-crm-for-future-growth/

Remote and hybrid workforces are now a reality for many businesses, but managing these teams presents unique challenges,...
08/27/2025

Remote and hybrid workforces are now a reality for many businesses, but managing these teams presents unique challenges, especially when it comes to ensuring collaboration and tracking productivity. For businesses using Salesforce, the platform provides a wide range of tools to support remote sales and service teams. By configuring Salesforce effectively, teams can stay connected, stay productive, and achieve better performance, regardless of where they’re located.

Read More: https://myonlineadmin.com/improve-productivity-monitoring-optimize-salesforce-remote-teams-2025/

Systems are needed to create growth within a company. You’ve got systems for fulfilling orders or services placed, syste...
08/22/2025

Systems are needed to create growth within a company. You’ve got systems for fulfilling orders or services placed, systems for inventory management, systems for sales, and systems for service. All of these systems work independently to create your business. But what happens when a customer has specific wants or needs communicated to sales but not to service? This gap in communication could be the difference between securing a loyal customer or losing them to a competitor.

One of the most valuable tools you can use to ensure your Salesforce instance operates at peak efficiency is an assessme...
08/20/2025

One of the most valuable tools you can use to ensure your Salesforce instance operates at peak efficiency is an assessment list. Think of it as a comprehensive checklist that helps you evaluate and optimize your Salesforce environment. This isn’t just about ticking boxes—it’s about making sure every feature, setting, and integration aligns with your business needs and goals.

Read More: https://myonlineadmin.com/assessment-list-salesforce/

In any sales-driven business, having a clear, consistent lead process is essential. It ensures that every lead is handle...
08/07/2025

In any sales-driven business, having a clear, consistent lead process is essential. It ensures that every lead is handled with care, making it easier to engage and convert them into loyal customers. Salesforce offers powerful tools to create, customize, and optimize your lead process, enabling you to improve efficiency and lead conversion rates. This article will walk you through setting up a lead process in Salesforce, covering everything from defining lead stages to automating assignments and scoring.

https://myonlineadmin.com/how-to-create-lead-process-in-salesforce/

In the fast-paced world of business, data is the lifeblood that keeps the machine running smoothly—or exposes the cracks...
07/31/2025

In the fast-paced world of business, data is the lifeblood that keeps the machine running smoothly—or exposes the cracks when it doesn’t.

You’ve probably heard this before: “If you can’t measure it, you can’t manage it.” But here’s the kicker: not all measurements are created equal.

Salesforce admins know this better than anyone. Your reports and dashboards can either be a lighthouse guiding your team to success or a jumble of numbers that only inspire confusion.

This blog isn’t here to tell you what you already know. It’s here to show you how to craft reports and dashboards that aren’t just informative—they’re transformative. Let’s get started.

https://myonlineadmin.com/create-better-insights-with-custom-reports/

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