Summary Variables Versus Roll-up Summary

There is a concept called the “Law of the Instrument”. It basically says that if you are familiar with a tool, you are more than likely to use said tool over a better alternative. For Salesforce Admins this happens all-the-time. “I don’t trust Flows so I use Workflow” could be the most stated comment from… Continue reading Summary Variables Versus Roll-up Summary

Quote Documents vs Conga Quote Generation

I’m fortunate to have been in the Salesforce ecosystem for a LONG time. And so my exposure to tools like Conga and Drawloop for document creation is fairly routine. A typical Salesforce admin has some experience with these tools and what they can and more importantly what they cannot do easily. So when I moved… Continue reading Quote Documents vs Conga Quote Generation