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My name is Terry Miller but others my know me more for Terry's Tidbits™. I am passionate about the Salesforce product family.  I hold fifteen certifications on the Platform, which I’m told that makes me one of the top resources in the Midwest.  That’s all great, but mostly, I like sharing the things I’ve learned.

Terry’s Tidbits™ first started at the Des Moines Salesforce User Group meetings.  It was a quick, “did you know you could do _____, with Salesforce?”  The 3-5 minute segment was a hit.  Over the years, it has evolved into this blog site, my Twitter handle, and my YouTube channel.

One of my favorite things is to add value to others.  Leading Certification Study Groups is one way I do this.  These study groups have helped several people reach their certification goals.  You can watch them all for free on my YouTube channel.  If you’d like to be part of one, follow me on the Salesforce Trailblazer Community as that’s where any future groups will be announced.  In the meantime, test your readiness with one of my practice exams.

To learn more about me, check out the About Me page.  If you’re looking for an exceptional independent consultant, check out my Home Team Consulting site. Thanks for stopping by, and I hope Terry’s Tidbits prove helpful in your Salesforce journey.

April 12, 2019

Single Sign On with Microsoft Azure AD

Applies to: Lightning One of the simplest things you can do to help improve user adoption of Salesforce is to enable Single Sign On (SSO).  SSO […]
March 10, 2019

Implement a Salesforce Trigger Framework

Learn how to setup an Apex Trigger Handler. I break down my favorite to make it simple to understand and implement in your environment.
February 1, 2019

Terry’s Tidbits: Salesforce 2019 Spring Release Top Ten

Exciting new features to watch out for in the Salesforce Spring '19 Release
November 21, 2018

Terry’s Tidbits: Integrating Salesforce and Microsoft Office 365 SharePoint

Available for Lightning and Classic, Professional Edition and up   Wouldn’t it be nice to have a way to link files from SharePoint with Salesforce? You […]
November 14, 2018

Terry’s Tips: Salesforce 2019 Winter Release Highlights You Will Love

Applies to: Lightning   The Salesforce Winter ‘19 Release is here! Have you had a chance to try out its new features? I have and am […]
February 25, 2018

Exciting Features from Salesforce Spring ’18 Release Highlights

Applies to: Lightning The first release of the year is in, and it’s got many users excited with new features and functionality. This makes Salesforce even […]
September 27, 2017

Using reCAPTCHA on Salesforce Web-to-Lead Forms

Applies to: Lightning and Classic Tired of getting spam from your Salesforce Web-to-Lead form? The Web-to-Lead option provides us an easy method for adding new Lead […]
August 24, 2017
Salesforce REGEX Examples to Enforce Data Entry Standards

Salesforce REGEX Examples to Enforce Data Entry Standards

Applies to: Lightning and Classic Accuracy is a necessity when it comes to business databases. Ensuring accuracy starts with effective data entry standards. REGEX() is a […]
April 17, 2017

How to setup Salesforce Lightning for Outlook

Applies to: Lightning Effective time management is one of the essential attributes in ensuring sales success. In an effort to continuously develop advanced solutions to help […]