Access Management: The End of Profiles?

Salesforce provides many tools to control user access. However, ensuring the right level of analysis can be challenging. Equally, Salesforce is striving to reduce reliance on Profiles in favour of Permission Sets and Permission Set groups. This post outlines key considerations to help you prepare.  Background: Why Access Matters Managing access rights is essential. Too

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Service Cloud Consultant Certification: Tips & Resources

I recently took the Service Cloud Consultant exam and passed! In this post, I’ll cover: Exam background: purpose, format & structure Resources to help you pass your certification exam Personal tips and experiences  As always, I hope this will help you with your own learning journey! With that said, let’s begin! About the Exam Purpose

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Salesforce World Tour London ‘22: Take-home messages

After a 2-year hiatus, the Salesforce World Tour returned to London on Thursday! Full of news, demos, products and case studies, it was worth the wait. The event was also a reunion. As we adapt to the ‘new normal’ following Covid, it was great to see so many faces old and new and experience the

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Marketing Cloud Email Specialist: Tips & Resources

I recently took the Marketing Cloud Email Specialist Certification exam and passed! In this post I will share my experiences. I’ll cover the exam format, resources used and a few helpful tips. Hopefully, this will help your learning journey. Ok, let’s get started! About the Marketing Cloud Email Specialist Exam The exam covers the skills

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Summer ’22 Preview-Release Summary: Favourite Features

The Summer ’22 Preview Release Notes are now available! Let’s see some of the upcoming features. NOTE: Features are subject to change. Targeted Prompts Targeted Prompts show guidance on a specific component. Additional components are now supported: Einstein Search, Help, Trailhead (Global Header) and the Action Ribbon for List Views and Record Pages. This can

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Getting Ready for Summer ’22

The Salesforce Summer ’22 release is around the corner. Here, I’ll share key dates and recommendations for the release. What is Summer ’22? Salesforce has three releases each year: Spring, Summer, and Winter. These introduce new features, which can be enabled either: Automatically By an Administrator or Developer By a request to Salesforce Pay attention

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