Careers
Richard Pomeroy

Salesforce CRM Introductory Course

Over the past few months I’ve been working with my friend, Yau, to create an introductory course for new Salesforce users. I am pleased to announce that “Salesforce CRM: A Complete Introduction” is now available!  In this post, I’ll share with you some of the high-level content of the course and how to access the course

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Careers
Richard Pomeroy

Salesforce Data Architecture and Management Designer Certification – Tips & Resources

Earlier today I took the Data Architecture and Management Designer certification exam. Happily, I passed! In this post, I wish to share some tips and lessons learned for anyone seeking to study this certification.  Table of Contents About the Exam The certification is one of four pre-requisites to earn the Application Architect certification. The exam covers

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Salesforce
Richard Pomeroy

September 21 IdeaExchange Prioritisation – Don’t lose your Coins!

Ever wanted a piece of functionality in Salesforce, which isn’t available yet? Wish it was part of the core platform? That’s where the IdeaExchange comes in!  In this post, I’ll take a quick look at the IdeaExchange, Prioritisation, how to spend your coins and where to go to learn more. Table of Contents What’s the IdeaExchange &

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Winter ’22 Release Summary – Favourite Updates

It’s nearly time for the last Salesforce Release of 2021! It has come around quickly. Let’s take a look at some of  the best bits of Winter ’22! NOTE: At the time of writing, the Winter ’22 Release Notes are in Preview. Details are subject to change.  Table of Contents Analytics Enhancements Report Run Page: Inline

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Einstein Search – What is it and How do I use it?

Einstein Search It’s time for another #LightningFlap! In this post, we’ll cover Einstein Search. This is Generally Available in Summer ’21.  We’ll show what Einstein Search is, how to set it up and use it. Let’s get started!  Table of Contents What is Einstein Search? First introduced in Winter ’20, Einstein Search is the next-generation of

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Summer ’21: In-App Guidance: Targeted Prompts and Walkthroughs

In-App Guidance has been enhanced further in the Summer ’21 Release. This follows other updates in Spring ’21.  Table of Contents In-App Guidance: Targeted Prompts In-App Guidance allows us to create targeted prompts for users. This has many use cases. For example, helping adoption and signposting changes.   As of Summer ’21, the types of Prompts supported

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