Lightning Login: What is it and how do I use it?

I recently wrote about Salesforce’s requirement for customers to use Multi-Factor Authentication (MFA) by the 1st of February, 2022. It is important to choose the right approach for your business. Salesforce’s ‘Lightning Login’ is an easy way to help comply with MFA, without needing to use passwords to login!  In this post, I’ll cover what

Read More »

Salesforce Multi-Factor Authentication: Key things to know

From the 1st of February 2022, Salesforce Customers are contractually required to use Multi-Factor Authentication (MFA) to access Salesforce products. Let’s look at some of the key considerations. Table of Contents What is MFA? MFA enhances security by requiring users of a service, such as Salesforce, to provide more than one piece of evidence to

Read More »

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

Read More »

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 &

Read More »

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

Read More »