Salesforce

SFDC Penguin - Salesforce Summer '22 Preview Release Summary

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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SFDC Penguin - Getting Ready for Summer '22

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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Flow: How to learn Flow

If you are new to Salesforce, or an established professional but unfamiliar with Flow, there has never been a better time to learn. You may think Flow is complex or not know where to start. In either case, this post is here to help you.   What is Salesforce Flow? Flow is a key piece of …

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SFDC Penguin - What is the AppExchange and how does it help?

What is the AppExchange and How does it help?

The Salesforce AppExchange has reached an impressive milestone: 10 million installs! To celebrate, I’ll be writing a three-part blog post! Here, I will explain what the AppExchange is and how it can help you. In the next couple of posts, I’ll share some of my favourite types of Apps and tips for selecting an app. Let’s get started! …

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What is Salesforce Data Mask?

Data within Salesforce must be kept secure. Efforts often focus on Production (live), but any system holding Personally Identifiable Information (PII) data needs care. This includes sandboxes, where Data Mask can help. Here, I’ll overview what a sandbox is. Salesforce Data Mask is then explored to see how it can help with data security in sandboxes. What …

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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 …

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