Salesforce

SFDC-Penguin-Free-App-to-help-with-Access-Management

Free App to help with Access Management

Anyone who knows me (or follows this blog!) will know I like the AppExchange. It helps businesses solve challenges, without reinventing the wheel.  In my last post, I wrote about Access Management. Maintaining healthy access management is essential. However, depending on your org, your users may have a tapestry of permissions. This can be challenging to …

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SFDC Penguin - Access Management: The End of Profiles?

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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SFDC Penguin: Marketing Cloud Email Specialist Certification Cover Image

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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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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