Helping you see Salesforce in Black and White, without getting in a flap!
Welcome back to this mini-series on Salesforce Certifications! In the last post we covered the reasons and benefits for passing certifications. Here, we will look at some of the key resources to help you. We will also give you some tips to help you prepare for your certifications. Salesforce Certified Professional Logo Table of Contents …
Salesforce Certifications: How to Prepare and Study for them Read More »
Each year, Salesforce’s products expand. The number of certifications also increases. With so many certifications (~40) to choose from, the options can seem bewildering! Recently, a friend of mine, Adam Lawrence and I discussed certifications. This covered two themes: Why study them and are they worth it? What resources are available? This post looks at …
Salesforce Certifications: Why study them and are they worth it? Read More »
The Salesforce Summer ’21 Release is nearly here! In this post, we shall cover what Summer ’21 is, when it is and some recommendations on what you should do ahead of the Release. NOTE: Summer ’21 is currently in preview. This means this is still subject to ‘safe habor’ and change. Table of Contents What is Summer …
Summer ’21: What/When is it and What should I do to prepare? Read More »
Customising the Salesforce Help Menu is a simple way to help user adoption. In this post, we shall look at why you would customise the Salesforce Help Menu. NOTE: This is only available in Lightning Experience Table of Contents Why Customise the Help Menu? No two businesses are the same. Odds are your Salesforce system …
Effective Lead Management is essential for a healthy sales pipeline. Prioritisation is key. The end goal is to work with the best leads, so they become happy customers (and businesses gain a return on investment). This post overviews Einstein Lead Scoring within Salesforce Lightning Experience. Screenshot of Einstein Lead Scoring Table of Contents Background If …
In a previous post, we covered Dynamic Forms. In this #LightningFlap, we explore the capabilities of Lightning Apps and the App Manager. Table of Contents What is an App? An App in Salesforce is a collection of Tabs grouped together. Each Tab provides access to different areas of the system (e.g. Accounts, Contacts, Reports, Dashboards, etc). …
It feels like 5 minutes since Winter ’21 and now we’re talking about Spring ’21! On the 18th of December, Salesforce released the Preview of the Release Notes. The following summarises some of the features which grabbed my attention. This is not exhaustive. Equally, this is based on a ‘Preview’; features are still subject to change. …
It is time for another #LightningFlap! In our last post, we looked at Activity Timelines and how they help show Tasks/Events in a single view. Click here to check that out. Before our deep-dive on Lightning Record Pages, we shall take a slight detour! Winter ’21 is coming and there is plenty to get excited …
Winter ’21: Dynamic Forms in Lightning Experience Read More »
It’s time for a #LightningFlap ! In our last post, we covered Account Hierarchies. Lets now look at Activity Timelines. We shall cover: What is an Activity Timeline? How do I use it? Can I turn Activity Timeline off? Summary What is an Activity Timeline? Salesforce provides the tools to give us a 360-degree view …
It is time for a #LightningFlap! In an earlier post, I said how Account Hierarchies are better in Lightning Experience. I am now going to explore the following: What is an Account Hierarchy? How do I use it? What can Account Hierarchies not do? Lightning Experience vs Classic Bonus tips Summary What is an Account …