Helping you see Salesforce in Black and White, without getting in a flap!
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 …
Summer ’22 Preview-Release Summary: Favourite Features Read More »
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 …
Garbage in, garbage out (GIGO). If poor quality data goes into a system, poor quality outputs will come out. Validation Rules are a key part of your Salesforce toolkit to improve your org’s data quality. In this post, I shall cover: What are validation rules? Why should you use them? How to create validation rules …
There are many things to consider when choosing a Salesforce job. One choice for admins and developers is whether to work in an ‘end user’ or ‘consultancy’. In fact, this is a common point of conversation with the mentees I have the pleasure of mentoring in Supermums. This can sometimes seem a daunting choice. However, it …
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 …
Welcome back to this mini-series on the AppExchange! Part 1 looked at what the AppExchange is and how it can help your org and career. Part 2 provided tips on finding and selecting apps. In this final part, I’ll share some of my personal favourite types of Apps. Hopefully some of these gems will help you …
This is part 2 of a mini-series on the AppExchange. Part 1, covered what the AppExchange is and how it can help businesses and professionals (click here). This post will help you with navigating the AppExchange to select the app which is right for you. Looking for an App If you are new to the …
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! …
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 …
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 …
Lightning Login: What is it and how do I use it? Read More »