Salesforce

SFDC Penguin - Dreamforce 2022 - Cover

Dreamforce 2022: Summary

This week celebrated Dreamforce’s 20th year in San Francisco. With over 140 sponsors, 1000 sessions and 150,000 attendees (online and in person), it is truly a global event. Thanks to Salesforce+, many sessions are freely available online! Here are some of the key take-home messages.   Salesforce Genie Salesforce Genie was the biggest announcement. Genie …

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SFDC Penguin - Certified Associate Tips and Resources

Salesforce Certified Associate: Tips and Resources

Salesforce has released a new certification: Salesforce Certified Associate. I recently took and passed this exam. This blog summarises: Exam background, purpose, format, and structure Resources to help Tips and recommendations About the Exam A common question for many at the start of their Salesforce journey is: “Which certification should I do first?” Afterall, there …

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SFDC Penguin - Backup and Restore - Cover

Backup & Restoration: Are you prepared?

Things don’t always go to plan. Sometimes that’s a good thing. However, when protecting your Salesforce org’s data and metadata, you don’t want surprises! In this post, I’ll cover tips for backups and restoration. This will help you assess your org’s readiness and options available.  Why Backup and Restoration Matters? A good (non-Salesforce) example is …

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SFDC Penguin - Winter 23 Preview Release Summary

Winter ’23 Preview-Release Summary: Favourite Features

The Salesforce Winter ’23 Preview Release notes are now available! Lets see some of the best upcoming features. NOTE: Features are subject to change. Customisation: Dynamic Forms & Dynamic Related Lists Dynamic Forms. Now support Accounts, Contacts, Opportunities and Person Accounts! Click here for more info. Dynamic Related Lists. Introduced in Summer ’22. Winter ’23 …

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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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