Helping you see Salesforce in Black and White, without getting in a flap!
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 …
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 …
Service Cloud Consultant Certification: Tips & Resources Read More »
After a 2-year hiatus, the Salesforce World Tour returned to London on Thursday! Full of news, demos, products and case studies, it was worth the wait. The event was also a reunion. As we adapt to the ‘new normal’ following Covid, it was great to see so many faces old and new and experience the …
Salesforce World Tour London ‘22: Take-home messages Read More »
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 …
Marketing Cloud Email Specialist: Tips & Resources Read More »
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 …