Helping you see Salesforce in Black and White, without getting in a flap!
The ‘administrator’ certification is a key milestone for anyone entering the Salesforce ecosystem. It is also important for anyone who is already working with Salesforce, but wants a deeper understanding. Employers recognise the certification and as a result it helps to open doors. You may wonder: How hard is the exam? How long will I …
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The Spring ’23 Preview Release Notes are now available. As usual, there are many new features! Here are some of my favourites. NOTE: Features are subject to change. Console: Performance Optimisation Limit the Maximum Number of Loaded Lightning Console Tabs in a Session: Cap the maximum tabs which load automatically. The least recently used tabs which …
“If it ain’t broke, don’t fix it”. This can be true in many situations. That said, doing nothing can impede innovation and hold your org back. Can your business afford to miss out on improvements? This is where a Health Check comes in. Recently, Adam Lawrence and I discussed the value Health Checks can provide. …
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 …
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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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 …
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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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 …
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 …
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