by Rebecca Heald | Jul 26, 2023 | Additional Salesforce Features, General, Salesforce Administration, Starter Administration
Experience Cloud Licenses are authenticated member or login-based licenses that are assigned to a specific external user who accesses a community over time. This short article summarises vital information about the current Experience Site Licenses available. For...
by Rebecca Heald | Jul 16, 2023 | Marketing, Marketing Cloud
For reporting on sends and journeys you have a selection of standard Marketing Cloud reports that are located in Email Studio under the Tracking menu. Additionally, if you have access to Datorama, you will have key dashboards and pivot table reporting available. You...
by Rebecca Heald | Jul 10, 2023 | Marketing, Marketing Cloud
Gaining insights into your prospects within Marketing Cloud is possible with a number of tools integrated into Marketing Cloud. We can use these insights to build better relationships with our audiences through customised journeys. Analytics builder helps with...
by Rebecca Heald | Jul 2, 2023 | Marketing, Marketing Cloud
Datorama is the addition to the Marketing Cloud suite that replaces the end-of-life Discover Reporting. Discover Reporting Tool support and updates are scheduled to end as of 21st April 2022. An overview of Email Reports is here. An overview of Analytics Builder...
by Rebecca Heald | May 23, 2023 | Additional Salesforce Features, General, Salesforce Administration, Starter Administration
There are several ways to connect two Salesforce orgs. The method you choose depends on the business’s needs and technical expertise available. These are: event-based integration using Change Data Capture or Platform Events, an API Integration, and middleware...
by Rebecca Heald | Nov 25, 2022 | Additional Salesforce Features, Salesforce Administration
The Actionable Relationship Center helps advisors to manage relationships in one location. The Actionable Relationship Center displays Financial Services Cloud packaged relationships as well as those that come out of the box with Salesforce. They are represented in a...
by Rebecca Heald | Nov 18, 2022 | Additional Salesforce Features, Salesforce Administration
A Lightning Record page component that comes with Financial Services Cloud is the Life Events and Milestones component. It helps provide an overview of a person’s professional or personal milestones (think births, home moves, and life-changing surgery). For...
by Rebecca Heald | Nov 17, 2022 | Additional Salesforce Features, Salesforce Administration
This is a short article about Financial Goals in Financial Services Cloud. Their purpose is to enable a user to track their customers’ saving related goals. A user can speak with their customer to capture their wishes and goals for the future and track towards...
by Rebecca Heald | Nov 16, 2022 | Additional Salesforce Features, Salesforce Administration
Financial Services Cloud Action Plans enables repeatable tasks and their typical sequence of execution to be automated. The result: improved productivity and collaboration. Tasks can be set up to be assigned to queues or specific users according to a cadence of time...
by Rebecca Heald | Nov 15, 2022 | Additional Salesforce Features, Salesforce Administration
Salesforce’s Financial Services Cloud is designed for the financial sector with retail, corporate and investment banking, wealth management, insurance, and mortgage businesses in mind. It provides customer-centric experiences that are seamless and allow the...
by Rebecca Heald | Nov 14, 2022 | Additional Salesforce Features, Salesforce Administration
Leads and Referrals In Financial Services is a feature that helps take the clunkiness and wait time out of referring a customer to a colleague to meet that customer’s needs. A lead is generally self-sourced, can be unreliable and if they are generated off...
by Rebecca Heald | Nov 1, 2022 | Salesforce Certifications
While studying for the Identity and Access Manager certification, I wanted to dive into Login Flows. Here are my notes on this topic. Custom login flows are incredibly useful for enforcing business processes when a user authenticates to login to a Salesforce org or...
by Rebecca Heald | Sep 14, 2022 | Marketing, Marketing Cloud
This article is a summary of what possible analytics and metrics are available in each Social Studio instance alone. It is an introduction to Social Studio Analyze highlighting some elements that have interested me. There are three tools to build up your Analytics in...
by Rebecca Heald | Sep 1, 2022 | Marketing Cloud
Social Studio has a flexible roles based access control structure to enable users to carry out their tasks. There are Roles that apply to the whole Social Studio tenant and those that apply to a Workspace. This article focuses on the use case that the...
by Rebecca Heald | Aug 1, 2022 | Salesforce Certifications
These notes on OAuth 2.0 User Agent Flow were made studying for Identity and Access Management Architect Salesforce certification. OAuth 2.0 User Agent Flow: To implement the User Agent Flow, we need to create a connected app (see this article here) which is then used...
by Rebecca Heald | Jul 28, 2022 | Salesforce Certifications
These are my notes on Canvas Apps made while studying for the Integration Architect certification exam. Canvas is a mechanism for consuming applications in Salesforce. It connects applications at both the API and user interface level. It is a connected app, but not...
by Rebecca Heald | Jun 16, 2022 | Salesforce Certifications
The Metadata and Tooling API’s for me come under a similar category of API’s in that they are to do with the definition of data rather than data. These notes were compliled while studying for my Integration Architect certification in Autumn/Winter 2021/2022. Metadata...
by Rebecca Heald | Jun 6, 2022 | Salesforce Certifications, Supercharged Administration
These are my notes on registration handlers gathered together in working towards the Identity and Access Management certification. What is a Registration Handler The registration handler is required when setting up single sign-on for Salesforce or Experience Cloud...
by Rebecca Heald | Apr 23, 2022 | Additional Salesforce Features, Salesforce Certifications
These are my OAuth authorization flow notes for my Identity and Access Management Certification Study. They cover the parts that I wanted to dive into, so please keep the source documentation as your go-to place, and use these as a summary/aid to support any research...
by Rebecca Heald | Apr 12, 2022 | Salesforce Certifications
These notes on Files Connect and Federated Search form part of my study towards the Integration Architect certification. Please see some more articles here. Files Connect: Files Connect allows you to share external files, search for, and browse them right from...
by Rebecca Heald | Mar 20, 2022 | Salesforce Certifications
These are notes about the Streaming API while studying for the Integration Architect exam. I find the Streaming API and event driven architecture and messaging systems fascinating. It catches my imagination. Event driven architecture revolves around the creation...
by Rebecca Heald | Mar 1, 2022 | Salesforce Certifications
Outbound Integration in a Salesforce context is always from Salesforce to External Systems. It is where Salesforce initiates the contact with an external system. These notes are helping me to form concepts while studying for the Integration Architect Certification....
by Rebecca Heald | Feb 3, 2022 | Salesforce Certifications
While studying for the Integration Architect exam, I looked into different aspects of securing an integration. One particular element I wanted to explore deeper was the Shield Platform Encryption. A Shield Platform Encryption Overview Shield Platform can encrypt files...
by Rebecca Heald | Feb 2, 2022 | Salesforce Certifications, Supercharged Administration
These are notes on Delegated Authentication that I am making while studying for my Identity and Access Management Architect certification. Delegated Authentication enables users to log into many applications with one set of credentials. In many respects it is similar...
by Rebecca Heald | Feb 2, 2022 | Salesforce Certifications
I am currently studying for both the Integration Architect and the Identity and Access Management Architect certification. These notes are highlights from the information I have been gathering to help me prepare for the certification from the Systems Architect track....
by Rebecca Heald | Feb 1, 2022 | Salesforce Certifications
A Callout is an outbound integration from Salesforce to an external system. These are my notes on this topic while working towards the Integration Architect certification. Apex Callouts are used to integrate Salesforce with an external system by making a call to...
by Rebecca Heald | Feb 1, 2022 | Salesforce Certifications
This article is a summary of my notes about the Lightning Platform REST API that I have made while studying for the Integration Architect exam. Lightning Platform REST API The REST API is the API generally recommended for creating, searching and manipulating data. It...
by Rebecca Heald | Jan 28, 2022 | Salesforce Certifications
These are notes about Composite, Composite Graph and sObject Tree APIs that I made while studying for the Integration Architect certification. Other articles are here. Composite API (URI: /vXX.X/composite) Executes a series of REST API requests in a single call...
by Rebecca Heald | Jan 26, 2022 | Salesforce Administration, Salesforce Certifications, Starter Administration
This article form notes I have gathered on identity and access relating to Salesforce Mobile App (for users) and SalesforceA (for admins). Although not a big topic it is good to keep in mind as background knowledge for the Identity and Access Management Architect...
by Rebecca Heald | Jan 22, 2022 | Salesforce Certifications
While studying for the Identity and Access Management certification, I wanted to dive deeper into Embedded Logins. Here are my notes on this – they may not cover what you need, so please do use Salesforce’s official documentation to supplement any research you...
by Rebecca Heald | Jan 11, 2022 | Salesforce Administration, Starter Administration
Out of the box, Salesforce Calendar has some useful features. This article highlights two of them: You can add another Calendar and you can add standard and custom object records according to dates on those records. It is possible to add Public Calendars and Resources...
by Rebecca Heald | Jan 6, 2022 | Salesforce Certifications
This is an introduction to a series of posts of my notes about Salesforce APIs, Integrations, and Connectors that I am making while working towards the Integration Architect certification. I hope that they prove useful starting points for others on this journey too....
by Rebecca Heald | Jan 3, 2022 | Salesforce Certifications
This post provides some Salesforce certification learning resources that we have found useful. Trailhead: https://trailhead.salesforce.com The most obvious source! Here you have: Modules: Modules introduce you to specific topics in bite-sized units. Learn what a...
by Rebecca Heald | Jan 1, 2022 | Salesforce Administration, Starter Administration
A cross-object formula is a formula that spans at least two related records and references or merges fields on those records. These would be records in lookup or master-detail relationships. Here are some good-to-know tips: You can reference fields from related...
by Rebecca Heald | Dec 31, 2021 | Salesforce Administration, Starter Administration
Salesforce formula fields are a powerful tool in your Salesforce administration toolbox. Mastering formula fields and their many applications helps with considering logic, operators and functions in other areas of declarative configuration, such as Process Builder and...
by Rebecca Heald | Sep 19, 2021 | Salesforce Administration, Starter Administration
Validation Rules are useful tools for ensuring your data is clean and that relevant information is captured in context by users. Instead of making fields required and possibly alienating your users and negatively influencing adoption, careful planning with validation...
by Rebecca Heald | Sep 19, 2021 | Marketing Cloud
Marketing Cloud has different ways to personalise content and messages that are very impressive. This post focuses on AmpScript in personalisation strings. AMPScript is a language that can be embedded into templates, applications and landing pages to personalise them....
