by Claire Richard | Jun 13, 2022 | General, Starter Administration
This is the continuity & end of the article Basic User Experience & Interface Tips | Part 1. Here is what is going to be covered: List Views: easily filter down dataPage Layout: break those fields up nicelyLightning Pages: streamline them! 1. List Views:...
by Claire Richard | Jun 13, 2022 | Salesforce Administration, Starter Administration
Quick reminders: What is User Experience (UX)? The UX broadly includes how the user interacts with the service or product. Perceptions of utility, ease of use, and efficiency are key to determine a good or bad UX. What is User Interface (UI)? Part of the UX, the UI is...
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 Pascale Gieryn | May 3, 2022 | Marketing, Pardot
Balancing Privacy and User identification with First Party Tracking and what it means for Pardotters (Marketing Cloud Account Engagement). Marketers have been using cookies with third-party tracking to identify what content is accessed, where people go, and what...
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 Claire Richard | Mar 31, 2022 | General, Supercharged Administration
TIPS & TRICKS #FLOW Use Case A company has created a custom object linked to the Lead & needs those records to be parented to the Opportunity upon conversionThe Opportunity relationship field should not be visible on the child records when still on the Lead...
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 Claire Richard | Mar 15, 2022 | Salesforce Administration, Starter Administration
TIPS & TRICKS Use case: A company needs to see/export a report filtering data specifically for an Account or an Opportunity: for instance to send it to that Client on a frequent basis.A company needs to quickly see more fields of the related list than the 10 max...
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....
