by Pascale Gieryn | Jan 24, 2022 | Additional Salesforce Features, Pardot, Salesforce Administration, Starter Administration
Salesforce is well-known for developing a platform that provides a 360 view of the customer so that you can stay connected to your clients in every way. Building your website or hosting pages on Experience Cloud is one way to keep a single source of truth to all...
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 Pascale Gieryn | Jan 12, 2022 | Marketing, Marketing Cloud, Salesforce Certifications
Read Part 1 here to get a full picture of the Marketing Cloud Setup. Dive deeper into Marketing Cloud Setup below where we explore some of the core feature concepts. From Address Management: If you have a Sender Authentication Package (SAP), you will see your...
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 Pascale Gieryn | Jan 10, 2022 | Marketing, Marketing Cloud, Salesforce Certifications
Getting started with Marketing Cloud Setup can be tricky, make sure you understand what each section in setup requires before getting started. Navigating Settings: Once your username and password have been set, log in. There are two ways to get to Set...
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 Hello Kloud | Jan 4, 2022 | Salesforce Certifications
Preparing for the User Experience Designer Exam (and writing the exam), we have come to realise that one needs to have a mix of experience in Salesforce. From Experience Cloud through to content covered in Platform App Builder, mixed with a few Testing and Business...
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...
