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 Pascale Gieryn | May 23, 2023 | General, Salesforce Administration, Salesforce Certifications, Starter Administration
Salesforce recently released the Salesforce Associate Exam to bridge the gap between logging in for the first time in Salesforce and becoming a superuser of your Salesforce instance. You can skip this exam and go straight to the Salesforce Administrator Certification...
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 Pascale Gieryn | Aug 31, 2022 | Additional Salesforce Features, General, Marketing, Salesforce Administration
The Mailchimp integration allows marketers to segment data within Salesforce! Marketers can send these segmented, up-to-date sets of data (called Queries) straight into Mailchimp for use as a sending list for a campaign. In this article, you will find 3 ways of...
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 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 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 Pascale Gieryn | Feb 3, 2022 | Pardot, Starter Administration
What does a business that runs on Salesforce do if a lead is now a contact but returns for a new product, service, or any other opportunity? A queue cannot be created on Contacts – only leads, cases, and custom objects. So how do you report and ensure that...
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 Pascale Gieryn | Jan 30, 2022 | Additional Salesforce Features, Supercharged Administration
Getting Data into Tableau from all streams of Data Sources allows your teams to combine analytics as well as view and track campaign progress. Connecting Google Analytics or any external data source to Tableau can be done following these steps: Log into Tableau...
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 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 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 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...
