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 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 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 | 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...
