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 | 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 | 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 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 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...
