Category: Salesforce

In Salesforce, the Account object is used to store information related to a company – an Account (the company) has related Contacts (the employees that work there). But what if your customers are individuals? This is where Salesforce Person Accounts come in. If your business… Read More

In programming, we often need to read and manipulate text inputs. Text in programming tends to be universally stored in the String data type and treated as an array of characters. This approach helps us construct the very fundamentals of the String class, and facilitate… Read More

Today’s Salesforce Admins share many of the same responsibilities as operations professionals. However, a recent survey by Salesforce Ben, Sonar, and Wizards of Ops found that many companies consider admins and ops to be separate departments. The good news is that, regardless of which department… Read More

Salesforce is one of the leaders of Software as a Service (SaaS). You may remember their old mascot – the dancing “No Software” icon-come-to-life that personified the concept that you could have powerful software outfitted over the web. No need to install executables! It was… Read More

You need to take Salesforce maintenance exams to keep your Salesforce credentials valid. This is a positive thing – ensuring that you keep your knowledge up-to-date in line with the ever-changing Salesforce platform.Salesforce maintenance exams were moved to Trailhead (in 2018) which brought the following… Read More

A Salesforce scratch org is a temporary Salesforce instance, typically used for a specific development. As part of the Salesforce DX collection of tools, these are aimed towards developers or architects with experience in Salesforce CLI and Visual Studio Code. In this post, I’ll attempt… Read More

A Salesforce pipeline report can analyze company goals through individual sales targets and opportunities. Broader goals (in terms of revenue, leads, and sales) can be strategized for and measured through monthly pipelines, funnels, and historical figures. When used optimally, pipeline reports can accurately forecast revenue,… Read More

If you want to take your Salesforce Flow skills to the next level, it’s inevitable that you will need to start familiarizing yourself with “general” and “governor” limits.  These limitations can seem intimidating at first, but I will explain the most important concepts and the… Read More

Salesforce Activities track the interactions your users have with prospects and customers through various communication channels. These are either Salesforce Tasks or Salesforce Events records. “Activity” appears in the Object Manager in every Salesforce org, which means that every Salesforce customer can leverage them. In… Read More

If you want to judge how fast the Salesforce ecosystem is growing, look no further than their certification program, which now has 35+ certifications to choose from. In case you missed the news, two new certifications were announced at last month’s Trailblazer DX ‘22 event.… Read More