Category: Salesforce

The built-in reporting capabilities inside Salesforce are powerful. So powerful that the interface can be too much for some Salesforce users; many would prefer to do their most detailed analyses in a tool they’re already familiar with, like Google Sheets, which also has the bonus… Read More

Now that you are a Salesforce Certified professional, it’s time to let the world know! In addition to promoting your latest shiny credential on LinkedIn and your Trailblazer.me profile, there is an official way to allow others to confirm that you have indeed obtained those… Read More

One unique thing about Salesforce development is that there is no local environment, unlike other software development. You cannot make the changes in your code and see them right there on your machine; the code must be deployed to at least one org whether it’s… Read More

Marketing Cloud (including Pardot/Account Engagement) offer modules and features that cater to different marketing uses, all from one vendor (Salesforce). However, you don’t necessarily have to use solely tools from the one vendor – instead, you may find that others in your organization would prefer… Read More

Understanding buyer behavior is essential, both when times are good and especially when they are uncertain. While buyer psychology and motivations have not altered significantly, in the past two years channels and buyer behaviors have gone through radical change. Big data can help you understand… Read More

Whether they are on our phones, installed in our Salesforce orgs, or added as an extension onto our browser, apps are everywhere! In fact, a lot of us couldn’t imagine doing our jobs without some of the many apps we use on a day-to-day basis.… Read More

Lightning record pages are some of the most versatile tools you have as a Salesforce Admin. They are what your users are probably spending most of their time looking at in Salesforce. A good record page can make or break your Salesforce; however, a great… Read More

Salesforce Billing is part of the Revenue Cloud family of products and is one of Salesforce’s lesser-known tools. Organizations look to improve efficiency across their business, especially when faced with macroeconomic challenges. Having a billing system integrated with Salesforce provides transparency across the organization and… Read More

Practice makes perfect, and Salesforce exams are notoriously tricky! That’s why we’ve created our Salesforce Business Analyst practice exam pack to help you prepare, test your knowledge, and gain confidence. Wondering why you should take the Salesforce Business Analyst exam? It might surprise you that… Read More

Account Engagement (Pardot) gives admins and users plenty of options to tailor their accounts to their own needs, and with the changing landscape in terms of personalization, privacy, and efficiency, more of these features crop up with each new release (and sometimes in between releases!).… Read More