Category: Salesforce

Shifts in the Salesforce Admin role have been gaining attention in recent years, defining what a Salesforce Admin does has been a long-standing challenge. Admins often wear ‘many hats’ with responsibilities that vary depending on the organization they work for. This is particularly true in… Read More

PandaDoc is a document generation vendor that integrates seamlessly with Salesforce to produce professional documents. It takes minimal time and effort to get set up. PandaDoc is not just a Salesforce document generation tool. Because PandaDoc only integrates with Salesforce and is not built on… Read More

Did you know that far more employers will look at your LinkedIn profile than will ever look at your resume? This means your LinkedIn profile needs to be a priority, if it isn’t already. Most individuals think that LinkedIn is simple, you toss up an… Read More

Testing, test strategy, test planning, and a good paper-trail help Admins support their employer when entertaining updates, upgrades, new apps from the AppExchange, accepting developer work-product, or migrating to Salesforce. This article is for anyone who would answer yes to some of the following: Do… Read More

Forms are essential for capturing data from prospects and customers, and into your Salesforce org. These could be web forms on your website, landing pages, portals such as Salesforce Community (Experience Cloud), or embedded on third-party applications. Regardless of where you choose to locate your… Read More

Depending upon the size of your Salesforce org or project engagement, an Admin may need to have a general understanding of deployments and the interaction between sandboxes and production environments. During deployments, issues can happen. If you are unprepared to handle these deployment snags, you… Read More

Mid-level 2-5 years Administrator 200 Table of Contents Nonprofit Cloud Consultant Certification Introduction The Nonprofit Cloud Consultant Certification has been created for consultants (and in my opinion administrators) who have experience, or wish to gain experience, in implementing the Salesforce Nonprofit Cloud solutions.  Much of… Read More

We embark on self-improvement to reach a goal: a promotion, a new skill, or something personal (like speaking Hindi). While self-study and experience are important to reach goals, being coached can’t be ignored. I’m convinced that it’s only when I leverage all three of these,… Read More

The brand new Salesforce User Experience (UX) Designer Certification is available now! If you navigate to Trailhead credentials, you’ll see there is a new role called “Salesforce Designer” and the new credential “User Experience (UX) Designer”.  “Are you passionate about creating human-centered user experiences? Salesforce… Read More