Author Archives: shellblack

Introduction to Orders in Salesforce

In this episode of ShellBlack Whiteboard we dive into Orders – what are they, how are they created, when are they used, and what makes them different from Opportunities? Shell discusses how using Orders can help you preserve what’s been … Continue reading

Posted in Whiteboard | Comments Off on Introduction to Orders in Salesforce

Lightning Experience (LEX) versus the Classic UI (Aloha) and Migrating to Lightning

In this episode we explore the brief history of the Lightning User Interface (UI), sometimes referred to as the Lightning Experience (LEX). Through this brief timeline we tackle the tough decision point – if I’m new to Salesforce, do I … Continue reading

Posted in Whiteboard | Comments Off on Lightning Experience (LEX) versus the Classic UI (Aloha) and Migrating to Lightning

Introduction to Assets

In this episode we look at Assets and explore the common use cases of how they can be used in Salesforce by sales, customer service or your back office. We cover the Asset Hierarchy and how the Status field controls … Continue reading

Posted in Whiteboard | Comments Off on Introduction to Assets

Introduction to Cases

In this episode we look at Cases – the core object of the Salesforce Service Cloud. We start by covering how you can use Cases to track issues, questions or requests to resolution. We discuss some of the special features … Continue reading

Posted in Whiteboard | Comments Off on Introduction to Cases

Selling B2C – The Household Data Model

In this episode of ShellBlack Whiteboard we look at the Household Data Model – a method you can use to leverage traditional Accounts and Contacts in Salesforce to sell B2C (Business to Consumer). I briefly cover other options that are … Continue reading

Posted in Whiteboard | Comments Off on Selling B2C – The Household Data Model

ShellBlack Whiteboard – Behind the Scenes

Back in August of 2013, the YouTube channel of ShellBlack Whiteboard episodes went live. The ShellBlack Whiteboard was a then new video series that explained the foundational concepts you need to know when working with Salesforce. I started recording the … Continue reading

Posted in Whiteboard | Comments Off on ShellBlack Whiteboard – Behind the Scenes

Mind the Gap: Why migrating to Lightning is good, but don’t turn Classic off just yet

The London Tube has a friendly reminder every time you use their services. They always say "Mind the Gap." This is meant to remind you that there is a physical gap between the platform and the tube. The gap doesn’t … Continue reading

Posted in Lightning | Comments Off on Mind the Gap: Why migrating to Lightning is good, but don’t turn Classic off just yet

10 Rules For A Successful Salesforce Administrator

When working with my Clients I’m reminded that part of my job is to sound like your high school gym teacher and drill the fundamentals of Salesforce every day – over and over and over. I tend to keep emphasizing … Continue reading

Posted in Consulting | Comments Off on 10 Rules For A Successful Salesforce Administrator

Texas Dreamin’ 2017 Austin TX May 11-12

ShellBlack.com is proud to announce that we will be a Platinum Sponsor of Texas Dreamin’ for 2017. This year’s inaugural event will be at the Driskill hotel in the State’s capital city (604 Brazos St, Austin TX 78701), and will … Continue reading

Posted in Events | Comments Off on Texas Dreamin’ 2017 Austin TX May 11-12

Will moving to Lightning be your New Year’s resolution?

2017 is here, and for many of us, that comes with New Year’s resolutions. As a Salesforce Administrator, you could tackle a lot of things. You could do some long overdue housecleaning and go through that ever-growing folder of reports … Continue reading

Posted in Lightning | Comments Off on Will moving to Lightning be your New Year’s resolution?