Blog

Who is my Salesforce Account Executive (AE)?April 06, 2015 – One of the things we ask new and prospective clients is "Who is you Salesforce Account Executive?" As a courtesy we ... Read Post →

Creating Custom Apps in SalesforceMarch 13, 2015 – In this episode of ShellBlack Whiteboard we discuss what is an "App" in Salesforce - which is simply a collection ... Read Post →

Preparing for Your Salesforce.com Administrator Certification CRT101March 12, 2015 – It's my understanding that Salesforce launched CRT101, "Preparing for your Salesforce.com Administrator ... Read Post →

Custom Objects in a "Many to Many" Data RelationshipFebruary 25, 2015 – In this episode of ShellBlack Whiteboard we finish up our series on┬ácustom objects with a "many-to-many" data ... Read Post →

Custom Objects in a "Master-Detail" Data RelationshipFebruary 24, 2015 – In this episode of ShellBlack Whiteboard we dive further into custom objects, and more specifically, custom objects ... Read Post →

Introduction to Custom ObjectsFebruary 23, 2015 – In this episode of ShellBlack Whiteboard we introduce Custom Objects - a way to extend the Salesforce database and ... Read Post →

Salesforce Record Types and Page LayoutsFebruary 22, 2015 – In this episode of ShellBlack Whiteboard we introduce Records Types - a way not only to segment pick list values ... Read Post →

Delivering Effective Salesforce End-User TrainingOctober 13, 2014 – After many weeks of meetings capturing requirements and late nights configuring Salesforce, you've implemented ... Read Post →

Create a Data Quality Lead Score Using FormulasSeptember 21, 2014 – You're a new sales rep and marketing just assigned you a 1,000 leads in your territory. The VP of Sales walks past ... Read Post →

Salesforce Quotes Part 2 - Template Design and LimitationsJuly 27, 2014 – In this episode of ShellBlack Whiteboard we discuss Quote Templates. We start by providing a few use cases where ... Read Post →