The adaptability of the Salesforce platform is often a key selling feature for any business user. The ability to change my mind and have the system update accordingly with limited IT cycles is music to their ears. But this music masterpiece quickly turns into a somber tune if the development and administrator teams are not…
On June 18th, 2015 Salesforce sent an email to existing Salesforce Certified Developers letting them know that a beta program was being put together for a new certification – Salesforce Certified App Builder. Just as the Salesforce Consultant certification morphed into two new certifications back in 2011 (Sales Could Consultant and Service Cloud Consultant), the…
Travel Day At 4:50am my eye glances at the clock. What’s the point? The alarm is set to go off in ten minutes, so I roll out of bed and start getting ready for my 8am flight. Quick peak at email, shut down the laptop and I head out. Driving in the light early morning…
As a Salesforce MVP I’m frequently asked what did I do to get recognized and become an MVP. It all starts with getting involved with the Salesforce Community and giving back your time and knowledge. Another thing to realize is that there is no single path in this journey. For many I don’t think it’s a conscious effort….
I had an interesting inquiry come across our website recently. The individual wanted to know if there was an easy way to email Contacts that didn’t open up his last mass email. Actually there is! As a prerequisite for this to work, the last mass email needed to have used an HTML email template created in Salesforce….
One of the things we ask new and prospective clients is “Who is you Salesforce Account Executive?” As a courtesy we like to let Salesforce know when we’re working with one of their customers. For various reasons, many don’t know who is their Salesforce rep, but there is a very easy way to find out!…
In this episode of ShellBlack Whiteboard we discuss what is an “App” in Salesforce – which is simply a collection of tabs that are assigned to users through their Profile. Shell walks through how to create a custom App in “Setup” and add a custom logo. Lastly Shell covers how licenses and Salesforce editions come…
It’s my understanding that Salesforce launched CRT101, “Preparing for your Salesforce.com Administrator Certification.” last year at Dreamforce. It’s a 1-day class and costs $850 per student (plus tax by the way!). I had received an email from certification@Salesforce.com on December 29, 2014 with the subject line “Salesforce Certified! Has a nice ring to it, right?”…
In this episode of ShellBlack Whiteboard we finish up our series on custom objects with a “many-to-many” data relationship. Shell walks us through an example of registering for Dreamforce to illustration how a custom object with two lookup relationships becomes a “join” object in the database. View this video on YouTube: http://youtu.be/PArdXLnSJv0 Part 1 on Custom Objects: Introduction…
In this episode of ShellBlack Whiteboard we dive further into custom objects, and more specifically, custom objects in a “master-detail” data relationships. Shell walks us through an example of a master-detail relationship using an Expense Report. Because of this data relationship, records can be tabulated using Roll-up Summary fields. This can be very helpful in…