Category Archives: Whiteboard

ShellBlack Whiteboard

How I found the Salesforce Community and became an MVPApril 26, 2015 – As a Salesforce MVP I'm frequently asked what did I do to get recognized and become an MVP. It all starts with ... 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 →

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 →

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 →

Salesforce Quotes Part 1 - Overview and Key FieldsJuly 27, 2014 – In this episode of ShellBlack Whiteboard we look at Quotes and how they are used in conjunction with Opportunities ... Read Post →

Products Part 2 - Revenue and Product SchedulingJuly 20, 2014 – In this episode of ShellBlack Whiteboard we look at the two types of Product Schedules: Product Schedules and ... Read Post →

Products Part 1 - Overview of Products and PricebooksJuly 11, 2014 – In this ShellBlack Whiteboard episode we dive into Opportunity Products and Pricebooks. Shell starts by defining ... Read Post →