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Demystifying Salesforce Einstein
Artificial Intelligence is becoming more commonplace in our everyday lives, and we’re all comfortable with AI as consumers because there is very little for us to do or setup. But with the advent of Salesforce Einstein, Salesforce professionals are confused on what exactly Einstein is. They are also concerned that they will need to know…
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Eliminating Salesforce Passwords with Lightning Login
I like magic. I don’t believe in it, but I like it! There’s something thrilling about watching a magic trick that just gets me all excited. That’s how I felt after enabling Lightning Login for my developer org. Logging into my org with a fingerprint is pretty cool, and magic or not, users will think…
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Getting Started with Financial Services Cloud
One of the best things about being a consultant is that I get to play with new Salesforce functionality that I wouldn’t otherwise be able to experience. As Salesforce continues to expand its reach with more vertical market solutions, an entirely new series of Salesforce functionality enters the community. Today, that’s Financial Services Cloud. Financial…
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Coolest Lightning Components on the AppExchange
One of the most compelling reasons to switch to Lightning Experience is to leverage the underlying architecture, including Lighting Components. These components can be created by a developer for a specific business use case, or installed from the AppExchange to enhance or compliment your existing configuration. Lightning Components can offer a great array of flexibility to…
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Automation Showdown: Process Builder vs Workflow
Ahhh, the great automation debate: Process Builder versus Workflow. Both are powerful tools, both offering countless benefits. More than likely there is at least one of each kind of automation enabled in your org right now. But which one should you be using for that next automation request? Based on Trailhead exercises, you should be using Process…
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Getting Started with Lightning Components and Record Pages
What excites me most about Lightning Experience is the flexibility of the user interface. With its module design, and the ability to assign pages at a granular level, users will notice an improved navigational experience, and quick access to critical data elements (assuming you know how to modify the user experience in Lightning). But, unlike Classic,…
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Taking Salesforce Certification Exams At Home – Why Didn’t I Do This Earlier?
I’m excited to have a guest post this week on Admin Hero! I’ve been curious to know how virtual proctoring works when taking a Salesforce certification exam, and thanks to Paul, now we know! The Backstory DISCLAIMER: This is based on my experience alone and requirements and checks change over time. Here’s the situation: I’m…
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Learning Lightning Experience: Your First Steps
Face it – you want to sweep Lightning Experience under the rug and forget that it’s even there. This is the general sense I get from the broader Salesforce community and the Salesforce Admins that I speak to (in general terms). The anxiety of migrating to Lightning is just too much to contemplate. The response…
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Using VLOOKUP Validation Rules in Salesforce
VLOOKUP formulas are very beneficial in Excel, but did you can use them in Salesforce too? Unfortunately, the documentation wasn’t clear on how to use this feature, and I had a hard time understanding the syntax. Three pages of Google search results didn’t help one bit. After posting to the success community, I got some help and…
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ORIGINS: The Story of Jhomann Carreon
To give you a background on what I did prior to Salesforce, I am a graphic/product designer for most of 15 years focusing in the manufacturing industry. I designed, produced and published some visual mediums, e.g., Badges, Medals, Print Banners, Sports Apparel, etc. My last job was a sports apparel manufacturer. I started in the…
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