Transitioning from a System Administrator to a Consultant provided a bit of a learning curve, but I’ve learned so much over the last few years. With so many folks looking to leap, or have recently made the leap from customer to partner, I wanted to share some of my thoughts, and some tips that have […]Read more "What I’ve Learned as a Salesforce Consultant"
Public speaking can be a frightening experience for some. For others, public speaking comes naturally. Either way, public speaking requires a set of skills which, if mastered, can make all the difference in a presentation. I recently attended a Salesforce event with several speakers, and instead of taking notes about the session content, I was taking […]Read more "My Top Public Speaking Pet Peeves"
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 […]Read more "Demystifying Salesforce Einstein"
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 […]Read more "Eliminating Salesforce Passwords with Lightning Login"
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 […]Read more "Getting Started with Financial Services Cloud"
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 […]Read more "Coolest Lightning Components on the AppExchange"
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 […]Read more "Automation Showdown: Process Builder vs Workflow"