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"
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, […]Read more "Getting Started with Lightning Components and Record Pages"
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 […]Read more "Taking Salesforce Certification Exams At Home – Why Didn’t I Do This Earlier?"
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 […]Read more "Learning Lightning Experience: Your First Steps"
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 […]Read more "Using VLOOKUP Validation Rules in Salesforce"