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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10 User Experience Issues in Lightning Experience that Need Fixing

As a user of Salesforce for seven years, I’ve grown accustomed to Salesforce Classic, but have embraced Lightning Experience as much as possible, working to be an advocate for the new user experience and overall platform. While there are so many positives and exponential potential with the platform, as an end user and Administrator, I’ve […]

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