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
Lightning Experience
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
Admin Basics
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
Lightning Experience
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
Business & Career
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
Lightning Experience
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
How To
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.
Origins
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
Lightning Experience
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,
Technology
The beginning of a new year ushers in all sorts of resolutions, and one of those primary resolutions relates to health. Perhaps you're wanting to go to the gym more, eat healthier, or just remember to charge your Fitbit (once you find it). This year, one of my
Lightning Experience
Just a few weeks ago, I deployed a new Salesforce org, 100% on Lightning Experience. It proved to be a great learning experience as a Consultant. If you're looking to deploy Lightning Experience, this post should be helpful in your planning and preparations! It's important to
How To
One of the least exciting parts of my job as a consultant is logging my time. Working for a small consulting firm, we have the flexibility to choose the tools that work best for us which is great because I have found a perfect way to automate my life using