Becoming an outstanding Salesforce Admin requires a blend of technical expertise, business acumen, and interpersonal skills. If you are new to Salesforce, here are 10 tips to help you excel in this role: 1. Understand the Business Process Deep Dive into Company Operations: Learn how your company operates and what it needs from Salesforce. Understand… Read More »10 tips on how to become an outstanding Salesforce Admin
Introduction Salesforce Einstein Activity Capture (EAC) automatically associates emails and events to Salesforce records, keeping your sales reps updated without manual entry. EAC comes with Einstein Analytics, allowing sales reps to get AI-driven insights based on these captured activities. This tutorial will help both admins and developers navigate and exploit the features of EAC. Table… Read More »Salesforce Einstein Activity Capture: A Guide for Admins and Developers
Salesforce formulas play a crucial role in customization and automation within the platform. They allow you to define calculated values, customize data displays, set conditions for automation, and much more. Whether you’re an admin or a developer, understanding best practices around Salesforce formulas is imperative. Let’s dive in. 1. Keep it Simple Understand the Purpose:… Read More »Best Practices for Salesforce Formulas: A Guide for Admins and Developers
If you’ve recently started a company and are considering implementing or managing Salesforce, one of the first hires you might contemplate is a Salesforce Administrator. Salesforce, the world’s leading customer relationship management (CRM) platform, is robust and versatile, but to unlock its full potential, you’ll need an expert at the helm. That’s where the Salesforce… Read More »Understanding the Role of a Salesforce Administrator
Apex: Salesforce’s proprietary, object-oriented programming language for developers. API (Application Programming Interface): A set of rules that allow programs to talk to each other. Salesforce offers several APIs, such as the Bulk API, REST API, and SOAP API. AppExchange: Salesforce’s online marketplace for third-party apps built on the Salesforce platform. Batch Apex: A way of… Read More »Salesforce Glossary
A great Salesforce Admin is someone who not only possesses strong technical skills but also has excellent communication, problem-solving, and project management skills. Here are some of the key traits that make a great Salesforce Admin: Strong technical skills: A great Salesforce Admin should have a solid understanding of the Salesforce platform, including the ability… Read More »What makes a great Salesforce admin?