You have several options for finding the right content for you: Figure 13.3: What Find Groups looks like Figure 13.4: Thematic groups Check out this page; it will allow you to find additional materials and people who share the same passion as you. Now, let us hop into the DeLorean from Back to the Future […]
Category: Exams of Salesforce
Non-Salesforce resources – Salesforce Administrator Exam Preparation
On the internet, you can find many valuable sources that can assist you in studying for various Salesforce exams, including the Salesforce Certified Administrator exam. However, remember that Salesforce recommends using their official sources and materials as per their policy, which is great, at least in theory. In practice, though, it may not be enough, […]
Salesforce Certificate Days – Salesforce Administrator Exam Preparation
In this section, I also want to share a tip on how you can save money and get a discount on taking the Salesforce exam. This is not any illegal hack, and we won’t be hacking into the CEO’s Salesforce account to get the needed codes. Salesforce occasionally hosts free training events called Salesforce Certificate […]
Study strategies – Salesforce Administrator Exam Preparation-1
Study strategies for Salesforce don’t differ much from strategies you might adopt when learning any other IT solution, in my opinion. To become proficient with a tool, you simply need to work with it extensively! Simple, right? But what if you want to learn Salesforce but don’t use it regularly at work? The answer to […]
Online Proctored – Salesforce Administrator Exam Preparation
The exam will take place on your computer, at your home. I won’t delve too much into the technical details of this exam because they sometimes change (as was the case, for example, during the Coronavirus pandemic). Tip I encourage you to familiarize yourself with the current details here: https://trailhead.salesforce.com/help?article=Online-Proctoring-Completing-Your-Exam-Remotely Onsite Proctored The exam will […]
Exam format and scoring – Salesforce Administrator Exam Preparation-2
To sign up for and take the exam, you only need to meet a few basic criteria: first, you have to want to do it; second, I recommend preparing for the exam; and third, you must have internet access. Simple, isn’t it? The first two points probably don’t need explanation, so let’s focus on point […]
Summary – Sales Cloud
In this chapter, you have learned about the intricacies of Salesforce Sales Cloud, starting with the crucial domain of Leads. You delved into the process of Lead conversion, discovering the seamless transition from potential interest to engaged prospects within the Salesforce platform. As you navigated further, the landscape of Accounts came into view, showcasing the […]
Opportunity list view versus Kanban view – Sales Cloud-2
Alright, now that we know how to use the list view on Opportunities, let’s also see what benefits can come from using the Kanban view. To switch to this view, you just need to use it (perhaps a quick configuration will be necessary where we set the Stage field as the field to be displayed). […]
Opportunity Products and Quotes – Sales Cloud-2
Salesforce Quotes are an additional feature in Salesforce that allows you to add various combinations of products or services you want to offer to your customers. The Quotes module allows adding multiple Quotes under one Opportunity, processing Quotes internally, and creating additional approval processes per Quote, so that you can internally confirm these offers before […]
Opportunity Contact Roles – Sales Cloud
Opportunity Contact Roles are nothing more than the possibility to mark the role that a Contact plays in relation to the Opportunity we are working on. Usually, we already know with whom we want to do a particular business, and at this stage (Opportunity), it should be clear to the user. Perhaps we are talking […]