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: Joining the Salesforce community
Tips and tricks for exam day – Salesforce Administrator Exam Preparation
In this section, we would like to present you with a few tips and tricks that may come in handy on the day of the test, while you’re solving it, and even the moments just after! I’ve divided them into tips for just before the exam, during the exam, and after the exam. I encourage […]
Salesforce resources – Salesforce Administrator Exam Preparation
In this section, we will look into useful official sources and materials from the CRM god, which is of course Salesforce. Some of them you probably already know, but perhaps I will provide a different perspective on them for you. Trailhead You probably already know about Trailhead as we have mentioned Salesforce Trailhead many times […]
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 […]
Forecasts – Sales Cloud
Now that you’ve learned how the sales team works with Leads, Campaigns, and Opportunities in Salesforce, it’s time to see how Salesforce supports their supervisors. Forecasts is a tool or set of tools that allows sales management to track and analyze current sales progress and results. It provides valuable information related to the current state […]
Opportunity list view versus Kanban view – Sales Cloud-1
As we know, salespeople are usually very busy individuals and typically don’t work on just one deal but strive to acquire as many high-quality clients as possible, for which they are usually compensated. They don’t work in Salesforce on just one Lead or one Opportunity but often have dozens, and sometimes even more. To manage […]
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 […]