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: Non-Salesforce resources
Staying up to date with Salesforce releases – Continuing Education and Career Development
In the previous chapter, you learned about certifications and how to prepare for them. But I want to remind you of one thing: you work in IT, where everything changes from minute to minute. We, the IT people, need to stay up to date. So, in this chapter, we will discuss where to find out […]
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 […]
TIP – Salesforce Administrator Exam Preparation
Now that you know about the exam formats and where to sign up for them, I’d like to give you a hint that could enhance your comfort during the test. You can extend your exam time! Yes, you read that correctly! Extended Time (ET) exams are tailored for individuals who are not native English speakers […]
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-1
The time has come, and the moment has arrived when you’re nearing the end of this book, which can only mean one thing (well, it can mean many things, but one is most important): that the Salesforce Certified Administrator exam is right ahead of you. This exam is the culmination of your study journey and […]
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-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-1
Another thing that a salesperson often does when managing Opportunities is adding products (goods or services) they sell to a particular Opportunity. This is possible because Salesforce provides the ability to add Products along with price lists (Product Pricebooks), which can later be used on Opportunities. Adding products is a simple task, and assuming that […]
Opportunities – Sales Cloud
What would a salesperson be without selling? A deserted island without inhabitants, a sailor without a ship, or the Friends sitcom without Joey? Of course, this is a joke, but this illustrates what Sales Cloud would be without the Opportunities tab. Opportunities are a key feature of Salesforce Sales Cloud. Opportunities is a place where […]