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: Online Proctored
TIP – Continuing Education and Career Development
If you want to supplement your knowledge of upcoming releases, I encourage you to check out a portal that you have probably used at least once in your life: SFBen at https://www.salesforceben.com/. Ben and his team discuss very well what is in any upcoming release and describe the impending novelties. Awareness of what is coming […]
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-2
A common question for those starting their journey toward Salesforce Certified Administrator certification is “How long will it take to study?” Unfortunately, there’s no one-size-fits-all answer. Everyone learns differently, has varying amounts of time to dedicate to study, and has different prior professional experiences. However, from my experience working with people preparing for the exam, […]
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-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-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 […]