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: Opportunities
Joining the Salesforce community – Continuing Education and Career Development-1
Every passion has its community, where you will find like-minded people for whom the language you use at work does not sound like blah, blah, blah (shoutout to my wife, who hears me like that when I talk about my work – I will teach you Salesforce one day, honey). Just as Metallica fans have […]
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-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 […]