Tag Archives: Salesforce Training

10 Ways To Experience Dreamforce Without Actually Going To Dreamforce

Can’t go to Dreamforce this year? Bummer. Here’s how you can feel like you attended anyway.

 

1) The day before Dreamforce, go hang out in the airport.  While there, spend your time on Twitter reading posts from everyone arriving in San Francisco and running into their friends from the Salesforce Community.  You’ll feel like you’re right there with em!

 

2) Eat your breakfast and lunch outside every day.  If there are people around you, ask them about their jobs.

 

3) Each night, drink more than you normally would and stay up too late.   Be careful though, you don’t want to be too hungover…  you still have to function well enough to drive to the dollar store. (see # 4)

 

4) Visit your local dollar store and pick up some nice pens, notepads, mobile phone chargers, sunglasses, stickers, and T-shirts.  Don’t forget a reusable tote bag to bring all that awesome shwag home with you.   When you get home, spread it out all over your bed, take a picture, and post to Twitter.

 

5) Your daytime routine is as follows:  Step 1: Pack a backpack full of stuff (maybe include some of that dollar store schwag)  Step 2: Go to Trailhead  to expand your knowledge and earn some badges. Step 3: Once an hour, put on that backpack and go walk around your neighborhood a few times while checking your Twitter feed. 

 

6) Whenever you need a break from earning Trailhead badges, go to the AppExchange and watch demos.  Don’t forget to provide your contact information so they can follow up with you.  If you felt like any of those demos were a waste of time, reward yourself and head back to the dollar store for more sweet schwag. 

 

7) The day of the main keynote, go stand in line somewhere for a couple hours. When you think you’ve had enough, return home and watch the keynote at Salesforce Live.  (It’s also a great way to watch other keynotes, interviews, and breakout sessions)

 

8) On the last night, take the city bus to your local TGI Fridays for endless appetizers. Wash it down with draft beers while listening to {insert Dreamforce band here} on your phone. 

 

9) Preparing for life after Dreamforce.  Step 1: Find a place where lots of germs are present and touch everything.  Step 2:  Don’t wash your hands.  If you’re lucky, you’ll have a cold within a couple weeks, just like a lot of your peers who went to Dreamforce. 

When you’re at home nursing your cold, that’s just about the time when all of the Breakout Sessions you missed are posted to YouTube on the Dreamforce Video channel.

 

10) Still not in the Dreamforce spirit? You’re missing that warm and fuzzy feeling after doing good for others.  Please consider donating some of your time or money to a charity, such as Project Night Night.

 

 

Spring ’16 – Highlighting 32 of the New Features for Salesforce Classic

Spring 16 Butterfly

Spring ’16 brings a ton of new features for Lightning and Classic. As most of us are not on Lightning yet, I’m only covering 32 of the highlights for Classic in this post.

You can access the full release notes by clicking the butterfly above.

 

Process Builder

  • Create Email Alerts for Tasks & Events
    • Also available on Workflow Rules, Approval Processes, and Flows

  • No more retyping names and descriptions for new versions

  • See entire field name in criteria

  • Drag & Drop Criteria Reordering

Reports & Dashboards

  • Option to exclude the Confidential Information Disclaimer

  • Access to Reports & Dashboards in user’s Private folder via Workbench

  • Ability to report on the top 300 File search terms queried by your users

Service Cloud

  • Block Sensitive Data in Chats

  • Supervisors can assign skill sets

  • Case Feed Filters

  • Drag & Drop Files into Case Feed Email

  • INTRODUCING: Work Orders
    • Work Orders are tasks to be performed on a customer’s product, typically in field service.
    • They can be associated with accounts, assets, cases, contacts, entitlements, service contracts, and other work order
  • Asset Hierarchy: An asset can have up to 2,000 child assets, and a hierarchy of assets can have up to 50 levels
  • Knowledge
    • Validation Rules for article types
    • Force.com and Chatter Plus users may be granted read access to articles without the Knowledge User license.
  • Service Console
    • Tab Hovers see highlights of tab contents
  • Macros: Now run on any feed-based layout

Sales Cloud

  • Get Mass Email Opt-Out and Bounce Alerts Before You Send

  • Data Import Wizard: Import Data from the following object Home Pages:
    • Accounts
    • Contacts
    • Leads
    • Custom Objects
    • Person Accounts

 

Chatter

  • Broadcast Groups: a group where only group owners and managers can create posts.

  • Group Limits: 300 per user & 30,000 per org.

  • Email Announcements: Group owners and managers can now send email notifications to all group members regardless of their email notification settings.

  • @Mentions are now going to show the people you interact with most instead of alphabetical

Search

  • Synonym Groups (words/phrases that are treated equally in searches) & Spell Correction are now available in the following
    • Knowledge Articles
    • Cases
    • Chatter Feeds
    • Files
    • Ideas
    • Questions

 

Data Import Wizard

  • Import Person Accounts

  • Display Import Status

  • Import Contacts & Person Accounts as Campaign Members
    • update Campaign Member Status

  • User Permission to import custom objects

 

General Administration

  • URL Custom Buttons & Links are now available in Lightning & Mobile.

  • Quick Actions update
    • Option to exclude from creating a feed item
    • Include custom success message

  • Picklist Updates
    • Restricted Picklists now in Beta:  Prevents users from importing/updating values that don’t exist.
    • Global Picklist pilot: Multiple Custom Picklist fields can get their values from the same master set.

  • Easier Migration to Lightning with “Migration Assistant”

  • Optimized parallel sharing rule recalculation, will help reduce time org is locked.

  • Login Forensics to help prevent identity fraud

 

A Better Study Guide For The Admin (ADM-201) Exam

adm201

I’ve taken the Salesforce Certified Administrator from Salesforce and made it into a true study guide by listing the topics by test weight and providing links to material to study.

Related:
My Tips For Acing Salesforce Certification Exams
A Better Study Guide For The Advanced Admin Exam

If you’re really new to this, you may want to start with the basics to help put everything else into context.  Learn Salesforce Basics PDF

And finally, I highly recommend Salesforce Trailhead  as part of your exam preparation! 2015-Trailhead-Flogo_FINAL-1

 

 

Standard & Custom Objects 18%

1) Describe the standard object architecture and relationship model

2) Explain how to create, delete, and customize fields, page layouts, and list views for custom and standard objects

3) Given a scenario, determine the appropriate fields and page layouts for custom and standard objects

  • See Above

4) Explain how to create, delete, and customize record types for custom and standard objects

5) Given a scenario, determine the appropriate record types and business processes for custom and standard objects

  • See Above

6) Explain the implications of deleting fields

7) Describe when to use and how to create formula fields

 

Security & Access 15%

1) Explain the various organization security options

2) Describe the features and capabilities of the sharing model

3) Given a scenario, apply the appropriate security controls

4) Describe the various profiles controls

6) Given a scenario, determine the appropriate use of a custom profile

 

Reports & Dashboards 13%

1) Describe the options available when creating or customizing a report

2) Describe the impact of the sharing model on reports

3) Describe the options available when creating and modifying dashboards

4) Describe the capabilities of custom report types

 

Data Management 11%

1) Describe the considerations when importing, updating, transferring, and mass deleting data

2) Given a scenario, identify tools and use cases for managing data

3) Describe the capabilities and implications of the data validation tools

4) Describe the different ways to backup data

 

 

Sales Cloud Applications 9%

1) Given a scenario, identify the capabilities and implications of the sales process

2) Given a scenario, identify when to apply the appropriate sales productivity features

3) Describe the capabilities of products and price books

4) Describe the capabilities of lead management

5) Given a scenario, identify how to automate lead management

6) Describe the capabilities of campaign management

User Setup 9%

1) Identify the steps to set up and maintain a user

2) Given a scenario, troubleshoot common user access and visibility issues

Service Cloud Applications 6%

1) Describe the capabilities of case management

2) Given a scenario, identify how to automate case management

3) Describe the capabilities of solution management

4) Describe the basic capabilities of Communities

5) Describe the capabilities of the Community application, such as Ideas and Answers

6) Describe the capabilities of Salesforce Knowledge

 

Workflow Automation 7%

1) Describe when workflow rules are evaluated

2) Describe the capabilities of workflow rules and actions

3) Given a scenario, identify the appropriate workflow solution

4) Describe capabilities and use cases for the approval process

 

Activity Management 3%

Describe the capabilities of activity management

 

Content & Folder Management 2%

1) Describe the capabilities of Salesforce Content

2) Describe how folders can be used to organize and secure communication templates, dashboards, reports, and documents

 

Desktop & Mobile Administration 2%

1) Describe the capabilities of Salesforce1 and SalesforceA

2) Describe the installation and synchronization options of Salesforce for Outlook

 

AppExchange 2%

Identify use cases for AppExchange applications

 

Organization Setup 1%

Describe the components of the company profile

 

Global User Interface 1%


Distinguish between and identify the implications of the various user interface features that an administrator controls

 

Chatter 1%

Describe the features of Chatter

 

 

Your feedback is welcomed! Leave a comment below.

Lightning Containers: Definitions & Environments You Can Use Them

Here’s a list of Lightning containers, what they are, and where you can use them.

  • Lightning Components – UI framework for developing dynamic web apps for mobile and desktop devices.
    • Environments:
      1. Lightning Experience
      2. Salesforce1 Mobile
      3. Mobile SDK Hybrid Apps
      4. Communities
      5. Standalone Lightning Apps
  • Lightning Component Tabs – Create a Tab to display a Lightning Component
    • Environments:
      1. Lightning Experience
      2. Salesforce1 Mobile
  • Lightning Components For Visualforce  Integrate Lightning components into Visualforce pages for a dynamic development experience.
    • Environments:
      1. Lightning Experience
      2. Salesforce1 Mobile
      3. Salesforce Classic
      4. Mobile SDK Hybrid Apps
      5. Communities
  • Lightning Apps – An App consisting of Lightning Components.
    • Environments:
      1. Lightning Experience
      2. Salesforce1 Mobile
      3. Mobile SDK Hybrid Apps
      4. External Sites
  • Lightning Out – Directly embed lightning components cross domain 
    • Environments:
      1. Mobile SDK Hybrid Apps
      2. External Sites
  • Lightning Extensions – A mechanism for using custom-built components to replace existing components in the Salesforce1 Mobile App.
    • Environments:
      1. Lightning Experience
      2. Salesforce1 Mobile

 

Lightning Containers and Environments Chart
Credit: Skip Sauls [@SkipSauls] Salesforce Director of Product Management – Lightning Components & Customizations Special thanks to Samantha Ready [@Samantha_Ready] for sharing on Twitter.

25 Things I Learned After 5 Years as a Salesforce Admin

Wonka 5 Years v2

It occurred to me the other day that I’ve been a Salesforce Admin for over 5 years now. That got me thinking about the things I’ve learned or wish I knew sooner.

  1. Your personal development is a journey, not a destination. 

  2. You have to be all in.  It’s like Mr. Miyagi would say: Either Salesforce Admin do “yes” or Salesforce Admin do “no.” You Salesforce Admin do “guess so,” get squish just like grape.

  3. Bosses that support your work-life balance, personal development, and appreciate your Salesforce skills are very important to your success.

  4. Executive sponsorship is really important.

  5. If there is a lack of accountability in your company, you’re going to have a bad time.

  6. Designing & developing a solution for a bad business process is not fun.

  7. Speak in a language your audience can understand.

  8. It’s impossible to reach expert level. 

  9. Understand what Apex is capable of.

  10. Self-sufficient users will make your job much easier.

  11. Automation is great, but too much of anything can become problematic.

  12. Stakeholders who have a good idea of what Salesforce is capable of will make your job easier.

  13. Your users are more important than you are.

  14. It’s OK say “I don’t know.”

  15. Trying to be a hero can backfire and cause you to burn out.

  16. Having a good change management process is very important.

  17. Project documentation is very important.

  18. Don’t neglect the little things.

  19. No matter what you do, you will always have some users that just don’t get it.

  20. Know when to turn to the appexchange.

  21. Be an evangelist, but don’t drink the Kool-Aid.

  22. Participation in the Salesforce Community can be rewarding in many ways.

  23. Things that seem impossible now will turn into  things you can do in your sleep.

  24. Knowing the right questions to ask can make all the difference.

  25. Many of the most valuable things you learn only come after you’ve screwed something up.  

Tips For Acing Your Salesforce Certification Exams

 

certsOMG

Last Update: January 2016

I’ve taken 6 Salesforce Exams (passed 4 & failed 2), so I’d like to share exam tips & strategy that work well for me.  Everyone learns differently though, so I encourage you to do some research and find what works best for you.

 

Scheduling The Exam

  • By scheduling the exam, you’re committing yourself.  This is important.
  • Give yourself about 6 weeks to study.
    • I prefer taking the exam on Fridays around 10am.  This allows me to ease into my day and review my notes I start the test.
    • Why Friday?  Whether you Pass or Fail, it’s the weekend baby!
  •  You should be doing Admin, Developer, Adv Admin, and Sales Cloud consultant as close together as possible, as they have a lot of overlapping information.  I did Developer, Adv Admin, and Sales Consultant in only 9 weeks.
  • I recommend taking the exams in this order:1. Administrator
    2. Platform App Builder (formerly Developer)
    3. Advanced Administrator
    4. Sales Cloud Consultant
    5. Service Cloud Consultant

 

What’s on the test?

Study material

A great thing about Salesforce is that there’s a ton of info available.  For exam prep, I’ve been sticking to help.salesforce.com and guides.

  • help.salesforce.com  Each topic usually has related articles for considerations and limitations.

  • Salesforce Guides

  • Trailhead:  Trailhead is awesome because while it provides great info to help with the “knowing” part, it also walks you through the “doing” part.

 

Taking Notes & Studying

You need to commit to exam prep & study time. I usually block out 30-60 mins during my workday, plus time at home in the evenings.

  • I retain information better when writing notes.  For each feature/topic, I focus on:

         1. What is it?  What does it do?  What are the benefits?
         2. Considerations
         3. Limitations

  • After feeling pretty confident that I’ve taken notes on all the topics the test will cover, I start studying them everyday.   I’m not big on flash cards, for me just reading my notes has been working.
    • I’ve read that studying in different places helps you retain the information better, so I try to mix it up.  I can recall some questions on an exam where I’ll actually remember the room I was in when I studied that topic.   I guess it works.
  • When I start feeling confident that I know my notes, it’s time to test myself.
    • I will set out a notebook and pen, then find the flash cards on Cram and practice tests on ProProfs
      • Here’s the key, I’m not really paying attention to the answers.  What I care about are the questions.   If I can’t answer confidently, or more importantly, I don’t even recognize the topic,  I’m writing them down on a list.
      • Once complete, I go back to the start and research those items and retake notes.

 

Exam Day

  • I like to go into a test rested and not feeling stressed or rushed.

  • I give myself about an hour to review my notes before heading to the testing facility.

 

Taking The Test

  • Step 1:  scratch paper
    • I write down 1-60, with 2 columns.
    • For each question, I indicate my confidence level. Either a “ √   for 100% knew it or a ”   for a need to review later.
    • After the first pass, I add up all my checkmarks.  If I have more than 43, I’m doing pretty good. If less, then I need to really think hard on the questions I marked for further review.
  • Your 90 minutes can go faster than  you think, try not to spend too much time on questions that stump you.  Just mark those as review later and come back to them at the end.  Sometimes another question later in the test can actually help you when reviewing at the end.

 

Before You Hit Submit

Relax, take a deep breath, and remember that whatever the result is, you gave it your best.  Failing only means that you have to study a little more and retake it.  Like I said above, I’ve failed twice, and while frustrating, it’s not so bad.  

 

I Failed!  Now what?

  • If you fail the exam, immediately write down all the topics you can remember that stumped you, as you will not be allowed to take any scratch paper with you from the testing facility.
  • You should book the retake in a week or two, do not put it off much longer than that.

I Passed! Now what?

  • Reward yourself!   This is a big accomplishment that you worked hard for.

  • I recommend booking the next exam immediately.

  • Take a week off and then get back to studying for the next one. 

 

Looks like Brent Rambo just passed his exam. Great job, Brent.

BrentRambo

 

 

A Better Study Guide For The Advanced Admin (ADM-211) Exam

AdvAdm

I’ve taken the Advanced Admin study guide from Salesforce and made it into a true study guide by listing the topics by test weight and providing links to material to study.  Last Update: Winter ’16 (current)

 I highly recommend Salesforce Trailhead as part of your exam preparation!

 

Related:
My Tips For Acing Salesforce Certification Exams
A Better Study Guide For The Admin (ADM-201) Exam

 

 

Security & Access  20%

1) Describe the capabilities of territory management and the implications to the sharing model

2) Given a scenario, determine the implications to record and field data access

3) Compare and contrast the capabilities of custom profiles, permission sets, and delegated administration

 

Process Automation  13%

1) Given a scenario, troubleshoot an approval process

2) Given a complex scenario, determine the solution using a combination of automation tools to solve a business problem

 

Sales Cloud  10%

1) Explain how to customize and maintain products, price books, schedules, and quotes

2) Describe the capabilities of Customizable and Collaborative Forecasting

 

 Service Cloud  10%

1) Explain how to create and maintain Salesforce Knowledge

2) Explain how to create and maintain service entitlements and entitlement processes

3) Describe the features of Salesforce which enable interaction between support agents and customers

Change Management  10%

1) Describe the options available to move metadata between environments

2) Describe the capabilities and best practices for using change sets to move metadata between environments

Reports & Dashboards  10%

Given a scenario, determine the appropriate analytic tools to meet complex reporting requirements

Data Management  10%

Tools & Best Practices to improve & enrich data quality

Extending Custom Objects & Applications  8%

Describe the appropriate use of relationship types when building custom objects

 

Auditing & Monitoring  6%

Given a scenario, determine the appropriate tools for monitoring and troubleshooting system activity

 

Content Management  3%

Explain how to set up and maintain Salesforce CRM Content