As promised, we will be highlighting feature updates and releases related to Reports and Dashboards through a blog series. For the second part of our installment, we discuss the ‘Attach .csv Files Report Subscription’ functionality.This feature release is pretty straightforward: reports can now be generated more efficiently via email without the hassle of printing each page, thus making the reporting process more digital and seamless.
David Scullion worked in an accounting software company when his boss encouraged him to learn Salesforce, as a way to productively pass the time. However, what David found was a platform that will change his career for the better. It’s been 10 years and he hasn’t looked back since.
Yash is a Sales Operations Manager who has optimized crucial organizational processes using Salesforce. In his pursuit to be a certified Salesforce Admin, he learned that his Salesforce experience is already an edge, and studying for the exam unraveled further Salesforce knowledge that strengthens his current expertise. In this article, he also shared stories of his industry tenure, study habits for the certification, and his future career goals.
The long wait is finally over. The Salesforce Summer ’20 feature releases and updates are now implemented! To give you insights on how those new features work, we will be featuring the recent updates related to Reports and Dashboards in this blog series. Do you think one of your upvoted ideas made the cut? Here’s an overview of some of the Summer ’20 report update features.
Have you ever considered becoming a Salesforce Freelancer and using your skills to create a flexible highly paid income that allows you to work from anywhere in the world? Bradley Rice is one person that did it.
As an accountant, Cary primarily uses Excel. After taking a new role as a Financial Systems Manager, he was introduced to Salesforce to do the job more efficiently. This pushed him to take Salesforce certifications, making him an in-house expert of the platform. He also shared here his preparations for the exam, the challenges while learning the platform, and how he leveraged his certifications to establish stronger process alignments across the board.
Salesforce has introduced numerous declarative automation tools and features in recent times, significantly decreasing the reliance on Apex code. However, despite these advancements, developers still rely on Batch Apex when dealing with a high volume of records.What is Batch Apex?Batch Apex is used for processing a large number of records. Since the code is run asynchronously, the records are processed within platform limits. Once the batch Apex job is invoked,… Read More
Mark van Voornveld is an IT professional with a 30-year career built around Microsoft Azure Stack and Dynamics. While relatively new for him, he chose to transition to Salesforce, seeing it as a fresh path to take and a good addition to his expertise. Here, he shared his professional journey, reasons for this transition, and his adjustments to a new CRM and the essential, non-technical skills that make an IT… Read More
Sugar, spice, and ‘everything nice’? Salesforce almost has it all now that Einstein, the smart CRM assistant, is already at our service. Einstein was first introduced as part of the Salesforce Spring ‘17 release and is now a component of Salesforce core cloud products. This innovation was built for the Customer Success Platform to break down the complexity of artificial intelligence technology, helping customers leverage AI capabilities. It must be… Read More
How did an innovative cloud platform become one of the world’s best CRM solutions?Salesforce has been bringing companies and customers together for over two decades. It began as a Software as a Service (SaaS) company. Salesforce is now the fifth-largest software company in the world. They leverage cloud technology and build a variety of applications for businesses to help better give them key insights into their services through analytics and… Read More
So you’ve decided to take a Salesforce exam? Congratulations! You’re now one step closer to becoming a Salesforce certified professional. But with the COVID-19 outbreak, taking onsite examinations at a testing center are now not possible.Undergo a safer, more convenient option and take an online proctored exam instead. This is now the perfect time to take these tests especially if you’re worried about the online testing requirements. Because of the… Read More
Damian Galbally became curious about the potential of Salesforce when he was met with some limitations while using it. In this interview, he talked about the challenges he had experienced and how these challenges had shaped the way he helps SMEs maximize Salesforce as a consultant for small businesses today. My name is Damian Galbally, and I am a consultant. My first contact with Salesforce was with a former company I… Read More
When you work with a technology as fast-moving as Salesforce, it’s incredibly important to read independent research on the ecosystem to ensure you’re steering your career in the right direction.As a Salesforce education provider, it’s really helpful for us to find out where a typical professional struggles in their learning journey and how we can help. Focus on Force was recently featured in the 2019/20 Mason Frank Salary Survey as… Read More
Before diving into the differences between Workflow Rules and Process Builders, I do want to call out that in some Trailheads from Salesforce, there have been callouts to moving away from Workflow rules entirely. Be that as it may, Workflows are still up and running and in some cases can be simple, faster, and easier to apply than a Process Builder. However, please do keep this in mind if you… Read More