Author Archives: Martin Gessner

Common Pitfall Errors as a Result of “Order of Execution”

When building in Salesforce, it is essential to keep in mind the order of execution of the different components that make up a Salesforce build. These components consist of almost anything you can think of, from Point-and-Click to well-written code. In the image below, you can see the order of operations that Salesforce follows when taking such components into account.An example of a basic order of operations can be: first… Read More

Focus on People: Dominick DeFazio – From Sales to Lead Dev

Dominick was in sales when he started his Salesforce journey. As a user, he was frustrated with how the org was set up for the functions that he would use everyday. Determined to improve their team’s processes, he tried to learn Salesforce configuration and went straight to pursuing a PD1 Certification.Read about his insights and tips to help others achieve a rapid on-the-job learning of Salesforce that enabled him to… Read More

Focus on People: Nat Sullivan – From Start by Accident to Start with Confidence

Nat had never heard of Salesforce when she was offered an internal position by her company to be the Salesforce Trainer for North America. Coming from an end-user non-technical background, it felt like she was pushed into deep waters, and forced to swim.  Read how her Salesforce journey has led her to the most challenging, yet the most rewarding experiences of her life. In this interview, she tells us about the… Read More

Focus on People: Julian Virguez – From Java To Salesforce Developer

Read how the Salesforce platform has helped a Java developer to learn and improve his programing skills on a whole new level.  Julian worked as a Salesforce developer in a consulting company. He has been working with Salesforce for more than 5 years and he has so many useful things to share with our community. Keep reading and find out more about Julian’s Salesforce experience and learning process.What is your role… Read More

Understanding Salesforce Email Integration

Do you ever get confused about all of the different options available for working with email and Salesforce? I do, and so we created a one pager overview diagram. It is broken up by use case or scenario. Get the Email Integration Options PDF Download PDF   Gmail / OutlookIf you use Outlook or Gmail for your email, you have a few options. To start with, there is Outlook Integration… Read More

The Small Things that Go a Long Way – The Importance of Configuration Descriptions in Salesforce

by Mary Mendoza Adding comments and descriptions to configuration changes in Salesforce may take a minute now, but may save you hours in the future. Read on to understand why getting into this habit is a best practice that you want to ensure you are following now!I was just reading an email post from Jen Lee about Flow and automation and she mentioned that everyone should provide descriptions for their… Read More

Focus on People: David Paradise – Finding Yourself On A New Path And Coming Out A Winner

Often, your job tasks or your role could be the reason for learning Salesforce and getting certified. In David’s case, he had to learn Salesforce because he started working for Salesforce after an acquisition.David is currently a Senior Quality Engineer at Salesforce Commerce Cloud. Discover the interesting story of how he had to dive right in to getting his Trailhead wins and his first Salesforce certifications.How and Why did you… Read More

Salesforce Round Robin Lead and Case Assignment

Imagine your leads or cases as a deck of cards. Now you want to distribute the deck evenly among five players on the table – the players being agents or sales reps in your company. What you do is deal one card at a time to player 1, then 2, then 3, then 4, then 5, then back to player 1 and so on, until all the cards are dealt…. Read More

Focus on People: Andrew Sullivan — Getting A Certification At The Start Of My Salesforce Journey

For those who are still at the beginning of learning and experimenting with Salesforce platform, this interview will be a real motivation for taking the next big step.We had a great interview with Andrew Sullivan who is a Senior QA Analyst and is working part-time as a Salesforce developer. He is still at the beginning of his Salesforce journey and he has already earned his first Platform Dev  I certification.Keep… Read More

Focus on People: Ken Seaney — Specific Learning Techniques To Get Your Salesforce Certification

Ken Seaney has some great advice on how to use specific learning techniques to get your Salesforce certification. He is an independent contractor experienced in Lightning, Process Builder and creating Flows, workflow rules, formulas and automated alerts.In this interview he is explaining his preparation process for a specific Salesforce certification. We all can learn something useful from his specific learning techniques, so keep reading and enjoy as much as we… Read More

What Happened to Assistly.com?

Assistly.com was founded in 2009 to create a better customer service app for small businesses. The idea was to create a single interface that allowed business to respond to customer support requests across all channels — especially social media channels. Those support requests were stored in a CRM (Customer Relationship Management) backend, which then allowed Assistly to provide its clients with data and metrics on case volume, response time, channels… Read More

What Happened to Assistly.com?

Certified Success: How Important is Salesforce certification?

Insert Image Certified Success: How Important is Salesforce certification?Salesforce is the world’s number one CRM platform, and the demand for its implementation in businesses around the world has never been higher. With this demand comes the need for experienced Salesforce professionals who can drive a successful implementation and optimise the platform based on the specific needs of an organisation. This type of expertise can be difficult for a business to… Read More

Certified Success: How Important is Salesforce certification?