Focus on People: Samuel Blount – Getting Admin Certified For Broader Professional Competencies

Samuel was formerly an Engagement Manager for a digital transformation (DX) project. While still enjoying a non-technical role for his client, little did he know that his passion for continuous learning will be rekindled through a Salesforce certification.Check out how he was able to decode the nooks and crannies of this known CRM tool, his future career plans, and how the certification made him a sought-after professional. My name is… Read More

Focus on People: Samuel Blount – Getting Admin Certified For Broader Professional Competencies

Focus on People: Andrew Smith – Shifting From Robots to Readers Through a Salesforce Career

Andrew was once a Robotics professional who simply wanted to get out of his comfort zone. While he’s on his way to master newer skills to add to his arsenal, he suddenly found a niche of expertise that seems to fit his goals and purpose—a Salesforce career. Know about his journey in discovering the Salesforce career path, the challenges he faced while studying for the certifications, and the measures he… Read More

Focus on People: Andrew Smith – Shifting From Robots to Readers Through a Salesforce Career

Focus on Joy

Community is one of our company values. We are part of the Salesforce community and seek to help others wherever possible. This may mean providing advice, extending course access, and providing free access to volunteer groups. And this time of the year is different because we have extended our community’s reach to focus on sharing joy.Focus on Joy: What is more beautiful than a child’s smile?The Children’s Joy is a… Read More

Focus on Joy

Reports and Dashboard Part 4: What Else Is Here?

The Winter ‘21 release is here and the Summer ‘20 release hype has already ended, but we still want to make sure that you did not miss out on the past updates related to the Salesforce report and dashboard features. In the last part of this Reports & Dashboards series, grit your teeth as we count down to the last four items in our checklist! 4 In Console, Report Links… Read More

Reports and Dashboard Part 4: What Else Is Here?

Focus on People: Maayan Assayag – From Curiosity to Creating a Career

Maayan is a Senior Consultant who started her Salesforce journey with immense curiosity on how it works at the backend. Only having a goal in mind to set up a good CRM system for their company, she was instead directed to a path that she would enjoy—a Salesforce career. Her pursuit to becoming a multi-certified Salesforce professional is shared here as well as her tips on how to study for… Read More

Focus on People: Maayan Assayag – From Curiosity to Creating a Career

Reports and Dashboard Part 3: Manage Product Pricing with a Custom Report

If you would like to know how to create a custom report for Price Book entries, we have broken down the steps for you in this article. Creating a custom report for Price Book entries makes product pricing easier to update and manage.Product and pricing management is one of the top priorities of PuppyCat Global Inc., a rising superstar in the manufacturing industry of organic pet essentials. The sales managers… Read More

Reports and Dashboard Part 3: Manage Product Pricing with a Custom Report

Focus on People: Elkin Cordoba – Turning Dreams into Reality

Elkin Cordoba was looking for a job where he can be creative. Since he has always found computer automation fascinating, a career in the software industry made perfect sense. His journey with Salesforce began when a cloud computing company hired him and now he has evolved from writing code to becoming a Salesforce Consultant handling complex technical and business issues. My name is Elkin Cordoba, and I’m a consultant, specifically… Read More

Focus on People: Elkin Cordoba – Turning Dreams into Reality

Reports and Dashboard Series: Attach CSV Files to Report Subscriptions

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. Sounds modern and techie, isn’t… Read More

Reports and Dashboard Series: Attach CSV Files to Report Subscriptions

Focus on People: David Scullion – Practice and Perseverance, Secrets to Passing Exams Every Time

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.A decade into his journey with Salesforce, David managed to obtain several certifications and is working towards acquiring more. In his experience,… Read More

Focus on People: David Scullion – Practice and Perseverance, Secrets to Passing Exams Every Time

Focus on People: Yash Arora – Solidifying Salesforce Experience through Certification

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. I am… Read More

Focus on People: Yash Arora – Solidifying Salesforce Experience through Certification

The Reports and Dashboards Series: Filtering Knowledge Reports by Category

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: ​REPORTS & DASHBOARDS ​Filter… Read More

The Reports and Dashboards Series: Filtering Knowledge Reports by Category

Focus on People: Cary Walkin – Making the Impossible Possible

​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… Read More

Focus on People: Cary Walkin – Making the Impossible Possible

Batch Apex in Salesforce

There are a lot of declarative automation tools and features introduced by Salesforce in the recent past, which has considerably reduced the need for Apex code. But, to process a large number of records, developers still use the humble Batch Apex.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… Read More

Batch Apex in Salesforce

Focus on People: Mark van Voornveld – Taking the Big Shift: From Microsoft to Salesforce

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

Focus on People: Mark van Voornveld – Taking the Big Shift: From Microsoft to Salesforce