Choosing the best MailChimp connector for Salesforce
Compare 5 ways to connect MailChimp to Salesforce #salesforce #mailchimp
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Install Trailhead Tracker – step by step
Install Trailhead Tracker instructions – step by step instructions for Salesforce administrators. #salesforce #salesforceadmns
Component Visibility for Page Sections
Component Visibility for Page Sections: I had a LinkedIn inquiry today about how they could allow some fields on the Account record to be editable when the Account record was initially created but make them read-only later when the record has been saved. Component Visibility for Page Sections, along with Dynamic Forms will allow us…
Add descriptions to Salesforce Fields
Add descriptions to Salesforce Fields – it’s not just best practice but also helps get you ready for Generative AI. These descriptions are critical as the prompt builders use them to understand the field usage. See here for more detail about how these descriptions are used (Elements Cloud). Summary: Create a new report type using…
Salesforce Security Analogy
Salesforce Security Analogy: Having trouble understanding Salesforce security? You are not alone. Justin Dux recently posted this on LinkedIn and I added a bit more to it. He originally got it from a Salesforce Instructor. Here is the detailed Salesforce Security Analogy: User Access You have a visitor pass that allows you entry to the…
Salesforce Administrator Interview Questions
These Salesforce Administrator Interview Questions are designed to gain a deeper understanding of the applicant’s knowledge, skills and experience for a Salesforce Administrator role. In the next article, I will provide some sample answers to these Salesforce Administrator Interview Questions. Read my answers to these Salesforce Administrator Interview Questions in the next article… https://certifycrm.com/answers-to-the-real-salesforce-admin-interview-questions/
Turn Web Traffic into Leads
Focus on how to turn web traffic into leads means your web traffic becomes a valuable lead-generation resource and not just a marketing tool. If your website is allowing users to simply enter and exit without prompting any action from their side then you are potentially missing out on some quality leads. This is where…
