Updated Who Sees What Videos
The popular “Who Sees What” Video series has been updated for Lightning. #salesforce
The popular “Who Sees What” Video series has been updated for Lightning. #salesforce
In the Salesforce world, WhoId and WhatId are polymorphic relationships used for lookups. When you see the fields “WhoId” and “WhatId” in a Salesforce object like a Task, these fields are polymorphic relationships – meaning they are a special type of lookup that can be related to one of many different objects. Take the Task…
Configuring Salesforce Duplicate Rules helps to prevent new duplicate records from being created. Duplicate records are a huge problem in Salesforce if you do not manage them carefully. They can cause serious problems for Sales, Service, and Marketing teams and can destroy the experience for customers. Note: Configuring Salesforce Duplicate Rules does not help identify…
Compare 5 ways to connect MailChimp to Salesforce #salesforce #mailchimp
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/
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…
Updated February 2024 Failed your Salesforce Administrator exam? You studied hard, did some practice tests, had lots of practice in your developer org, and thought you had it all sorted. You got to the end of the exam and BUST – not the result you hoped for! Don’t despair, you are not the first or…
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Thank you for sharing great article related to salesforce. i want to contribute a article related to salesforce. how can i do please guide me.
Hi Manchun
Please feel free to email me the article or a link (da***@ce********.com). If I think it is newsworthy I may include it in my monthly newsletter to all students or if a suitable training resource add a link to it in one of my courses. Alternatively you can post to LinkedIn or Twitter. Please note: I will not add a link advertising your Salesforce Training website (competition) but if you have something you wish to freely share then I will definitely consider it.
regards
Daryl Moon, CertifyCRM.com