- Salesforce Data Security: Trusted IP Ranges versus Login IP Ranges. This one always twists my brain 🤯
A Salesforce org is like a multi-level office building. If you have a meeting with a customer in their office building on the 13th floor, you have to get through several security checks in order to meet them there. Starting with the main entrance, followed by the elevator, followed by the office entrance, followed by the meeting room. Each one requires a security pass to get through. Salesforce’s data security model works just the same. In this article we want to focus on the ‘main entrance’ security check. I’ll walk you through the options Salesforce checks for when someone attempts to enter a Salesforce org, including the importance of Trusted IP Ranges as well as Login IP Ranges.
- Managing User Permissions – Best Practices & What Is Happening To User Profiles
Managing User Permissions in Salesforce has always been quite the challenge. Especially when you are new to Salesforce. The entire topic of data access and security can make you want to bang your head against a wall. The good news is: Salesforce provides cushioning. This means, Salesforce heard you and is making user permission management a fair bit easier. In this article, we’ll discuss what is happening to User Profiles and how you should be using Permission Sets moving forward.
- What Do Baking and Salesforce Have in Common?
This is not your typical Salesforce blog. Today, I want to share a baking story…
- The Power of One – The Greatest Formula Ever Written
Have you ever had a moment learning about a Salesforce feature thinking to yourself: ‘Why hasn’t anyone told me about this earlier?’ Shaking your head in complete disbelief?? I know the feeling… So, here’s another one you probably haven’t heard of yet. Let me introduce 🥁🥁🥁: The ‘Power of One’ formula. A must-know for every Salesforce Administrator!
- Is Salesforce Classic still relevant? A Comparison to Lightning Experience
If you are new to the Salesforce ecosystem, you have probably been learning the ropes of Salesforce in Lightning. I’m referring to Salesforce’s user interface (UI) called Lightning Experience.
Did you know that Salesforce used a very different UI called Salesforce Classic? It’s the original UI which is actually still in use. But no-one really talks about it anymore. Why is that?
- TOP 5 BLOG ARTICLES IN 2022
Here are our most read articles in 2022. A big Thank You to all of our WeLearnSalesforce Blog readers! How about adding these articles to your reading list during your holiday chill time? You may secretly be planning your most epic Salesforce Career Year in 2023. Are you?
- Master Your Salesforce Resume – By Earning a Badge on Trailhead
Did you know there’s an entire Trailhead Module to help you create your Salesforce Resume??!! I just found out too. How awesome is that! You can learn to master your Salesforce Resume and even earn a badge for it to add to your Trailblazer.Me Profile. This is incredible! Trailhead surprises me again and again. Writing a really good resume is one of the hardest parts in your Salesforce job hunt process. It’s a huge factor in getting you the desired job interview…or NOT! Therefore, you want to be strategic how to craft your Salesforce Resume in order to highlight all those relevant hard and soft skills.
- Salesforce Certification Exams have just switched over to the Winter ’23 Release. How do you know what’s new?
Are you currently preparing for your Salesforce Certification Exam? If so, do you know what’s new in the Winter’23 release cycle? Salesforce are unlikely going to change all that many exam questions, because the fundamental concepts don’t change. BUT! You may find the occasional question related to an important release update. So you want to be prepared! In this article, I’ll walk you through how you’ll identify what else you may need to learn. We’ll consider anyone who’s either sitting their exam very soon already or anyone who’s just started learning.
- Build Your Most Impressive Salesforce Resume Ever – With Experience Cloud
Sounds like overkill? It may be. BUT! This is your chance to build a truly outstanding Salesforce Resume, in a digital format. Because you want to showcase your digital skills right? Right! And there’s no better place to do so than with Experience Cloud on your Trailhead Playground, completely free of charge. 🤯 And you know why? Because…you’ll be killing two birds with one stone like no other resume can do! In this article we discuss why you may want to go overkill and how this will set yourself apart from the Salesforce competition.
- It’s about time to learn Salesforce Flow or isn’t it…
Yes, Salesforce are in the process of deprecating Workflow Rules and Process Builder, leaving you with the Flow Builder. BUT!!! This ain’t happen over night. You’ve still got time to learn all about Flow Builder. And please know that Flow Builder is not rocket science. You will be able to learn Salesforce Flow, no matter what your background is, techy or not techy. Everyone can learn this. And I will tell you how! 👏🏻
- Salesforce Basics – Create Salesforce Custom List Views and Increase Productivity
You could see Salesforce List Views as mini Salesforce Reports. Because List Views work somewhat similar to Reports in a way that you can set filter criteria and thus focus on the Records that matter most. The biggest benefit is that Users can work directly from List Views without having to open individual Records unless required. Plus, Users can create their own custom List Views without any admin support. Let’s look at the different types of List Views and how they support daily productivity.
- Salesforce Basics – Getting Started With The Lightning App Builder
Help Salesforce users navigate more efficiently through the user interface. The better the user interface the higher the user adoption, and the more successful the Salesforce organization will be. You’ve got a few user interface management tools, amongst which is the awesome Lightning App Builder. Plus, it’s a declarative tool, no coding skills are required! In this tutorial, you’ll get to know the basic components of the Lightning App Builder. And, you will build your very first Custom Lightning Page with me. 👏🏻
- Salesforce Basics – What is Advanced Currency Management in Salesforce?
If you have been using multiple currencies in your Salesforce org you may have been wondering about how to keep the ever-changing exchange rates up to date. Have you? That’s why you are here. In the previous tutorial we’ve talked about how to activate and set up multiple currencies, and how to update the corresponding exchange rates. As promised, in this tutorial we’ll talk about how to manage dated exchanged rates with the help of Advanced Currency Management.
- Salesforce Basics – Add New Currencies & Exchange Rates
Adding a new currency to your Salesforce org is the easy part, but how do you determine the correct exchange rate? Sales data including the value of the sales are critical to business success. In this tutorial, we’ll look at how you should determine the appropriate exchange rate for any currency and what it does to Salesforce records.
- Salesforce Basics – Manage Multiple Currencies
Did you know that Salesforce is a single-currency org by default? Why would Salesforce do that? Well… every company is different and many companies work locally and simply don’t require any other currency than their own.
But! As soon as your company starts selling its goods or services to neighboring countries or farther away, you need to add their currencies to your Salesforce org. In this tutorial, we’ll discuss what you need to do to get more than the default currency set up in any Salesforce org. Let’s go.
- Salesforce Basics – How To Manage Company Settings in Salesforce
The Company Settings in a Salesforce Org contain several vital information. This includes information about default settings, licenses, data and file space, and more. All of this pretty much builds the skeleton of your Salesforce Org on which everything else is built. In this tutorial, we’ll discuss why the Company Settings are so important and how it impacts other business processes you are planning to set up.
- Salesforce Basics – What Is The Salesforce AppExchange?
It’s Salesforce’s app store. But wait! Why would you even care about the Salesforce AppExchange? The Salesforce platform can already do everything you need it to do, right? How about we find out! In this tutorial, we’ll discuss use cases, and at what point you should consider adding an AppExchange App to your Salesforce Org.
- Salesforce Basics – Understanding the Salesforce Architecture
Isn’t the Salesforce Architecture the most boring of all Salesforce topics? Not quite! It’s actually pretty fascinating…
- Customizing With The Salesforce Object Manager
You don’t want to work with unhappy Salesforce Users! Let me explain…Everything that Salesforce Users, like Sales Reps or Customer Service Teams, see right in front of them is what we call the user interface. Salesforce Users are very sensitive to changes to their daily tasks, in particular to the way they complete them through Salesforce’s user interface. This means you want to make it as easy as possible for them. And if you don’t, they won’t be happy.
Therefore, let’s find out how the Object Manager will become your secret weapon. It even has its own tab appearance in the Setup menu because you’ll be using it A LOT.
- Exploring Salesforce Business Use Cases To Save Many Headaches
Salesforce showed me how much more productive (and stress-less) life can be when you simply get organized. This should be a no-brainer. Yet it’s not! We have arrived well into the 21st century, and still so many companies use manual time-consuming processes for repetitive task that rob them of so much valuable time. And not only that. Losing time with admin tasks, means losing time you’d rather spend with getting to know your customers and making sales. In this article, we discuss common use cases where using the Salesforce platform has helped organizations make huge improvements. And it’s not always about making more sales, but having the time to focus on what matters most: Making an impact!
- Build a Salesforce Custom App for your next Salesforce Job Interview
Being new in the Salesforce job market can make you feel tiny in this vast Salesforce ecosystem. Many job ads seem to be looking for applicants with 2-3 or more years Salesforce experience. And you may not have any of that at all and you may feel like you will never find that Salesforce dream job. In this article we discuss how you can still stand out from the crowd and showcase your Salesforce talent… in your unique way!
- What You Need To Know About The Salesforce Setup Menu
Salesforce is a powerful platform with many configuration features and setup tools. In order to get the most out of Salesforce, it’s important to understand the options available to you. In this video tutorial, I will walk you through the three main Setup categories and explain what each one is for. Let’s go!
- How Do I Navigate in Salesforce Lightning?
While the Salesforce user interface is very intuitive, there are a few not-so-obvious navigation features you do want to be familiar with. Salesforce contains a lot of data in a lot of different places, a.k.a. Salesforce records. Therefore, the more effective you can navigate through the system, the faster you will find the information you are looking for or you want to update. Imagine the smile on your co-workers face when you can show them at least one trick you learned about in this video tutorial. Sounds good? Let’s go then.
- Meet the #1 Customer Relationship Management Cloud Application, Salesforce!
Salesforce is used by thousands of customers across many countries and growing massively. For good reason. It brings customers and their partners together to manage their daily business challenges in the smartest way possible. It’s called Customer Relationship Management, in short CRM. In this article, we look at the basic elements of the Salesforce CRM Platform and how it brings business data to life.
- Build Your Own Salesforce Custom Report Types
Salesforce Reports analyze data that is stored on Salesforce Records that belong to Salesforce Objects that are related to one another, or not. That’s a mouthful. And so are Salesforce Reports. Depending on how the data has been set up and structured in your Salesforce org, you’ll need to craft your reports in a corresponding fashion. Salesforce doesn’t leave you alone. They give you ready-to-use Standard Report Types. And if you can’t find what you need you simply build your own, meaning Custom Report Types. Let’s discuss the differences and when to use what type.
- TOP 10 SALESFORCE SPRING ’22 RELEASE HIGHLIGHTS
The Salesforce Certification Exams have just switched over to Spring ’22. Aren’t we already moving into Summer ’22? That’s right. However, the exam cycles do have a shifted time frame. Salesforce learners need to be able to catch up. And here we go, if you are preparing for your Salesforce Certification Exam, make sure to familiarize yourself with the current release notes. Here are my TOP 10.
- How Long Does It Take to Learn For Your Salesforce Certification Exam?
That depends! Not the answer you wanted? Bear with me. There are a number of factors contributed to your experience, study materials, career goal and more. You are going to make this work using the guidelines we’ll discuss in this article.
- Why You Should Set up a Regular Salesforce Data Backup
Did you know that Salesforce does not automatically create a backup of your Salesforce data? At least not in a way that would allow easy recovery. Any data loss or data corruption in a live Salesforce Org can have a devastating impact if you do not set up a comprehensive data backup and restore mechanism. In this article, we’ll discuss your options of manual and automated solutions.
- Before You Run Your Next Salesforce Data Import
Running Salesforce Data Imports to insert or update larger amounts of Salesforce records can be a real time-saver. OR NOT! It can also mess up your data seriously if the import is not prepared well. Which in turn, will cost you a lot of time instead, to fix it all over again. 🤯 In this article, I want to discuss how you can ensure your data imports run smoothly.
- Plan Your Salesforce Certification Studies – Use a Traffic Light System
Using a systematic approach to plan your study time in order to prepare for you Salesforce Certification Exam will make all the difference. It will allow you to stay on track by organizing your Salesforce learning schedule and allotting specific times for different types of knowledge topics. In this blog article you will learn about the traffic light system and how to use it to avoid distractions and improve productivity.
- Highlight Your Salesforce Skills On Your LinkedIn Profile
Your LinkedIn Profile page is the first impression a recruiter or potential employer will get of you. Therefore, you want to keep it professional. Plus, it should be obvious that you are passionate about Salesforce. And don’t worry: If you don’t have Salesforce job experience yet, there is still a way to showcase your Salesforce hands-on experience. In this article, I’ll walk you through the key elements you should consider in order to highlight your Salesforce talent on your LinkedIn Profile.
- Restriction Rules – Yet Another Data Security Management Tool?
Hell YESSS! Nothing is more important than protecting your customer’s sensitive data you are storing in your Salesforce Org. You can land in prison if you don’t. Ok, I’m being overdramatic, but nevertheless, data protection is a serious topic. So how about we break down the entire model and see how the Restriction Rules fit in? Let’s go!
- From Failure To Salesforce Passion – My Personal Story
I’ve always wanted to do something different but didn’t quite know what it was. I knew I loved working with people, I knew I didn’t like sitting at my desk all the time. But what does that mean? How does that help me find out which career I should be pursuing instead?
- How Do Salesforce Lightning Record Pages, Dynamic Forms and Page Layouts Go Together?
When designing the look and feel of Salesforce Record Pages, System Administrators usually start off by creating and arranging Page Layouts. However, more recently, Salesforce has introduced Lightning Record Pages followed by Dynamic Records.
You may have been wondering how they are different, or not, and how they actually play along? Can they be used together, or separate? What’s the deal here? 🤔
- Is A Salesforce Career For You?
Based on your background, getting your foot into the Salesforce Career Market can feel easy or it can feel overwhelming. If you belong to the latter category, then this article will help you understand what it takes to make an informed decision whether or not a Salesforce Career is for you. We’ll then explore how you can turn your Salesforce Career Aspirations into a logical and organized process. This will leave you feeling at peace and confident that you can reach your Salesforce Career Goal indeed, which often starts by getting a Salesforce Certification.
- New Salesforce Advanced Administrator Certification Exam Guide – December 2021
Trailhead by Salesforce have not only switched their certification exams over to the Winter ’22 Release, they have also updated the exam outline of the Salesforce Certified Advanced Administrator Exam Guide. We have summarized all important updated for you. Plus, you will find links to topics you may not yet be familiar with so you can study up in no time.
- TOP 10 SALESFORCE WINTER’22 RELEASE HIGHLIGHTS
The Salesforce Certification Exams have just switched over to Winter ’22. That’s right! Even though all Salesforce Orgs are already well into the Winter ’22 release cycle, the Salesforce Certification Exam cycles follow a slightly shifted time frame to give you a chance to catch up.
- Profiles and Permission Sets – The Big Misunderstanding
Profiles and Permission Sets are THE tools to manage Salesforce User permissions, permissions to manipulate data that lives in Salesforce records. BUT… what about access to these records? Is that not covered by Profiles and Permission Sets too? So you thought, but not quite. It’s all about understanding how they play along with the entire Data Security Model. What does this mean? Let’s break it down into edible pieces.
- 8 HOT TIPS TO PREPARE FOR YOUR SALESFORCE CERTIFICATION EXAM
Getting a Salesforce Certification will unlock career opportunities you didn’t know were out there. But first, you need to get it, before you can add it to your CV and LinkedIn Profile. Let me share my 8 hot tips with you how you can pass the exam at 1st attempt so you don’t loose any time to find your Salesforce Dream Job.
- Before You Create Your Next Salesforce Report
Are you a little bit like me? A co-worker comes over to you asking if you could help with this particular report they need, and then you jump right into the Report Builder to see what you can whip up. Not anymore! Let me explain why. This will save you a lot of headaches.
- Should you still learn Workflow Rules and Process Builder?
Salesforce has announced they will no longer develop and even deprecate Workflow Rules and Process Builder entirely. But, what does this mean for you? Here is what you need to know about what’s going to happen.
- TOP 10 SALESFORCE SUMMER’21 RELEASE HIGHLIGHTS
The Salesforce Certification Exams have just switched over to Summer ’21. While you might already get excited about the Winter ’22 features, make sure to get familiar with the release highlights of the current Summer ’21 release.
- New Salesforce Administrator Certification Exam Guide – June 2021
Official Salesforce News: After June 23, 2021 Trailhead has updated the content of the Salesforce Certified Administrator Exam Guide. We provide you with a mapping table of NEW vs. OLD Topics and their Weightings.
- How Do Salesforce Administrators Choose The Right Customization Tool?
It’s an ongoing debate! Making use of Salesforce’s declarative tool set or add an app from the AppExchange or get the whole thing coded? Each has their own advantages. This article will explain how you can make a dignified decision.
- TOP 10 SALESFORCE SPRING’21 RELEASE HIGHLIGHTS
The Salesforce Spring’21 Release has arrived, most Salesforce Orgs have been updated. As always, we encourage you to keep up-to-date on the latest and greatest Salesforce features. So, here are our Top 10 Favorites.
- Is An Online Salesforce Video Training Worth It?
Have you been thinking about a career change into a Salesforce job? But you don’t have the time amongst all other obligations you already have on your plate? Finding your way through the maze of information and learning resources, make you feel overwhelmed? Let’s take a deep breath together and consider your options.
- What you didn’t know about the AppExchange
Did you know you can find a job on the AppExchange? Salesforce is not just a place to search for Salesforce Partner Apps that integrate with your Salesforce Org. It is so much more!
- TOP 10 SALESFORCE WINTER ’21 RELEASE HIGHLIGHTS
The Winter ’21 release cycle is in full swing. And we wouldn’t be WeLearnSalesforce if we wouldn’t encourage you to keep up-to-date on your Admin skills. And so, we want to share our favorite Winter ’21 Release Highlights with you.
- How to maintain your Salesforce Certificate
This is just the beginning! You have passed the Salesforce Certification Exam and you can proudly call yourself a Certified Salesforce Professional. Now it’s all about gaining more experience and advancing your Salesforce knowledge.
- How to master the Salesforce Certification Exam Day
Exam Day has arrived! Are you freaking out? Don’t be! Take a deep breath and follow my recipe below. I promise you’ll survive! 🙂