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.

Author: Peggy Schael | Salesforce Trainer | WeLearnSalesforce

What are Salesforce Standard Report Types?

Standard Report Types are provided by Salesforce out-of-the-box. They come with Salesforce’s Standard Objects such as Accounts, Opportunities, Cases, Leads and so on. You will find the corresponding categories from which you can choose the available Report Types from.

Plus, when you create a Custom Object and tick the “Allow Reports” checkbox, Salesforce will also create a Report Type for you automatically. You’ll find it under “Other Reports”.

Which Standard Report Type Should You Use?

Let’s use the “Opportunities” Category as an example. This is where you find Reports related to the Opportunities Object and their associated Objects such as Products or Contact Roles etc.

The Standard Report Type “Opportunities” will include fields from the Details tab of these records.

A Report Type like the “Opportunities with Products” will include fields from the Details tab as well as fields from the related Object, in this case the Product details.

TIP: Report Types that include details from related records like Products, will only give you a subset of the records (=AND condition). In our example only Opportunities that do have Products attached. You will not be able to include Opportunities without Products.

That’s where Custom Report Types come in.

What are Salesforce Custom Report Types?

Whenever you can’t find a suitable Standard Report Type or need something more complex, that’s when you need to build your own Custom Report Type.

For example: Opportunities with our without Products (=OR condition)

How To Build Custom Report Types

Custom Report Types (CRTs) are created from the Setup menu. You need to select the Primary Object, choose a meaningful Report Type Name and Description. And, you can choose a Category, though you can’t create new categories.

These steps are pretty straight forward. BUT, what the heck is a Primary Object? The question should rather be: What is the main focus of the Report? The Primary Object will determine your Filter Options in the Report.

For example: CRT on Accounts with or without Opportunities. The main focus is on Accounts for which you want to see related Opportunities details. Users will be able to filter by Account to identify those that do or do not have Opportunities.

CRTs typically contain information from multiple related Salesforce Objects, such as “Accounts with Opportunities with Products with Schedules”. Or: “Accounts with or without Opportunities with or without Products with or without Schedules”. The latter would be the most comprehensive.

This means, you can add up to four related Objects, the Primary Object being your first one. You can choose between AND or OR conditions.

AND example: Accounts with Opportunities

OR example: Accounts with our without Opportunities

Awesome Custom Report Types Features

CRTs have another huge advantage over Standard Report Types: They allow you to tailor what will be available in the Report Builder.

You can organize the fields from each Object and group them into logical sections. You can even rename field labels, especially when you have duplicate field names like the “Created By” field. AND: You can add fields from related parent records, meaning Lookup fields. For example: On Account records, you’d have Lookup fields to the Account Owner (= User Object).

You can also specify default columns which will auto-populate when Users create a new Report of this Report Type.

Benefits of Salesforce Custom Report Types

CRTs have many benefits. You can even use them to improve Standard Report Types, though you’ll have to re-create them first as a CRT.

CRTs help you to:

  • Remove clutter from Reports that Users don’t need to see or should not be using
  • Make building Reports easier for Users
  • Standardize the Report building process across teams and departments

Did You Know?

You can hide Standard or Custom Report Types which are redundant. Instead of deleting a Report Type (CRTs only) which would delete all associated Reports, you can simply hide the Report Type.

NOTE: This is currently only possible through the Salesforce Classic UI. However, Salesforce is planning to make this available to Lightning in Spring’23. (Refer to Release Notes!)

If you want to learn more about creating Standard and Custom Report creation, it’s included in our all of our Salesforce Certification Courses. Understanding the data setup and structure is a critical component. That’s why we recommend learning about Reports in context of the bigger picture. This will make you the better Salesforce Admin or Business Analyst.

Plus, all study materials, such as Video Tutorials and Study Workbooks contain awesome checklists, flow charts, diagrams and best practices. You can even download and pin them to your office wall. 🤓

Let me know in the comments what types of Custom Report Types you have created or which ones you would like to try out.

WHAT ELSE…

We make learning simple with our range of well-structured Salesforce Video Tutorials, downloadable Study Workbooks and realistic Practice Exams.

And if you are brand new to the world of Salesforce, make sure to sign up to our FREE 21-Day Salesforce Beginners Challenge.

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.

Author: Peggy Schael | Salesforce Trainer | WeLearnSalesforce

Let me start by asking you this: Do you take photos of your family, friends, hobbies, travel or else? Would you be sad if you lost any of them? For my part, I’d be devastated. Therefore, I regularly create backups of any of my photos, whether I’m taking them with my phone or camera.

What does this have to do with Salesforce? A lot! Because the data stored in a live Salesforce Production Org is critical for customer relationship management, business success, legal compliance and so much more.

This means, if any sensitive or business-critical data is lost and not recoverable, it can have a devastating impact. This is particularly relevant when large amounts of data are impacted.

Data can get lost in many different ways. The most common reasons are:

  • Salesforce Users overwrite data
  • Salesforce Users delete records
  • Salesforce Administrator changes field types
  • Salesforce Administrator runs data imports

Any of the above can happen by accident or can be deliberate. As the Salesforce Administrator, you have many tools at hand to protect data access, data edits as well as data deletion. However, data loss or data corruption can still happen. In this article, we’ll discuss how you can manage data backups to recover and restore data when required.

Salesforce Data Backup Solutions

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. If you want Salesforce’s help with this process, you will need to install something first, and that’s Salesforce’s Backup and Restore service. It requires quite a few setup steps before it will backup your data and provides a recovery service. Plus, it comes at an additional fee.

Alternatively, you can find backup solutions on AppExchange with a range of highly respected Salesforce Partner Apps that work a charm. Yes, they do come at a cost too. Depending on your Salesforce org’s data capacity, restore process and of course budget, it’s worth checking out these apps. Just search for “backup”:

Source: appexchange.salesforce.com

Meanwhile, what can YOU do already?

While the automated solutions are great, you can already start with the more manual backup solutions Salesforce does provide you with out of the box, included at no additional cost. You can always extend with apps at a later point in time.

These out-of-the-box backup solutions include Report Exports, the Data Export service, and the Data Loader App/Dataloader.io. Let’s go through each to see how and when to use them.

Export Salesforce Data with Reports

Salesforce data is stored on records that belong to various Standard and Custom Objects, such as Accounts, Contacts, Leads, Opportunities, and so on. One of the easiest ways is to create reports for each of these Salesforce Objects and export them into a save place on your company’s server.

PROs: Simple way to create ad-hoc reports relevant for data clean-up processes, before data imports, whenever there’s a limited amount of records involved. Exports to .csv and .xlsx. Can be scheduled for export.

CONs: This is a manual process. You won’t be able to export the entire database. Cannot be used to restore, unless you do a manual re-import under specific considerations.

Export with Data Loader App / Dataloader.io

The Data Loader works similarly to reports in the way that you need to select specific types of records you want to export.

PROs: Automatically stores the export file in a pre-defined location. The export process can be automated using the command line. Exports to .csv, .xlsx and other.

CONs: Requires installation of Data Loader App locally as well as Java Runtime Environment (alternatively use Dataloader.io web service). You need to be familiar with all the above-mentioned tools and processes.

Salesforce Data Export Service

This one is managed right from within your Salesforce Setup menu, no need to install anything. You can choose between weekly or monthly exports (depends on Salesforce Edition). It’s the most comprehensive of the export tools:

PROs: Automatically exports either selected or all data. Can include images, documents, files etc. (Beware file size!)

CONs: Data is only prepared for export. Once the export data is ready, the system will send an email to the Administrator with a link to a .zip file. The zip file is stored within the Salesforce Setup from where it needs to be manually downloaded. And, the .zip file delete’s itself after 48 hours.

The Data Export is really easy to set up and if you can ensure that an Administrator will be around to take care of the .zip file within the 48-hour time frame, then this is certainly a great tool to use.

Final Thoughts

The out-of-the-box backup solutions do not provide out-of-the-box recovery methods. The recovery process is a rather manual process, including tools like the Recycle Bin and Data (Re)Imports. Depending on the volume of data/records involved, remember to take a look at Salesforce’s Backup and Restore service or solutions on the AppExchange.

All of the above is about Salesforce Data, not Metadata. Metadata are the containers that define the type and location of the data, not the data itself. This includes Field Types, Page Layouts, Reports, Validation Rules, and so on. Therefore, if you need a backup, or better a copy, of the Metadata, that’s what Sandboxes are for.

Salesforce Data Backup is part of our Salesforce Administrator Certification Course. Application Management including Sandboxes is covered in our Salesforce Platform App Builder and Salesforce Advanced Administrator Certification Courses.

Let me know in the comments how you manage data backups and which tool you prefer to use.

WHAT ELSE…

We make learning Salesforce simple with our range of well-structured Salesforce Video Tutorials, downloadable Study Workbooks and realistic Practice Exams. Available for Salesforce Administrator, Advanced Administrator, Platform App Builder and more.

All materials are in line with the official Salesforce Certification Exam Outline including regular release updates.

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.

Author: Peggy Schael | Salesforce Trainer | WeLearnSalesforce

I’ve been going through the painful way of understanding how NOT to use the data import file. We had created a huge mess at the time and it took weeks to fix the whole thing. 🤯 Only because of one field we got wrong. Trust me, you don’t want this to happen to you.

Therefore, in this article, I want to discuss how you can ensure your data imports run smoothly. 🤓 We’ll look at the types of data import tools available to you and what steps you need to follow in order to prepare your import file in the right way.

Which Salesforce Data Import Tool Should You Use

First of all, it’s important to understand which tool you should choose for what type of data import,  data update, or even data deletion. While we will focus on data import in this article, I’ll give you a breakdown of the main data management tools every Salesforce Administrator should be familiar with.

These tools are Data Import Wizard and Data Loader:

Data Import Wizard

The Data Import Wizard comes right out of the box and is accessed through the Salesforce Setup interface. As the name reveals, the Data Import Wizard can only do imports/updates. It’s limited to the Standard Objects Accounts, Contacts, Leads, Solutions, and Campaign Members, but unlimited Custom Objects. You can choose to verify duplicates and choose whether or not you want to trigger workflow rules or processes.

Data Loader App / Dataloader.io

Then we have the Data Loader. It comes in two versions:

Version 1: The Data Loader App. This one is also available through the Setup, however needs to be downloaded and installed on your computer before you can use it. It looks a bit like a dinosaur but is still loved by so many Salesforce Admins because it’s the most versatile of the data management tools.

Version 2: The Dataloader.io website is the modern cloud-based alternative. It can be launched from the Setup menu too. It is a paid service, however can be used for free to manage up to 10,000 records of up to 10MB per file.

Both Data Loader versions support imports, updates, exports, and mass deletes for pretty much all of your Standard and Custom Objects. Using the command line you can even automate imports and exports, for example for regular data migrations from/with other systems. Both Data Loader versions also support saving field mappings which are super handy for those regular data imports. They do not support duplicate checks though and can’t turn off workflow rules/processes.

Here’s an overview of their main differences and when to use which data management tool and what else you need to consider:

As mentioned earlier, in this article we will further focus on data imports because they require the most careful preparation.

Differences Between Salesforce Data Import and Data Update

When you do an import, you need to differentiate between data import and data update. You can choose between the two or even combine the two actions in one upload.

Each Salesforce record is being associated with a unique record ID. This means, if you are doing a data import to create entirely new records, Salesforce will automatically generate a unique record ID for each new record.

However, if you are doing a data import to update existing records, you need to tell Salesforce which records need to be updated. Hence, you must reference the existing record IDs.

And this is the tricky part. If you don’t include the record ID in your data upload, Salesforce will create new records instead and you’ll end up with duplicates.

Now, where do you find the record IDs of the records you want to update? You’ve got three options:

  1. In the URL of the record.
  2. By including the ID field into the corresponding report.
  3. By including the ID field in the data export when using the Data Loader.

Each of these options will give you a different number of digits, either 15 or 18. How does this matter? This is relevant for things like V-lookups in an Excel spreadsheet. Excel does not care about upper or lower cases, hence some of the record IDs will appear as duplicates. Therefore, in case you need to use the data for V-lookup purposes, it’s safer to use the 18 digits.

By the way: The number of digits does not matter for the data upload process. It will work with either number.

What Does a Salesforce Data Import File Look Like

The data import file needs to match the structure of the Salesforce Object which contains the type of records you want to upload. The structure of any Salesforce Object is the structure of a table, like an Excel or CSV. Depending on the type of Object, you need to include the relevant rows and columns.

Data uploads must be done from a CSV file. In case you’ve got an Excel in front of you, make sure to convert it to CSV first.

Here’s an example of an import file related to the Account Object:

Apart from the record IDs we discussed earlier, there are a few other items you should be verifying before you run the import.

Don’t Miss These Steps When Preparing Your Salesforce Data Import File

Therefore, here’s a checklist for you of the most important items you need to verify before you start the import.

  • Verify whether there are any mandatory fields that may be missing, or other data validation rules you may have in place. Also, do all fields you want to import exist in Salesforce or do you need to create custom fields.
  • Clean up potential duplicates. Yes, the Data Import Wizard has duplicate options available however they may not necessarily work in 100% of the records. Therefore it’s always better to check upfront if feasible.
  • Verify picklist values. If a value in your CSV file does not match existing picklist values, it will still import but not actually add the value to the picklist. Picklist values can be enforced. This means, records containing mismatching values will not be imported.
  • To keep your Salesforce data clean and tidy, it’s good practice to run a spell check, verify naming conventions and data formats like country codes and so on.
  • If you are importing currency fields, make sure the currency exists and is included in the file, not just the amount. They are essentially two different fields.
  • And remember the field mapping. It’s best to rename the column headings to match the Salesforce field label. You can still rename during the import but that may take longer. Remember that the Data Import Wizard does not store your mappings. However the Data Loader can, and this may be handy for regular uploads.
  • Determine the Record Owner. If you don’t include it in your import file, YOU will become the owner.
  • One last item that can get really interesting is date and time formats. Make sure the date and time fields are formatted correctly, otherwise they will most likely not get imported correctly. Here is what Salesforce accepts:

Source: help.salesforce.com

Conclusion

The actual data import process is not very hard, however, the type of data you import is what matters and what can truly mess things up.

Data Management is part of our Salesforce Administrator Certification Course. You will not only learn how to import and export data in Salesforce but also learn WHY this is relevant. There are a lot of factors to consider in regards to data setup, data security, data clean-up, data backup, data migration, and more. Therefore, we believe it’s essential to understand the bigger picture. 🤓

Let me know in the comments if you found this article helpful. If you had any data import mess-ups let me know too, we can all only learn from our mistakes and by sharing them with others.

WHAT ELSE…

We make learning Salesforce simple with our range of well-structured Salesforce Video Tutorials, downloadable Study Workbooks, and realistic Practice Exams. Available for Salesforce Administrator, Advanced Administrator, Platform App Builder, and more.

All materials are in line with the official Salesforce Certification Exam Outline including regular release updates.

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? 🤔

Author: Peggy Schael | Salesforce Trainer | WeLearnSalesforce

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? 🤔

Back To The Future – An Evolution from Salesforce Classic to Lightning Experience

Let’s take a quick tour back to where things started. At the time I got introduced to Salesforce, which was still in the good old Salesforce Classic times, we used to work with Page Layouts to design and structure the contents of the Salesforce user interface (we’re ignoring any Apex coding for now and focus on declarative development).

With the introduction of the Lightning Experience (LEX) user interface, Salesforce started structuring the user interface with so-called Lightning Record Pages. Lightning Record Pages are pretty much an extension of Page Layouts. This means, Page Layouts are still being used, but have been integrated into Lightning Record Pages and appear as a Detail Tab as well as a Related Tab. Record Pages also contain many other components like a Highlights Panel or Activities and so much more, which can be added and arranged as needed. This makes the design of Salesforce Record Pages so much more flexible, allowing Salesforce Customers to tailor the record components to their specific business needs.

And that’s not all. More recently, Salesforce has released so-called Dynamic Forms. It’s an upgrade of Lightning Record Pages to make them even more dynamic. I guess that’s why they came up with the name.

How Salesforce Page Layouts, Lightning Record Pages and Dynamic Forms Get Along

Now, each has its own features and specifications and do depend on one another. Let’s go through step by step and understand when to use which one.

In case you work for a company that still uses Salesforce Classic, forget about Lightning Record Pages or Dynamic Forms, you only need to worry about Page Layouts. However, this company will eventually have to move to LEX, and other companies use LEX already anyways. So, I guess there’s no way around understanding all three. 🤓

Even though Page Layouts are an integral part of Lightning Record Pages, you still need to manage Page Layouts separately. Page Layouts are used to add, remove, arrange Fields, Sections, Related List, Action Buttons and a few other items.

When you move to set up a Lightning Record Page for the same Object, you will need to add components, including those components that represent what you build on your Page Layout.

For example: If you want to display Fields, you need to add the Record Detail component. If you want to make Related Lists available, you need to add one of the Related Lists components. If you want to display the Standard action buttons like Edit, Delete and so on, then you need to use the Highlights Panel component.

This means, as part of building a Lightning Record Page you are breaking down the Page Layout elements into its main pieces and arrange them in any order required. Every Salesforce business works differently, so it’s crucial for user adoption success, to arrange all record components in a logical and intuitive way. And that’s what we love Lightning Record Pages for.

And then it gets even better, with Dynamic Forms. Dynamic Forms allow even more creativity because you can arrange Page Layout Sections (and their associated Fields) in any form and shape. This means, with Dynamic Forms you can even break down the Record Details component into its sections. Plus, you can make fields or entire sections appear or disappear based on the Field or Component Visibility settings. And there’s more, you can even customize the Highlights Panel in order to manage every single action button.

Something like this only used to be possible with Visualforce Pages or Custom Lightning Components. But Salesforce wants to make customization as easy as possible, that’s why they introduce more and more point-and-click tools like Dynamic Forms. No more coding skills required, almost. 👏🏻

Designing Salesforce User Interfaces with Object Manager and Lightning App Builder

And now, let’s break down the steps you’ll need to follow to get things right:

StepsDesign withAssign toBenefits
1. Create Page Layout (or use Default Page Layout)Object ManagerUser ProfilesArrange Fields, Sections, Related Lists, Action Buttons etc.
2. Create Record TypeObject ManagerUser ProfilesTailor business processes and allocate corresponding Page Layouts
3. Create Lightning Record PageLightning App BuilderOrg or
App or
App + Record Type + User Profile
Arrange page components including Record Details (= Fields and Sections from Page Layouts), Related Lists, Highlights Panel etc.
Use visibility settings to manage access to components
4. Upgrade to Dynamic Form
 
NOTE: Currently only available on Record Pages for Custom Objects.
Refer to Release Notes for updates!
Lightning App Builderas aboveFreely arrange Sections from a selected Page Layout.
Use visibility settings to manage access to single Fields or entire Sections.
Reduce number of Page Layouts
 
TIP: If you want to move only one field, add a section first, then move the field in there.

As you may have noticed, Page Layouts are the basis to building Record Types, Lightning Record Pages and Dynamic Forms. This may change in the future to support even more dynamic user interface designs with declarative tools, so keep your eyes open on future release updates.

Let me know in the comments if you have been using Dynamic Forms yet and how you like them.

WHAT ELSE…

We make learning simple with our range of well-structured Salesforce Video Tutorials, downloadable Study Workbooks and realistic Practice Exams. Available for Salesforce Administrator, Advanced Administrator, Platform App Builder and more.

All materials are in line with the official Salesforce Certification Exam Outline including regular release updates.

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.

Author: Peggy Schael | Salesforce Trainer | WeLearnSalesforce

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 already? So you thought, but not quite. It’s all about understanding how they play along with the entire Salesforce Data Security Model. What does this mean? Let’s break it down into edible pieces.

What you really need to understand is that Profiles and Permission Sets have to be seen from a record owner’s perspective. It’s like going into a public parking garage. 🚗🚙 One of the cars is yours or is the car you have the key to. However, all the other cars are there too but you can’t drive them. Not without a key. 🔑

It’s the same with accessing Salesforce records. A Salesforce Object is like a parking garage and contains a lot of records. However, not all records are necessarily accessible to you. A Salesforce User Profile only determines which Salesforce Object a User can go into. It does not determine which of the records within the specific Object the User can actually ‘drive’. Therefore, we need to discuss how Salesforce Users get access to the individual records.

SALESFORCE DATA RECORD ACCESS MODEL

That’s where the Salesforce Data Record Access Model comes into play. That’s the one that determines whose records you are allowed to access, like giving a User one or more keys to drive selected cars. It’s the highest priority of every Salesforce Organization to protect the data of their customers, partners, supplies and others. Not every Salesforce User should have access to every Salesforce record, only those they need to work with on a daily basis, in order to fulfill the job they were hired for.

Unfortunately, this is not the case for many organizations. Especially smaller organizations oftentimes leave record access open to everyone because they don’t have the capacity to get to know the Salesforce Setup items. And what makes things worse, most Salesforce Users are given a System Administrator Profile. Sounds familiar? I hope not, but I’m sure it does. 😉

We won’t discuss the entire Salesforce Record Access Model in this article. We’ll focus on the two most important elements from a Salesforce User perspective. And this is about what they can DO in Salesforce and what they can SEE after they’ve logged in.

WHAT SALESFORCE USERS CAN DO

It all starts with Profiles and Permission Sets for sure. They are used to determine what Users can do in Salesforce, including what they can do with the records they have access to. This is referred to as ‘Object Permissions’. The four essential permissions you need to be familiar with are Create, Read, Edit and Delete. In short, the ‘CRED’ permissions. There are two more, but let’s stick with CRED for now.

Salesforce provides a number of Standard Profiles to get you started with, so you don’t have to define and select them all from scratch. These Standard Profiles contain a carefully selected combination of Object and other permissions Salesforce has determined relevant for most common job functions. But remember to clone them first and save them as Custom Profiles. Only assign Custom Profiles to your Salesforce Users because Standard Profiles cannot be changed. You have been warned. 😉

And please also consider that Profiles should only contain the very minimum of permissions. Everything else is managed through Permission Sets and Permission Set Groups.

WHOSE SALESFORCE RECORDS USERS CAN SEE

As mentioned earlier, Profiles and Permission Sets only determine which parking garage (Salesforce Object) Users can get into, but not which individual cars (Salesforce records) they will have the keys to.

When we apply this concept to the CRED permission, this looks like this:

DO = Create – Set up a new record within this Object

SEE = Read – Access to the Object

DO = Edit – Change data on records within these Objects

DO = Delete – Get it out of Salesforce

By default, when a Salesforce User has been granted access to a Salesforce Object, they automatically have full access to records they created and own. This does not apply to records a Salesforce User does NOT own.

However, also by default, Salesforce does not restrict access to many Salesforce records, to begin with. That’s why it often appears as if Users automatically have access to all records when they have Read access through their Profile. While this makes it easier to get started with Salesforce it makes it harder later in life when you do need to take away access.

And that brings us to the Sharing Settings. The baseline settings which determine whether Users have access to all or only their own records is managed through the Organization-Wide Defaults (OWD). Each Object has a specific access level selected.

The access levels you can choose from vary by Object. Here is what the most common access levels mean:

And this is just the starting point. As soon as you choose something like Private or Read-Only you will have managers and executives come yelling and screaming why they can’t see their teams’ data anymore. It’s because you’ve taken it away. 😱 But the good news is, that you have other tools to give access back by business unit or other specifications. 😅 And this makes up your Data Record Access Model:

Now you know why Profiles and Permission Sets alone do not dictate access to Salesforce records. You must use them in combination with the Sharing Settings:

DO = Create – Set up a new record within this Object

SEE = Read – Access to the Object -> Access to individual records managed through Sharing Settings

DO = Edit – Change data on records within these Objects

DO = Delete – Get it out of Salesforce

This is a lot to take in. The entire Data Security Model including record access is pretty complex and needs time and practice. I hope this article has clarified some of the key elements you need to consider when it comes to data security.

If you’d like to dive deeper, we have it all covered in detail in our comprehensive Salesforce Administrator Certification Course. You can get a sneak peek at our Free Salesforce Introduction Course. Have a look, no strings attached. 🙂

Let me know in the comments if this is helpful.

WHAT ELSE…

We make learning simple with our range of well-structured Salesforce Video Tutorials, downloadable Study Workbooks and realistic Practice Exams.

And if you are brand new to the world of Salesforce, make sure to sign up for our FREE 21-Day Salesforce Beginners Challenge.

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.

Salesforce Administrator Certification Exam Guide has been Updated

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.

First up: NO NEED TO WORRY!

If you have booked your cert exam or you are planning to register, there is no reason to freak out! Because the exam objectives as such are not changing much. The knowledge topics and concepts you need to be proficient in are still the same.

What is changing is mostly the grouping and order of the exam outline. Meaning, Trailhead is taking the current exam objectives and groups them into more logical buckets.

There are just very few somewhat newer topics. HOWEVER, as with every release cycle, you need to be familiar with the relevant Release Notes anyways. Some of these topics are now considered baseline knowledge, that’s why they will be mentioned more officially in the exam outline. That’s about it!

What is changing? Salesforce Administrator Certification Exam Guide Topics & Weighting

The previously 12 Exam Topics have been re-grouped into 7 Exam Topics.

The weighting has increased significantly on the following topics, which means you will get more Certification Exam Questions on these:

Object Manager & Lightning App Builder (20%) -> increased by 6%

Workflow/Process Automation (16%) -> will be twice as much, increased by 8%

These New Certified Administrator Exam Objectives have been added:

Most exam objectives from the original 12 exam topics are the same. There will be a few new topics to be added which you should already be familiar with from the Release Notes:

Einstein Lead Scoring

Einstein Opportunity Scoring

Forecast Impact

These Certified Administrator Exam Objectives have been removed:

Products & Price Books

Salesforce Content

Salesforce Knowledge

Salesforce Experience Cloud Site

Salesforce Lightning for Outlook

Mapping Table of New vs. Old Salesforce Administrator Certification Exam Guide

Our Salesforce Administrator Certification Video Course, Study Workbook & Practice Exams have been be updated accordingly.

Here’s an overview of how our course curriculum (aka exam outline) will match with the New Salesforce Certified Administrator Exam Guide:

NEW SALESFORCE CERTIFIED ADMINISTRATOR EXAM GUIDEOLD SALESFORCE CERTIFIED ADMINISTRATOR EXAM GUIDE
Configuration & Setup (20% )Organizational Setup (3%)
User Setup (7%)
Security & Access (13%)
Object Manager & Lightning App Builder (20%)
Standard & Custom Objects (14%)
Sales & Marketing Applications (12%)
Sales & Marketing Applications (14%)
Service & Support Applications (11%)
Service & Support Applications (13%)
Productivity & Collaboration (7%)
Activity Management & Collaboration (3%)
Desktop & Mobile Administration (3%)
AppExchange (2%)
Data & Analytics Management (14%)
Data Management (10%)
Analytics, Reports & Dashboards (10%)
Workflow / Process Automation (16%)Workflow / Process Automation (8%)

Our Salesforce Administrator Certification Video Course, Study Workbook & Practice Exams have been be updated accordingly.

WeLearnSalesforce Administrator Certification Course / Study Workbooks / Practice Exams

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.

Author: Peggy Schael | Salesforce Trainer | WeLearnSalesforce

Have you ever struggled with the decision whether your Salesforce customization should be done with the declarative tools Salesforce gives you out-of-the-box? Or whether there could be a better solution with an app from the AppExchange or even by coding from scratch?

There is no easy answer! First and foremost you should have a pretty good understanding of the Salesforce platform’s capabilities and limitations. And once you get started to learn all about Salesforce, you will quickly realize that it’s no small feast. And on top of that, Salesforce brings out three releases per year with even more awesome out-of-the-box functionalities. It may leave you scratching your head…

At WeLearnSalesforce we care deeply about the success of our Salesforce Trainees and want to help them make educated decisions for what works best for their business’ Salesforce implementation as well as future updates and maintenance. But not only System Administrators are involved in the decision making process. If you are a Product Manager, Business Analyst, Consultant or otherwise involved, this is relevant for you too.

In this article I will walk you through the three customization options, their benefits and challenges and how to choose the best possible solution.

Best Practice Considerations

Before we dive deeper into each, as a rule of thumb, always consider declarative customization first. If you don’t seem to get anywhere with this, have a look at the AppExchange and only, only if you still don’t find what you are looking for, consider programmatic development.

If you are a Developer reading this, you may be thinking “What the f&$!#%”. I totally get that. Coding gives you a lot of flexibility and often a very reasonable solution, but we want to look at the greater picture and the sanity of Salesforce configurations.

Use a Questionnaire

Of course it’s not always as simple as yay or nay. There are a number of factors to take into consideration before deciding how to go about a planned Salesforce configuration, no matter if it’s an entire implementation project or a change request of an existing setup. I’ve been part of many Salesforce implementations and have seen the struggles first hand. It’s impossible to cover every single scenario, but you can avoid a lot of issues early in the process by asking the right questions from the start or even before that.

So I’ve put together a list of questions you should think about before deciding what you want to do:

  • What business problem are you looking to solve? What would be the benefit for the business?
  • What specific outcome are you trying to achieve?
  • Are you imposing your business processes onto Salesforce or could it benefit from the way Salesforce is already set up?
  • What is your Salesforce Support package (called “Success Plan“)? What type of support is already included?
  • What is your budget for the configuration and future maintenance?
  • What is your timeframe? How urgent is the implementation or change request?
  • Do you want to develop in-house or externally?
  • How do you maintain any related or unrelated changes in the future?

These are just high-level questions. We won’t go into detailed project management related questions, we save that for another article. However, these questions already give you an idea of how complex your decision may become.

Do your Homework

Depending on what your answers to these questions look like, they will either have a small or big impact on your business’ success. Because Salesforce is being implemented to make your business processes better, right? And who is using Salesforce? Your business users! Hence, user adoption plays a huge role. Which means setting up, maintaining and supporting your Salesforce org depends on the way it is being managed behind the scenes.

So here is a table for you to help you compare and understand the differences between each of the three customization options you have available:

 Declarative DevelopmentExtend with Apps from the AppExchangeProgrammatic Development
What is itSalesforce Configurations without using code.

Using tools such as Process Builder, Flow Builder,  Lightning App Builder, Einstein Automation etc.
Salesforce owned or Partner Apps.

Integrate seamlessly with a Salesforce Org.
Using code-based tools to set up functionalities beyond declarative capabilities.
When to useWhen the business follows a common business scenario.

When business processes are less complex.
When a declarative feature is not available and cannot be replicated with declarative tools.When the business follows complex processes.

When a declarative feature is not available and cannot be replicated with declarative tools and a suitable solution cannot be found on the AppExchange.
What are the BenefitsOut-of-the-Box.

No additional fees.

Point-and-Click (Relatively) easy to maintain.
Managed Packages (incl. automatic upgrades).

Unmanages Packages at your own disposal.

Click-and-Install

Only small configurations required (in most cases).
Code and automate anything you want.

The sky is the limit.
What are the ChallengesLimited capabilities as per Salesforce Edition.

Documenting business processes and how they are implemented.

Changes may require more complex updates of Processes and Flows.  
Compare with Salesforce Products and potential Partner Apps.

Most come at an additional fee.

Time and patience to research and test potential app solutions.
Can become very convoluted.

Keeping control over what is declarative versus what has been coded.

Documenting business processes and how they are implemented.

Changes require manual code updates.
What Skills are requiredSolid understanding of fundamental Salesforce features and limitations.

A certification like Salesforce Admin, Advanced Admin, Platform App Builder can be beneficial.

No coding required.
Solid understanding of fundamental Salesforce features and limitations.

A certification like Salesforce Admin, Advanced Admin, Platform App Builder can be beneficial.

Good understanding of other Salesforce Products and how Partner Apps work with Salesforce.
Experience with object-oriented languages like Apex, Java, as well as with Lightning Components and Visualforce.

A certification like Platform Developer I or JavaScript Developer I can be beneficial.

Understanding of fundamental Salesforce features and limitations is beneficial.
Declarative vs. AppExchange Extensions vs. Programmatic Tools

Make an educated Decision

As you can see, each has their advantages and requires thorough investigation. It all starts with a solid understanding of the Salesforce fundamental features that we teach in our Complete Salesforce Certification Courses. We have a Free Salesforce Administrator Introduction Course to give you a taster.

I truly hope you are finding the information in this article useful. There are certainly other factors to be considered in a Salesforce implementation or enhancement that I haven’t mentioned. Let me know in the comments below what else you would add to the list.

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.

Author: Peggy Schael | Salesforce Trainer | WeLearnSalesforce

The Spring’21 Release has arrived, most Salesforce Orgs have been updated. Your Trailhead Playgrounds are usually the last ones to receive the updates.

If you want to find out which version your Salesforce Org is on, you can go to https://status.salesforce.com, search for your Org’s instance and view the details.

Trust I Status v 
salesforce 
Search Instance, Domain, Pod, or MID 
Home 
INSTANCE 
EU18 
CURRENT STATUS 
Current Status By Service 
OVERALL SYSTEM 
CORE SERVICE 
LIVE AGENT 
HISTORY 
MAINTENANCE 
SEARCH 
Available 
ANALYTICS 
Subscribe 
Instance Details 
Version 
spring '21 Patch 7.5 
Region 
EMEA 
Maintenance Window O 
Saturdays 
2:00 PM - 6:00 PM PST 
Products 
Salesforce Services
Source: status.salesforce.com

BTW, if you are not sure which instance your Salesforce Org belongs to, check the Company Information page in the Setup.

As always, even if you don’t have to complete any maintenance modules, you should keep up-to-date on the latest and greatest Salesforce features. Make sure to check the Certification Maintenance Schedule so you don’t miss yours!

You may have seen this message across the original Release Notes page:

The Salesforce Release Notes are moving! Check them out on Salesforce Help! This website will not be accessible after July 2021. Learn more.
Source: releasenotes.docs.salesforce.com

The Release Notes are moving all the way into Salesforce Help. It’s best to bookmark the page in your browser, so you can easily find them again.

And without further ado, here are our Top 10 favorite features:

#1 Catch Potential Duplicates Before Saving

Duplicates are a pain in the b… so the good news is, Duplicate Management is getting better and better. In combination with Dynamic Forms, Users will already get an alert while they create or edit a Lightning Record Page. On other pages, Users will only get an alert after they hit the Save button.

Tip: Set up Matching and Duplicate Rules for the relevant Object.

New Favorite 
Information 
* Favorite Name 
I-bedroom 1st floor 
Contact 
Search Contacts... 
* Property 
Search Properties... 
A Similar Records Exist 
5 
Q 
Q 
This record looks like an existing record. Make 
sure to check any potential duplicate records 
Property Type 
--None-- 
Bedrooms 
--None-- 
Lot Size 
--None-- 
t Modified By 
before saving. 
View Duplicates 
For Businesses 
Cancel 
Save & New 
Save
Source: trailhead.salesforce.com
#2 Accounts can now be added as Campaign Members

Still in BETA and may not last, but for now we are super happy it’s here, and very much hope it will stay on. Accounts can finally be added as Campaign Members. This means you start planning your Marketing Campaigns using List Views and Reports based on Accounts instead of individual names which you may not have yet.

Tip: Enable Accounts as Campaign Members in the Setup.

Campaign Members 
Add Leads 
Add Contacts 
Number of Members 
2 
View All 
Add Accounts 
Manage Campaign Members 
Import Leads and Contacts 
Send List Email
Source: trailhead.salesforce.com
#3 Collaborative Forecasts adjustments now available on the Salesforce Mobile App

If you are working in a competitive sales driven environment and you are on the go most of the time, you’ve certainly had your frustrations with your Salesforce mobile access. There is one more item which has been enabled: your Forecast predictions. Some days are more productive than others and you want to be able to track your progress in real-time. Now you can adjust your Forecast numbers on the fly to the next Customer.

No tip, just use it. 😉

Forecasts 
O 
Adjust 
December FY 2020 
Jennifer Lauren 
S30K 
Left in Quota 
Quota Attained 
Quota 
Closed 
Commit Forecast 
Best Case Forecast 
Open Pipeline 
O 
Change Period 
4 
Days Left 
S100,ooo.oo 
S70,ooo.oo > 
$70,000.00 > 
$70,002.00 > 
S140,ooo.oo > 
Chatter 
Today 
Dashboards 
o 
Tasks 
Menu
Source: help.salesforce.com
#4 Opportunity Products can be referenced on other Objects too

Opportunity Products are the specific Products which are added as line items on an Opportunity, referred to as ‘OpportunityLineItem’. There wasn’t much else you could do with it. Now, you can. You can reference these OpportunityLineItems on other Objects. Let’s say you have a Shipment Object and want to reference the specific OpportunityLineItem which is being shipped, you can create a Lookup Relationship and select the Opportunity Product.

Tip: Create a Lookup Relationship field on a Custom Object and select ‘Opportunity Product’ from the Related To picklist.

Shipment 
New Relationship 
Step 2. Choose the related object 
Select the other object to which this object is related. 
Help for this Page 
Step 2
Source: trailhead.salesforce.com
#5 Convert Leads to a Business and Person Account simultaneously

This is for Salesforce Orgs that have Person Accounts enabled. When you convert a Lead and the Company field is left blank, it turns the Lead into a Person Account automatically. However, sometimes you need both the Business and Individual. Just think about bank accounts or insurance accounts where you have couples or families and you need to bundle the individuals into “Family” accounts. You can now have the converted individual Lead added to Business Account. It does require a Custom Flow though. There are new arguments made available for LeadConvert() class.

Tip: Enable the Contacts to Multiple Accounts feature if you haven’t already.

#6 Lightning Sync to be replaced with Einstein Activity Capture

We all love syncing our inbox and calendar with Salesforce, and while Lighting Sync did the job, Einstein Activity Capture is the future. And the future is arriving faster than you’d think. Hence, Lightning Sync won’t get anymore support. Einstein Activity Capture is the way to go.

Tip: Disable Lighting Sync before you enable Einstein Activity Capture. Do it carefully, you don’t want to create a mess. 😉

#7 Add Multiple Fields to Your Reports

Really? This one was a mystery to me. What Classic Reports could do so nicely long ago, Lightning Reports couldn’t. Creating Reports from scratch with Lightning was really something to get used to, if you were like me, moving from Classic to Lightning. Another milestone with Reports has been reached, you can now select multiple Fields to add to your Report.

No tip, just go for it. 😉

REPORT v 
All Opportunities 
Search all fields... 
Close Date 
Close Date (2) 
Close Month 
Opportunities 
Outline 
Groups 
E GROUP ROWS 
Add group... 
Columns 
Add column... 
Account Name 
Opportunity Name 
Y Filters 
A 
A 
A 
A 
A 
A 
A 
A 
Last Stage Change Date 
Next Step 
Stage 
Probability (%) 
Fiscal Period 
Fiscal Year 
Age 
Stage Duration 
Forecast Category 
Opportunity ID 
Last Activity 
Description 
Has Products 
Created Date 
Last Modified Date 
Private 
Primary Campaign Source 
Opportunity Owner Information (13) 
Opportunity Owner 
Owner Role 
Opportunity Owner Alias 
Stage 
# Amount 
# Probability (%) 
Close Date 
Type 
Stage 
Already Added 
Forecast Category 
Has Products 
x 
x 
x 
x 
x 
x 
x 
1 
2 
3 
4 
5 
6 
7 
8 
9 
10 
11 
12 
13 
14 
15 
16 
17 
18 
19 
20 
Previewing 
Account 
Dickensc 
United C 
Express L 
GenePoil 
Grand HC 
United C 
United C 
Grand HC 
Edge Cor 
Universit 
Pyramid 
Express L 
GenePoil 
GenePoil 
United C 
Edge Cor 
Edge Cor 
United C 
Grand HC 
United C
Source: trailhead.salesforce.com
#8 Salesforce Mobile now has a Home Page

The Home page used to be a privilege of the Desktop User Interface, and now it can be set up for the Salesforce Mobile menu as well. This is in Beta and only for iOS Users but totally worth checking it out.

Tip: Set up a Custom Attribute in the Manage Connected Apps settings for the relevant mobile app, e.g., the Salesforce for iOS.

PLATFORM TOOLS 
Apps 
App Manager 
AppExchange Marketplace 
Connected Apps 
Connected Apps OAuth 
Usage 
Manage Connected Apps 
user provisioning settings 
Enable User Provisioning 
Trusted IP Range for OAuth 
Web Server Flow 
No application-defined IP ranges 
Custom Attributes 
Action Attribute key 
Edit I Del 
New 
Attribute value 
"true"
Source: trailhead.salesforce.com
10:19 q 
Home 
My Calendar 
Today 
10:00 • 11:00 AM 
Client Meeting 
11:00 - 12:00 PM 
Roadmap sync 
All Events 
Calendars 
Is this card usefuP 
Tasks 
Upcoming 
O Call Jennifer West 
All Tasks 
New Task 
-4 
Yes 
Yes 
Accounts 
Edit 
No 
No 
Is this card usefuP 
Report 
Cynoa•gns 
Leads
Source: help.salesforce.com
#9 Standard Read Only Profile becomes a Custom Profile

Salesforce has been extending the permissions available in this Read Only Profile over time. Since it used to be a Standard Profile it was not editable. This is going to change. Salesforce will turn this into a Custom Profile. It’s never been a good idea to assign Standard Profiles to your Users anyways, unless you have signed up for a Salesforce Edition which does not support Custom Profiles. Now, this change will be automated, you don’t really have to do much. BUT, the Metadata API is changed from ‘ReadOnly’ to ‘Read Only’. Therefore, if you are referencing this in Apex code, calls, files etc. you will need to change the reference.

#10 Manual Sharing has arrived in Lightning

Yeah! This has been a handy feature in Classic already. I call this the “last resort” sharing option which you can use when a record isn’t already shared through the Role Hierarchy, Sharing Rules or other sharing settings. It allows Users to choose if and with whom they want to share a particular and possibly sensitive record.

If you wanted to use this in Lighting you had to install an app from the AppExchange and make numerous customizations to get the action button onto record pages.

Tip: The Sharing action button only appears if the Org-Wide Defaults for the Object are not already Public Read/Write.

Source: salesforce.com

Getting up-to-speed on all these exciting release features is only half as exciting if you cannot earn any points to add to your shiny Trailblazer Profile. Therefore, check out more Salesforce Spring’21 Release Highlights with this Trailhead Module:

https://trailhead.salesforce.com/en/content/learn/modules/spring-21-release-highlights

There’s so much more to explore, we can’t possibly put it all in one article. What are your favorite new features? Let us know in the comments.

WHAT ELSE…

Are you a Salesforce Beginner or want to freshen up on your Admin skills? Then check out our complete Salesforce Administrator Certification Course. It covers all the basics you need to know as a successful Salesforce professional with lots of hands-on exercises.

WeLearnSalesforce Administrator Certification Course
WeLearnSalesforce Administrator Certification Course

And if you are not sure what you know or don’t know, how about you test your knowledge with our realistic Practice Exams. You get lots of business scenarios and the results include detailed explanations and plenty of learning resources.

WeLearnSalesforce Practice Exams - Salesforce Administrator Certification
WeLearnSalesforce Practice Exams – Salesforce Administrator Certification

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.

Author: Peggy Schael | Salesforce Trainer | WeLearnSalesforce

“If you are not willing to learn, no one can help you. If you are determined to learn, no one can stop you.” Zig Ziglar

In this article, you will find:

  1. Benefits of an online on-demand video-based Salesforce Training
  2. Downsides of an online on-demand video-based Salesforce Training
WeLearnSalesforce Blog - Benefits of an online on-demand video-based Salesforce Training

Can an Online Salesforce Training which is video-based and on-demand be as effective as in-person training?

THE BENEFITS

Free resources are plenty, time is short, money is tight. Sounds familiar? Then maybe an online on-demand Salesforce Training would just be perfect for you … or would it?

Let’s look at the benefits one-by-one:

1. Save time and money

First up, online on-demand Salesforce Training is usually much more affordable than in-person training. How is this possible? Well, it’s simple, the teacher’s expenses are lower and the reach of students is much greater. This means the savings can be shared, leaving a much smaller amount with you, the individual Salesforce Learner.

Plus, you save on other costs like travel and accommodation. Neither do you have to get away from your job and potentially loose income or leave time.

And time is the next key factor. In-person training requires travel time and full-day’s attendance. Online training doesn’t require any travel time, and learning units can be attended to whenever they fit in during the day, after work or on weekends. This type of flexibility is unbeatable.

2. Practice in your own time and space

You have full control over your learning schedule. An online on-demand Salesforce video training can be accessed at any time that works best for you. Whether that’s before the kids get up, on your commute to work, during lunch, after dinner, after your sleep-in on Sunday, you choose.

A Salesforce video training can also be adjusted to your very personal pace. If the speed is too slow, you simply turn it up, and if it’s too fast, you can turn it down or pause to practice on your own. You can make it work to your personal preferences.

WeLearnSalesforce Blog - Online Video Salesforce Training - Practice in Your Own Time
3. Learn from anywhere on any device

Because online Salesforce Training is run through an internet browser, you can access your learning videos from any device that has an internet connection and a browser. Simply choose your preferred laptop, tablet or other mobile device and get started. And the best part is that you can take your device anywhere, as long as the battery lasts. Whether that’s your desk, couch, beach, pick your favorite.

WeLearnSalesforce Blog - Online Video Salesforce Training - Learn Anywhere on Any Device
4. Learn with Salesforce Experts

Choosing an online Salesforce Training also enables you to practice with Salesforce Instructors who would otherwise not be available because they may live on the other side of the planet. With online training, you have the chance to learn with experienced trainers like Peggy Schael, no matter where you live. 

WeLearnSalesforce Blog - Online Video Salesforce Training - Meet Your Salesforce Trainer Peggy

5. Access to learning contents for review

Online on-demand Salesforce Training usually offers lifetime access to video content. This gives you the ability to re-watch videos as often as you like, whether you didn’t understand something or you want to refresh your memory. And in case you have attended an in-person Salesforce Training, you can use the video contents to review certain learning topics.

Our WeLearnSalesforce Courses even contain a Study Workbook you can print and use for notetaking as well as a Study Guide to tick off the learning topics you feel confident about. So you don’t forget anything that is required for your Certification Exam.

WeLearnSalesforce Blog - Online Video Salesforce Training - PDF Workbook and Study Guide
6. Connect with Salesforce Learners from all over the world

Learning online doesn’t mean you can’t ask questions or share your own learning experiences, failures and successes. There are so many amazing Salesforce Community Groups with wider audiences or very specific audiences tailored to a certain topic.

Like our dedicated WeLearnSalesforce Facebook and LinkedIn Community Groups. Not only will you reach other Salesforce Learners with your specific questions, but your WeLearnSalesforce instructor is also there for you too.

THE DOWNSIDES

While all of the above sounds great, let’s look at the potential downsides:

1. No face-to-face interaction

In-person training gives you face-to-face interaction with the Salesforce Trainer as well as fellow Salesforce Learners. Some people prefer real-life environments that make it easier for them to connect to other people. It’s a different kind of engagement using an online forum versus a real-life conversation.

Weigh in on your preferences of in-person interactions against a global community that you can contact at any time from anywhere, e.g. our WeLearnSalesforce Facebook and LinkedIn Community Groups.

WeLearnSalesforce Blog - Online Video Salesforce Training - Face-to-Face Interaction
2. Commitment and Motivation

If you are someone who works best under pressure of deadlines, continuous check-ins and due dates to stay on track, an in-person training may be better suited. Most online trainings do provide a recommended timeline as well as a structured agenda to follow, but it may be difficult to find the commitment without being surrounded by motivated fellow students.

There are however many online study groups (e.g. our WeLearnSalesforce Facebook and LinkedIn Community Groups) you could join that may achieve something similar for you.

3. Guidance and Knowledge Checks

In an in-person classroom, the Salesforce Trainer would usually come around and check-in with you personally. You can show directly on screen what you are working on and where you might be stuck. Some people struggle with finding a solution to their problems by themselves.

In a classroom, the Salesforce Trainer can give you on-the-spot help and guidance to find the solution. While this is a great benefit of in-person training, you can use our WeLearnSalesforce Practice Exams to check in on your knowledge and to get explanations and additional learning resources.

WeLearnSalesforce Blog - Online Video Salesforce Training - Knowledge Checks with Practice Exams

Now, is an Online Salesforce Video Training worth it?

This question can hardly be answered with a straight “Yes” or “No”. The answer entirely depends on your personal needs. Everyone has a different learning style, time and budget allowance, so only you know the answer.

We have put together a comprehensive comparison table of Salesforce Training Resources, so you can make an informed decision about the learning methods you would like to use.

We are comparing the official Trailhead Platform and Trailhead Academy Courses with our independent WeLearnSalesforce Video Courses. Each of them has its own advantages:

WeLearnSalesforce Blog - Online Video Salesforce Training - Comparison Salesforce Training Resources

If you are still unsure whether an online on-demand Salesforce Training is right for you, try out our Free Salesforce Administrator Introduction Course and see for yourself. No strings attached.

WeLearnSalesforce - Salesforce Administrator Certification - FREE Introduction
Try out our Free Salesforce Administrator Introduction Course

We would love to hear your feedback. Please leave us a comment and let us know how you prefer to learn.

Happy Learning!

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!

Author: Peggy Schael | Salesforce Trainer | WeLearnSalesforce

Did you know you can find a job on the AppExchange? No? Me neither, up until a little while back. When I thought the AppExchange is merely a place to look for Salesforce Partner Apps that integrate with your Salesforce Org.

There is so much more! Salesforce is truly making sure their eco system extends to any of their platforms, whether it’s Trailhead, Salesforce Help, AppExchange and others. So, how about we take a closer look at what the AppExchange really has in store for you. Shall we?

Initially, the AppExchange was born as a marketplace for Salesforce Partner Apps. As Salesforce is evolving not only their amazing products but also their entire community, so is the AppExchange.

You will essentially find three main sections on the AppExchange:

1 – Solutions to extend Salesforce to your business’ needs

2 – Experts to work with, including a Job Marketplace

3 – Community to learn from and support each other

1 – SOLUTIONS TO EXTEND SALESFORCE

This is still the largest section on the AppExchange and typically the main reason you will end up taking a look at the AppExchange. It’s Salesforce’s own app store where you will find authorized extensions such as Apps, Flow Solutions, Components and more. These solutions are either owned by Salesforce or by a Salesforce Partner and may be free of charge or come at a fee.

You can browse for solutions by Type (e.g. App, Flows, Components), by Product (e.g. Sales Cloud, Marketing Cloud) or by Industry (e.g. Healthcare, Real Estate, Media). Browsing is a great way to get inspired and explore potential options.

WeLearnSalesforce Blog - AppExchange - Solutions to Extend Salesforce
Source: appexchange.salesforce.com

If you already know more about what exactly you are looking for, you can use the search feature. I personally use this most of the time, since you can search for a specific company or product name, or you use search terms such as departments or roles, you name them. And to make the most of your search, you can apply filters to narrow down your search results.

WeLearnSalesforce Blog - AppExchange - Search for a specific Solution to Extend Salesforce
Source: appexchange.salesforce.com

The list of search results doesn’t reveal too much about the solution, so you either hover over the hyperlink or better click on the hyperlink to open the full page.

Here is a great example of a Project Management App by Inspire Planner. It’s a very intuitive and 100% Salesforce-native solution that is used by companies ranging from small businesses to Fortune 500 in order to manage projects of any shape and size. 

You will find an overview with plenty of details about the product as well as customers reviews. And if you like what you are seeing, you can even watch a demo or take it for a test drive before making the decision.

WeLearnSalesforce Blog - AppExchange - Example for a specific Solution to Extend Salesforce
Source: appexchange.salesforce.com

When you are logging in with your existing Trailblazer or other Salesforce login, you will even get recommendations and it also remembers your recent search results.

WeLearnSalesforce Blog - AppExchange - Recent Search Results for Solutions to Extend Salesforce
Source: appexchange.salesforce.com

2 – EXPERTS TO WORK WITH AND JOB MARKETPLACE

This is one of the sections you may not have explored yet. Do you require the help of Salesforce Experts such as Consulting Partners or individual Developers? Then jump into the Consultants tab. You can search for suitable Consultants or Developers using the provided filter options to specify your search by expertise, language, country and other options.

WeLearnSalesforce Blog - AppExchange - Experts to work with and Job Marketplace
Source: appexchange.salesforce.com

And the most exiting category in here is the Job Marketplace. You can even post a job offering or search for a job yourself. How cool is that?

Source: appexchange.salesforce.com

3 – COMMUNITY TO LEARN AND COLLABORATE

And this one is where the true Salesforce Ohana comes together. All in one place. The Learn tab is your go-to place to access great articles, learning contents on Trailhead, connections to your peers through the Trailblazer Community Groups and so much more. Do me a favor and make sure to check out these resources. I’m sure there is something in there for you too. Let me know in the comments which one is your favorite.

WeLearnSalesforce Blog - AppExchange - Community to Learn and Collaborate
Source: appexchange.salesforce.com

Now go explore the AppExchange. Found something else that I haven’t mentioned in this article? Please share with me in the comments.