Month: March 2021

Let’s Get Technical: Presenter Top Tips from the First ParDreamin’

Pardot ParDreamin’ 2020 was nothing short of dreamy, but after every conference comes the time to open up the ol’ toolbox and apply all the rich insights we learned. Five presenters from some of the conference’s most popular sessions share…

Getting started with Surveys

MiraForce In today’s market, customer satisfaction is first priority for every business. Do you know, how you can provide better customer service and collect the feedback, experiences, preferences, wants and needs of your customers. Survey in Salesforce is great tool…

Post 2 – Building Lightning-based Sites with Experience Builder

Sara Has No Limits This will be the second of a series of posts I am doing on a new Pluralsight course titled, “Developing and Extending a Salesforce Community Experience with Code”. Community Cloud (now known as Experience Cloud) allows…

Sir, Good Day!

Good Day, Sir! Show, a Salesforce Podcast

Are your sales and finance teams connected in the right way?

FinancialForce When conflicts arise between finance and sales, it is rarely about the people involved and almost always about the processes, systems, and data. Think about it. Sales and finance are essentially focused on the same goals which are to…

Login Flow Deployment

Meighan Rocks SF Update for Login Flow Deployments with Spring 21 and their new availability in the metadata API making them deployable! The post Login Flow Deployment appeared first on Salesforce Experience: OWD – Public Read/Write/Transfer.

Innovations for a Fully Remote Sales Process

Advance Technology Group (ATG) Innovations for a Fully Remote Sales Process Hannah Sackett Viewpoint MAR 23, 2021 Hannah Sackett Viewpoint MAR 23, 2021 Sellers know it is informal communication that can be the difference between winning or losing a deal….

London’s Calling 2021 – Supermums Highlights

Super Mums London’s Calling is the largest community-lead (or ‘Dreamin’) event in EMEA. This year the organisers proved that virtual events with plenty of great content, opportunities to network and fun challenges are indeed possible. London’s Calling is now on…

How Do Objects Relate to Each Other in Salesforce?

This is a short clip from a previous live QA session. I noticed several related questions around how objects relate to one another in Salesforce. There was some confusion around the Lead Conversion process stated in those questions, so I…

Naming Roles and Profiles, Best Practices

In this video I show you the Best practices for naming roles and profiles inside of Salesforce! For naming roles and profiles, such as should you use ‘rep’ or ‘representative’? I don’t know that there’s necessarily a best practice. I…