Category: General

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…

Introducing Goldfish Ads | Advanced Insights app for Datorama Marketplace

Today, we’re excited to announce that Goldfish Ads has developed the Goldfish Ads | Advanced Insights app, generally available now on the Datorama Marketplace. Without using PII, Goldfish Ads’ platform unlocks new activation strategies for first-party, third-party, and their proprietary…

Advice for Beginner Salesforce Developer

Salesforce Mentor Just starting out on your development journey? It can be a bit intimidating.  Where do you start? Someone said I should grind Trailhead. Another video said I should get 5 certifications. A guy on Reddit said Salesforce development…

See You Again Soon – from Salesforce’s Site

Evergage As we shared recently, Evergage is now the new and improved Salesforce Interaction Studio. It’s an exciting, new chapter for our team, our customers and the industry – where we can bring “The Power of 1” to many more…

Where Do You Stand with Cross-Channel Maturity?

Evergage Have you ever had experiences and interactions across a brand’s channels that just don’t connect? Maybe you bought something on a favorite retailer’s website… yet you’re still followed by ads for it across the Internet. Or maybe, after filling…

To hide or not to hide… Salesforce Credential Id

Salesforce Mentor Should you cover your Salesforce credential Id? Short Answer: No… I recently got my application architect certification and was about to share my accomplishment with the Salesforce community and I paused. Should I block out my credential id?…

Salesforce Certified Platform Developer 1 Study Guide

Salesforce Mentor EXAM GUIDE Trailhead Exam Guide Apex Commandments Understand all 15 commandments before taking the exam Other Guides Focus On Force Mock Exams Quizlet Quizlet Focus on Force Exam Outline The Salesforce Platform Developer I exam measures a candidate’s…

Noteworthy Personalization Stats: Salesforce’s 6th State of Marketing Report

Evergage Customer data can provide the foundation for relevant, empathetic and individualized engagement. That fact is underscored in Salesforce’s State of Marketing report – released in its 6th edition in May – where 78% of marketers describe their customer engagement…