Salesforce Administration

5 Top Tips for New Salesforce Admins

Author of this blog Abigail Green - Linkedin Profile As a new Salesforce admin, whether it be new to the technology career space in general or new to Salesforce or both - stepping into the world of cloud-based CRM management can feel both exhilarating and overwhelming. With the vast array of features and functionalities at… Continue reading 5 Top Tips for New Salesforce Admins

General, Salesforce Administration

Does United Kingdom have enough Salesforce jobs?

UK Jobs The UK is home to a thriving Salesforce ecosystem, with a wide range of Salesforce jobs available. In fact, the UK is one of the top countries in the world for Salesforce jobs, with over 10,000 Salesforce professionals currently employed in the country. The demand for Salesforce professionals in the UK is only… Continue reading Does United Kingdom have enough Salesforce jobs?

CRM, General, Salesforce Administration, Salesforce Developer

How to De-Activate or De-Provision Salesforce Users using Flow

Introduction to Salesforce Flow Creating a flowโ€”such as automatically changing the value of a field to a value you specify based on certain criteria, as we do hereโ€”is another way to prevent data from getting messy. Depending on the type of field, you can apply a specific value, make the value blank, or calculate a… Continue reading How to De-Activate or De-Provision Salesforce Users using Flow

Salesforce Administration

Snapshot Analytics or Reporting Analytics

In this blog, we are going to see an interesting out-of-the-box Salesforce feature known as Reporting Snapshot or sometimes referred to as Snapshot Analytics. Snapshot Analytics offers some advantages as well as disadvantages. Looking forward to the merits, Reporting Snapshots provide trends in the data over time by capturing data at different time durations and… Continue reading Snapshot Analytics or Reporting Analytics

Salesforce Administration, Salesforce Consultation

Account Data Strategies and Person Account Management

Welcome to Kam's Tech Talk - Account vs Person Account โ€“ Challenge โ€“ Salesforce โ€“ Business Critical - Admin - Learners Subscribe To My Channel Kam's Tech Talk - Accounts - Clients - Sole Trader - Person Account Topic: Account vs Person Account What are the ChallengesWhy is this very critical to Business What are… Continue reading Account Data Strategies and Person Account Management

Salesforce Administration

Who is a Salesforce Administrator

Salesforce is a Customer Relationship Management platform which keeps the businesses running by helping to connect with their customers. The role of Salesforce Administrator is crucial for successful utilization of Salesforce platform and hence the success of business. So what is a Salesforce Admin? Salesforce Administrator work with key stakeholders in the organisation to identify… Continue reading Who is a Salesforce Administrator

CRM, Salesforce Administration, Salesforce Integration

Salesforce Integration with Outlook on Windows and Mac

Welcome to Kamโ€™s Tech Talk, Salesforce Integration with Outlook We will be learning technical steps on how to enable Outlook Sync feature on Salesforce How to configure the Salesforce app with Outlook on Windows OS This is final step on how to use a single or multiple trails to perform a step-by-step hands-on configuration… Continue reading Salesforce Integration with Outlook on Windows and Mac

Salesforce Administration, Salesforce Consultation

Some highlights from Salesforce Spring’20

It will be a good review for Salesforce Consultants, Sales Operations and Administrators Create a URL or custom button to navigate to a record page with default field values.Assign tasks to a queue to share work efficiently.Improve your Lightning pages with guidance for App Builder.Secure your sandbox data with Salesforce Data Mask.Combine duplicate cases with… Continue reading Some highlights from Salesforce Spring’20

Salesforce Administration, Salesforce Consultation

Overview of Two-factor authentication – Organisation Security

Environment - Salesforce Two-factor authentication is the most effective way to protect your orgโ€™s user accounts. Admins enable two-factor authentication through permissions or profile settings. Users register for two-factor authentication through their own personal settings, using secondary authenticators such as mobile authenticator apps or U2F security keys. Why Two-factor authentication is beneficial for an orgnisations:… Continue reading Overview of Two-factor authentication – Organisation Security

Cloud Solution, General, Salesforce Administration, Salesforce Developer

Cloud Solution Providers

** Software-as-a-Service (SaaS) - CRM SaaS is where software is hosted in the cloud, but appears on your device with full functionality. Salesforce.com Salesforce has turned into the go-to provider for SaaS CRM solutions, with Gartner stating the firm is dominating the market. With the arrival of Force.com, it's pushed into the world of Platform-as-a-Service… Continue reading Cloud Solution Providers