The Salesforce CPQ lightning component known as Quote Line Editor (QLE) is a powerhouse. Working hand in hand with CPQ to precisely quote products and compile them into Quote Lines. Driving the initial configuration of Opportunity Products and Order Products too....
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Salesforce Implementation Success: Three Optimization Tactics
How to Ensure a Successful Salesforce Implementation The reason why companies use Salesforce is to effectively streamline their processes and to profitability grow their customers. However, with Salesforce capabilities so vast it can be all too easy for businesses to...
The Salesforce Identity and Access Management Designer Certification Exam
How to Pass the Identity and Access Management Designer Exam At the beginning of April, when we were in the throes of Covid-19, I set the goal to become both a System and an Application Architect by October. I had been configuring and developing on the Salesforce...
Why discovery and architecting phases are so important in a Salesforce implementation
Have you ever purchased something online and what you received was not what you expected? Photo credit: Bored panda The same thing can happen with software implementations. The most effective way of mitigating this risk is by completing the discovery and architecting...
Salesforce Developer 1 Certification – How to Pass the Exam
The Salesforce Platform Developer I is a baseline certification for any Salesforce Developer. The major objective of this certification is to make sure that developers have hands-on expertise on platforms like APEX and VisualForce. Certified Salesforce Developer l...
Salesforce Certified App Builder Exam – How I Studied and Passed
Salesforce Certified App Builder Exam - Who is the certification for? The Salesforce Platform App Builder certification is ideal for Salesforce professionals who want to enhance their knowledge for designing, building, and deploying custom applications using the...
Integrating Salesforce CPQ, Sales Cloud, Shopify & Authorize.net
How to Integrate Salesforce CPQ, Sales Cloud, Shopify, and Authorize.net Oftentimes, organizations will require a variety of applications to meet the needs of their unique and yet ever-changing business processes. While operating in several different applications,...
Support Nonprofits with the Salesforce Nonprofit Success Pack
Drive Nonprofit Success with the Salesforce Nonprofit Success Pack I’ve been in the nonprofit world for the past 5 years working with various constituent database platforms. I have seen it all in regard to “workarounds” within the nonprofit platforms currently...
The Salesforce Admin Certification Exam: What I Wish I Knew
How to Pass the Salesforce Admin Certification Exam Getting your Salesforce Admin Certification is the first step in your Salesforce career. It will open the door to other Salesforce Certifications available and provides you with a basic and broad understanding of the...
The Salesforce Ecosystem: Making the Transition With Tips From the Experts
Transitioning Into the Salesforce Ecosystem In part I, of this series we outlined the Salesforce economy, potential economic growth, and provided a breakdown of the roles within the Salesforce ecosystem. Whether you are changing careers, returning to the workforce, or...