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What to Do When You Failed Your Salesforce Certification Exam
So, you failed your Salesforce Certification Exam. It’s not a good feeling, especially after all of the work you’ve put in with hopes of a better outcome. But failing Salesforce Certification Exams, not just once but several times, is quite normal! These exams are...
When to Use Record Types in Salesforce
Traditionally, record types drove all of our UI-related decisions in Salesforce. In Salesforce Classic, record types drove page layouts, which data was visible on the page, and many other decisions, including picklist values, processes, and more. But now, in the...
Upcoming Features in the Salesforce Spring ’23 Release
The new Salesforce Spring ’23 Release is coming soon - but that exactly is coming with the new release? As always, the Salesforce Release Notes are always the best place to start, but if you want a general idea of what’s coming soon, here’s a brief summary of some...
Salesforce 101
Quick Tutorials to Help You Get Started with Salesforce
How to Set Up Quick Text in Salesforce
In today’s video, we’ll show you how to set up Quick Text in Salesforce. Quick Text is a great way to automate messaging by setting pre-defined messages for different communication scenarios. To start using quick text in Salesforce, follow these steps: 1. Navigate to...
How to Create a LWC Custom Lookup Component
How to Create Custom Metadata Types in Salesforce
In today’s video, we’ll show you how to create custom metadata types in Salesforce. Metadata is data that describes other data, such as when a file was created. We can use this functionality to our advantage to extend our customizations; we can do things like create...
SALESFORCE 201
Expand Your Knowledge on The Salesforce Platform, with More In-depth Topics
How to launch a post-sales process using the Salesforce and Asana integration
How to launch a post-sales process using the Salesforce and Asana integration “Today’s operations and sales teams are spending more time on ‘work about work’ than on the work that actually drives their business forward,” said Alex Hood, Head of Product at Asana....
Pardot is not just for B2B: Using Pardot for B2C Marketing
When it comes to marketing automation programs such as Pardot and Marketing Cloud we often associate Pardot with B2B and Marketing Cloud for B2C. In reality, when we are serving each audience we are still talking about people and creating personal experiences for...
Pardot Einstein Behavior Scoring – Getting Started
Getting Started with Pardot Einstein Behavior Scoring Pardot Einstein brings together AI and Machine learning functionality to Pardot users. It allows users to become more efficient and focus on the right kind of prospects while making data-driven decisions to alter...