Who or What is Salesforce Einstein?

In his blog, Nitin Gupta from the New Delhi Salesforce Developer User Group explains what Salesforce Einstein is all about.

Einstein ensures that AI systems do what people actually wants it to do; With Einstein, Salesforce became smartest CRM in the world.

He explains how Einstein is built into all the Salesforce cloud based products.

Read more here on his blog.

Learn Lightning: Setup

Gillian Bruce from Salesforce takes us on a quick tour of the standard tasks that Administrators do every day but she does this using Lightning Experience.  Navigating setup, using the Carousel in Setup Home, Searching, the Lightning Object Manager and Managing Users, Data and Email settings.  A must see for all Admins learning Lightning.

Check out Gillian’s article here.

Are you ready for TLS 1.0 being disabled?

On March 4, 2017 Salesforce are deactivating the TLS 1.0 encryption protocol.  TLS = Transport Layer Security, used to provide secure connections between client applications and servers.  TLS 1.0 has a number of known vulnerabilities and is gradually being phased and replaced with TLS 1.1 and/or TLS 1.2.  Every connection to Salesforce whether it be from a web browser, email client or a 3rd party application must use TLS 1.1 or 1.2 after 4 March 2017 or will be refused connection.

If you are the administrator of a Salesforce org, you need to start preparing now or your user connections may be impacted.

  1. Read up on what you need to know and do now here in this Salesforce Knowledge article.
  2. Write a report to alert you to any incoming TLS 1.0 connections that are connecting to your org so you can identify any non-compliant clients you may have missed.  Go here for : How to write the report 

Contacts with multiple Accounts

Have you experienced the problem where you have a contact that has multiple roles with different accounts?  They may be a CEO of one company and on the board of several others.  Instead of creating duplicate contacts for the different roles, you can now configure multiple relationships.  This short video from Salesforce Docs explains all. Supported in both Lightning Experience and the Classic User Interface.

Go here to view the video on YouTube.

FREE Salesforce Administrator training course

Everything you need to get certified in Salesforce Administration.  The price is right too, it’s FREE!  Over 250 students have passed the official Certified Salesforce Administrator exam by studying here.  Our course material and Study Guide helps you get organised with a week by week plan and tips on how to review your progress.  We even have a formula to determine when you are ready for your exam so you WILL pass the first time.

Go here: www.salesforce.study

Customised Report Types = Easier Reports

Report Types are the selections that are presented when you create a new report in Salesforce.  They represent a view of the objects that you require to produce a report.  For example you may have a report type “Students with Enrolments in Courses” which may include the student object, the courses object and the enrolment object.  Some Report Types are standard and some are custom – the custom ones you may have created when adding a new object.

Standard Report types cannot be changed but the custom ones can.  By editing these custom Report Types you can:

  • Define which fields will be displayed by default when creating a new report (saves time having to drag over all the common fields you want).
  • Hide any fields you don’t want users to see (obsolete fields for example).
  • Add fields to other related objects via lookup.
  • Change the folder structure for the field select menu (on left when selecting fields).
  • Hide Report Types. (eg unused Report Types).

Read more about Report Types in this informative article by Brent Downey at AdminHero