October 2, 2022

Formula Checking in Flow

The enhanced formula builder with the syntax checking feature (in the Winter ’23 release) now enables you to check formulas you have created right in the formula builder instead of having to save the flow to find syntax errors. It’s a great new feature saving […]

June 25, 2022

5 steps to a Successful Salesforce Career

If getting your first Salesforce job or improving your career prospects is important to you then read along as I share my 5 steps to a successful Salesforce career. Step 1 – Learn Objective: Get Skilled The first step is to learn the Salesforce product […]

May 26, 2022

5 Ways to Optimize Salesforce for Marketing

Specially written for CertifyCRM.comBy: Rosanna Joy Image Source: Unsplash Salesforce is a cloud customer relationship management (CRM) software platform. With services that cater to various industries like customer service, finance, HR, and supply chain management, Salesforce is a platform that is being used on a […]

May 1, 2022

Lead Assignment with Flow

In my Salesforce Admin Interview questions posted yesterday, I mentioned in one of these answers about a recent automation I had built. This was a fictitious answer, designed to show how to frame your answer to the question. But someone took it literally and asked […]

April 30, 2022

Answers to the Real Salesforce Admin interview questions

If you read my previous post then you have had time to consider the questions and prepare your answers. See if you came up with the same responses as I did to these sample interview questions. Note: Not all the questions are of a technical […]

April 27, 2022

Real Salesforce Admin Interview Questions

Instead of simple, closed questions requiring a brief answer, these questions are designed to gain a deeper understanding of the applicant’s knowledge, skills and experience for a Salesforce Administrator role. In the next article (published in 48 hours) I will provide some sample answers. Read […]

February 26, 2022

Deploying flows to production with Change Sets

When developing and testing your new flows, the best practice is to do this in a sandbox (eg a developer sandbox) where it is safe to make mistakes and break things. It’s not until they are all working and tested that you should consider moving […]

October 31, 2021

Make the Transition to Salesforce Flow

Salesforce is retiring Workflow rules and Process Builder in the near future. The time to start planning moving your Salesforce automations to Flow is right now. In this series of articles, I will explain why this change is occurring, what you need to do and I will even provide you with a plan to migrate all your workflows and Process Builder to Flow.