Learn Salesforce with Gemma – Week 13

Click the buttons below to find the Trailhead modules we did and follow along with the sessions Session 25 – Introducing Service Cloud Now that you know all about Sales Cloud and the fundamentals of the Salesforce platform, let’s take a look at the Service Cloud fundamentals. This is an introduction, and there are loooooaaaads more bits to Service Cloud […]

Learn Salesforce with Gemma – Week 11

Click the buttons below to find the Trailhead modules we did and follow along with the sessions Session 21 – Building Reports Session 22 – Custom Summary Formulas & Dashboards Week 11 Homework – Reports & Dashboard Specialist Superbadge! You heard me right – this week’s homework is to tackle your very first superbadge. Superbadges are credentials that prove the […]

Learn Salesforce with Gemma – Week 10

Click the buttons below to find the Trailhead modules we did and follow along with the sessions Session 19 – Importing and Exporting Data with the Data Import Wizard Session 20 – Exporting and Updating Data with the Data Loader Week 10 Homework – Data Import / Export Two pieces of homework for you this week! First Homework Item Remember […]

Learn Salesforce with Gemma – Week 9

Click the buttons below to find the Trailhead modules we did and follow along with the sessions Session 17 – Introduction to Flow Flow is a more advanced tool that allows more complex automation logic to be built inside Salesforce without writing any code. Session 18 – Flow Builder Week 9 Homework – Flow and Flow Builder Let’s finish off […]

Learn Salesforce with Gemma – Week 8

We are starting to get to the tougher stuff! Let’s get technical and talk about some of the process automation features available to us inside Salesforce: Process Builder and Approval Processes. Session 15 – Automation and Process Builder Making magic happen inside Salesforce is one of the most satisfying parts of working with it. I’ve loved making virtual Invoices appear […]

Learn Salesforce with Gemma – Week 7

Click the buttons below to find the Trailhead modules we did and follow along with the sessions Session 13 – Validation Rules & Recruiting App Project Session 14 – Recruiting App Trailhead Badges Discussion & Demo Our classmate Jeremy takes us through his progress on the Recruiting App badges – please complete this week’s homework to get the full benefit […]

Learn Salesforce with Gemma – Week 6

Click the buttons below to find the Trailhead modules we did and follow along with the sessions Session 11 – Sharing (continued) and Formulas  with our Special Guest: Steve Ross Sharing Diagram (image and PDF) Session 12 – Formula and Rollup Summary Fields, Products & Price Books After-Call Notes:  ACM: We got to the bottom of the issue with people’s […]