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 […]
Session 9 – Data Security with our Special Guest: Steve Ross Resources I talked about in this video: Manual Sharing in Lightning (app) Territory Management Session 10 – Data Security Project with special guest: Steve Ross In session 10, we work through a scenario together. We didn’t complete it in full, but the homework this week is to finish it […]
Session 7 – List Views, Compact Layouts, Page Layouts, List Buttons Session 8 – Custom Links, Buttons & Actions (and briefly, formula fields) Week 4 Homework Please do the homework between sessions. Share This:
Still with us? Thanks for continuing. Session 5 – Leads, Opportunities & Sales Productivity Follow along: Session 6 – Lightning App Manager, Data Modelling Concepts, Custom Objects We’ll finish this badge in week 4 :0) Week 3 Homework Please do the homework between sessions. This week is all about entering data based on what you’ve learned so far about creating […]
Session 3 – Salesforce User Tour In this session we complete the Salesforce User Tour Trailhead badge together Session 4 – Accounts & Contacts, Chatter for Lightning Experience Click the buttons below to find the Trailhead modules we did and follow along with the session Before I hit the “Record” button, we had a discussion about Trailblazer Community Groups and […]
The course has now ended, but you can still follow along! Please click Homework and Recordings to find classes, materials and homework. IMPORTANT: You do not need to know anything about technology or business to take part in this course. Share This:
Thanks for your interest in my free Learn Salesforce course – here’s the index page for Homework and Recordings! You do not need to have a business or technology background to follow this course; it’s targeted at absolute beginners. What’s Salesforce all about? Week 1 – Introduction to Salesforce and Trailhead An introduction to Salesforce, some platform basics and homework […]
Session 1 – Introduction to Salesforce Platform Basics Trailhead Badge Session 2 – Platform Basics Week 1 Homework Please do the homework between sessions. This week is all about orientation for Salesforce and Trailhead Getting Started with Trailhead Please note that Top Trailblazers is no longer available (boooo!) – but for very good reason! Share This:
Unpredictably, it would seem, 2020 has been the worst time to be a start-up with no cash, even in the Salesforce ecosystem. There’s no way we could have known that COVID-19 would affect us at this scale, but the impact on daily life has been significant. This post is about that tense feeling in the pit of your stomach. Share […]
I haven’t worked much with NPSP (Non-Profit Success Pack) during my career with Salesforce. Much of my work has tended to be B2B or B2B2C. But using NPSP for Ladies Be Architects, having set it all up, helped me to understand the basics, like the Household Account model, the fantastic Relationships and Affiliations features and the Volunteering functionality it provides. […]
