{"id":1999,"date":"2015-10-15T20:31:36","date_gmt":"2015-10-16T00:31:36","guid":{"rendered":"https:\/\/cloudsntricks.wordpress.com\/?p=110"},"modified":"2015-10-15T20:31:36","modified_gmt":"2015-10-16T00:31:36","slug":"the-abcs-of-salesforce","status":"publish","type":"post","link":"https:\/\/cloudraysolutions.com\/the-abcs-of-salesforce\/","title":{"rendered":"The ABC’s of Salesforce"},"content":{"rendered":"

Better late than never, right? At least in most (read as: some) cases!\u00a0<\/em>
My apologies for my disappearing act. With a month full of High Holidays, it was quite hard to keep up with things. Moving forward I will try to post regularly again. The feedback I have been getting is tremendous and I want to thank you<\/strong>, my incredible readers, for your participation and contributions.<\/em><\/p>\n

—————————-<\/p>\n

As mentioned in my previous blog post<\/a>, I was honored to speak in the Admin Zone Theater at Dreamforce.\u00a0My presentation focused on what I considered to be the ABC’s of Salesforce. The topics I covered were based on my experience and journey with Salesforce: when I first started with Salesforce, there were so many things that I didn\u2019t know and so many more things I wish I had known. Today,\u00a0I can look back and pinpoint what I have now coined as “The ABC’s of Salesforce”.\u00a0 As I did in my presentation, I will start with “B” since it is the Beginning of it all.<\/p>\n

\"2015-10-15_2027\"<\/a><\/p>\n

B<\/strong><\/span>asics:\u00a0Know the Basics
\nFamiliarize yourself with the basics of Salesforce, and specifically what features and objects your Salesforce instance includes. \u00a0Know what platform\u00a0capabilities are and how they can be used. Ask yourself questions that are important and pertinent to your instance and your use of Salesforce. \u00a0Take a look at security, automation and reporting because they’re also essentials for your organization.<\/p>\n

True Story:<\/strong> Recently, I had an organization approach me about an issue they were having with tasks. Every time a user was\u00a0assigned a task, they received\u00a02 email notification. One was the\u00a0standard task\u00a0notification\u00a0email and the\u00a0other….was an email sent through an Apex trigger .<\/em><\/p>\n

You want to avoid these pitfalls by knowing what Salesforce can do for you and what you can do with it.<\/p>\n

This applies if you are part of a nonprofit as well. Using the NPSP as an example, learn what the packages contain and what functionality they offer.\u00a0This will help you create your processes, trouble shoot any issues you may have and guide you in making the best decisions for your organization.<\/p>\n

Pro Tip:<\/strong> The best resource I can possibly suggest\u00a0is Trailhead. If you have not used it already, you should\u00a0literally\u00a0run to try it out and see for yourself how incredible it is.\u00a0Along with that, there are some great workbooks\u00a0that offer step-by-step\u00a0tutorials that will give you a great overview of Salesforce. As well, Udacity has a fun and interactive Salesforce course that you can follow.\u00a0<\/em><\/p>\n

A<\/span>ppexchange: Your One-stop Salesforce Marketplace
\nThe Appexchange is a marketplace of Apps\u00a0that can extend the functionality and features of your Salesforce instance. Think of it along the lines of having a smartphone – that’s your Salesforce org. Your phone is certainly useful\u00a0but you can also download additional apps from the Apple Store\/Google Play\u00a0that\u00a0extend your phone’s capabilities. This is what the Appexchange does; from quote of the day, to mail merge to highlighted fields in your page layout – there are over 2000 Apps that will give you additional functionality and tools to meet your business needs.<\/p>\n

\"2015-10-15_2020\"<\/a><\/p>\n

True Story:<\/strong> I recall a time I had hours of meeting with a\u00a0Consultant\u00a0and developer trying to solution on a complex need\u00a0we had. This was just when I heard of the Appexchange so\u00a0I did a quick search and found an app that\u00a0did exactly what we needed for a nominal cost. We could have saved lots of time\u00a0by searching there initially.\u00a0<\/em><\/p>\n

Keep in mind that you are one of many other companies using Salesforce.\u00a0Chances are,\u00a0that if you need a certain\u00a0tool, others may also and there might therefore just be in App for it!<\/p>\n

C<\/span>ommunity:\u00a0Where the Magic Happens
\nThe Salesforce Community\u00a0is your best option to finding answers and help to any problems you might have. More than just a forum, it is a community of people that care and are dedicated to your success. You can also visit the IdeaExchange to post ideas you would like Salesforce to implement or vote on existing requests.\u00a0\u00a0 So many great features have been added just because we\u00a0asked.<\/p>\n

If you are a nonprofit, visit the Power of us Hub<\/a>. Is is the best place to find information, collaborate, post questions and connect<\/p>\n

Pro Tip<\/strong>:\u00a0You might come across a solution which seems\u00a0great but doesn’t address your particular need. Think out of the box and consider\u00a0how you can translate that into business needs for your company.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

Better late than never, right? At least in most (read as: some) cases!\u00a0My apologies for my disappearing act. With a month full of High Holidays, it was quite hard to keep up with things. Moving forward I will try to post regularly again. The feedback I have been getting is tremendous and I want to […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[1],"tags":[13,22,6],"yoast_head":"\nThe ABC's of Salesforce - cloudraysolutions.com<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cloudraysolutions.com\/the-abcs-of-salesforce\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The ABC's of Salesforce - cloudraysolutions.com\" \/>\n<meta property=\"og:description\" content=\"Better late than never, right? At least in most (read as: some) cases!\u00a0My apologies for my disappearing act. 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