The Salesforce Summer ’18 release is quickly approaching, so it’s time to do a recap of my favorite features coming up in the new release. Here are my top 8 picks for the Summer ’18 release including GDPR enhancements to track privacy preferences, enhanced dashboard views, joined reports within Lightning and much more.
Ace your Salesforce Certified Platform App Builder exam by using this practice exam to test your knowledge. This practice exam contains 45 multiple choice questions and covers most of the topics on the Salesforce Certified Platform App Builder exam, including data modeling, security, process automation and business logic.
Salesforce Surveys is now available with the Spring ’18 release! This new feature allows you to create easy-to-use forms for collecting feedback and data by using a simple editor. All the survey data you collect is stored within your org. You can then use Salesforce to view survey data, create reports and dashboards, and share insights with your company. I’m going to walk through how to enable, customize and activate your first Salesforce Survey.
There are many reasons why you would want to keep Salesforce leads or contacts out of Marketo. Maybe you are reaching your Marketo database limit and you want to remove anyone who you can no longer email (hard bounces). Or perhaps you have a bunch of leads or contacts in Salesforce without an email address, that are taking up space in your Marketo database. The bad news is that if you delete these people from your Marketo database, once the Salesforce sync runs, they will be added to your Marketo database again. The good news is there’s an easy way to keep Salesforce records from syncing to Marketo, using a custom sync rule.
Welcome to my blog, where I share, tips, tricks, thoughts and solutions that I learn in my daily life as a sales and marketing professional.
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