This weekend I passed the CPQ Specialist Exam after a lot of hard work and a bit too much googling. I want to share my experience with the exam and my tips for passing hopefully on the first try!
Admin Life
Advance Filtering for Workflow Rules
Have you ever had a time where you needed to know what workflows were going to run in your Salesforce instance? Unfortunately, out of the box, Salesforce only allows you to filter so far, giving only the options really to see which rules run on a certain object and if they are active.
Review of CPQ 211 Course
According to Salesforce, the CPQ 211 course is for: "1) Administrators who will have experience implementing Salesforce CPQ solutions in a customer-facing role, 2) Solution Architects, Implementation Consultants, Developers seeking to understand full capabilities in order to formulate technical solutions within Salesforce CPQ. This course will help one prepare for the Salesforce CPQ Specialist Certification. … Continue reading Review of CPQ 211 Course
Release Management for Salesforce Admin
This week I wrote a guest post for focusonforce.com. Here is a quick excerpt from it: "Release Management is an all-encompassing topic including agile style sprint planning, tracking of future projects and backlogged items, QA/test plans, and release notes. For Salesforce, I see these broad, typically engineering concepts, having specific and useful definitions and purpose." … Continue reading Release Management for Salesforce Admin
A quick guide to setting up Lightning for Outlook
Recently I posted a comparison blog about the differences between Salesforce for Outlook and Lightning for Outlook, Salesforce's two products that are designed to make your sales guys work more efficiently right out of their email client. Similarly to Salesforce, my winner in the race was Lightning for Outlook. After switching users from Salesforce for Outlook … Continue reading A quick guide to setting up Lightning for Outlook
Salesforce for Outlook or Lightning for Outlook, that is the question.
I know that this post may be a little late to the game since Lightning for Outlook came out back last summer (Summer '16) but I think it an important topic that could relieve many of the stresses I find people have with Salesforce for Outlook. First, let me address the question I know you … Continue reading Salesforce for Outlook or Lightning for Outlook, that is the question.
Change Management and what I learned not to do
Throughout my admin career, I have had the pleasure of working with many stakeholders. These stakeholders were either decision makers for their specific teams or decision makers for large portions of the company. Part of what I have learned from working with all of these different folks is that not all stakeholders are equal and that … Continue reading Change Management and what I learned not to do
Development made easy – MavensMate
I recently started doing an online course called Apex Academy by David Liu. During the course, it is recommended to use MavensMate as the best IDE out there for Salesforce development. While I have still quite a ways to go developer wise, I can tell you for sure that MavensMate is the way to go. … Continue reading Development made easy – MavensMate
A first look at the Summer ’17 release
I recently got a preview org for the Summer '17 release and wanted to share some brief findings that I found interesting. Summer '17 is the release I am deeming the drive towards lightning. While my company is nowhere near moving to Lightning, Salesforce as a company is definitely trying to tell us, Classic folks, soon … Continue reading A first look at the Summer ’17 release
Mass Download Attachments (Tool)
As many of you are aware, shortly (winter '18) Salesforce will require all of its users to use Files as they are phasing out Attachments and Notes. While Salesforce is doing a nice job of releasing a tool in Summer '17 to handle conversion of Attachments to Files, they still have not handled how to … Continue reading Mass Download Attachments (Tool)
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