One of the most challenging issues with Salesforce's CPQ structure is that the majority of the setup is actually data instead of metadata. This results in not being able to use change sets to move the information across instances. Also, it can produce testing problems as it is hard to replicate all of the data … Continue reading CPQ Data Migration
Trailhead Tracker
This post is a long time coming and I don't mean because I am 2 months behind the release (plus some additional time due to Trailhead Tracker being buggy). Back when I started as an admin I was tasked with figuring out how to provide a Salesforce 101 training to my end users. I was … Continue reading Trailhead Tracker
Passing Salesforce CPQ + Study Guide
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!
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: TaskRay
Have you ever thought about or had the desire to handle your project management case load inside Salesforce instead of through another application? Well, today is the day to learn about TaskRay, a "modern project management" system that is natively built within Salesforce as a Lightning App. TaskRay was presented to me as a valid … Continue reading Review: TaskRay
How to: Create an Alert in CPQ
If you use CPQ in your organization, your users may not always remember to add related products when they configure a quote, and you may not necessarily the items bundled. What do you do to ensure they don't forget? You use the built-in alert function of CPQ. Business Case You have two products, Laptop and … Continue reading How to: Create an Alert in CPQ
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
How to setup Email-to-Case using Gmail
Whether you are just starting out in Salesforce or you have been doing this for while, you are bound to have heard the phrase "Email-to-Case", but what does that really mean? In the Salesforce ecosystem that means that an email gets sent to a Salesforce generated email address that is setup using a forwarding system, and … Continue reading How to setup Email-to-Case using Gmail
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
Review: Apex Academy Part 1
I recently started my journey into learning more about how to do code development within Salesforce. I felt a need or dare I say an itch I needed to scratch, to better understand what is going on beneath the hood in all of my Apex classes and triggers. As a good place to start, I … Continue reading Review: Apex Academy Part 1
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