The Financial Services Cloud (FSC) is built on the Salesforce platform, so we won’t go into detail in what’s the difference between the Professional Edition and Enterprise Edition as we’ve covered that in our infographic, eBook, and in a separate blog post. Financial Services Cloud (FSC) is available in three versions: Professional Edition, Enterprise Edition, and Unlimited Edition….
We’ve covered the differences between Professional Edition and Enterprise Edition through our infographic, eBook, and in a separate blog post. What can be just as confusing is determining which users should be on a Sales Cloud license and which users need a Service Cloud license. What’s the difference? What makes things confusing is that the Service Cloud overlaps…
In addition to ShellBlack.com being a Platinum Sponsor this year, our team is also leading five of the breakout sessions. Whether you are a Salesforce admin, a developer, or a Pardot user, you are sure to find a session right for you. For more info, or to register, visit TexasDreamin.org. Shell Black – President, Salesforce MVP Friday, June 15,…
Learn how to migrate to the Salesforce Lighting UI in four steps. Shell Black in this video presentation discusses how to make the business case to justify the costs to moving to the Lightning Experience (LEX) from Classic. In the four steps Shell covers how to assess the current state of your org, plan out…
In this episode of ShellBlack Whiteboard we dive into Orders – what are they, how are they created, when are they used, and what makes them different from Opportunities? Shell discusses how using Orders can help you preserve what’s been sold (for forecasting and commissions), versus what’s been delivered to your customers. As you’ll see,…
In this episode we explore the brief history of the Lightning User Interface (UI), sometimes referred to as the Lightning Experience (LEX). Through this brief timeline we tackle the tough decision point – if I’m new to Salesforce, do I start in LEX or Classic? If you are on the Classic UI today and interested…
In this episode we look at Assets and explore the common use cases of how they can be used in Salesforce by sales, customer service or your back office. We cover the Asset Hierarchy and how the Status field controls the lifecycle of an Asset. What should you consider when deploying Assets in Salesforce? Should…
In this episode we look at Cases – the core object of the Salesforce Service Cloud. We start by covering how you can use Cases to track issues, questions or requests to resolution. We discuss some of the special features that are only available in Cases as well as the different methods you can use…
In this episode of ShellBlack Whiteboard we look at the Household Data Model – a method you can use to leverage traditional Accounts and Contacts in Salesforce to sell B2C (Business to Consumer). I briefly cover other options that are available from Salesforce to support B2C selling such as Person Accounts and FSC (Financial Service…
Back in August of 2013, the YouTube channel of ShellBlack Whiteboard episodes went live. The ShellBlack Whiteboard was a then new video series that explained the foundational concepts you need to know when working with Salesforce. I started recording the videos because I wanted to present Salesforce topics in the same manner in which I…