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…
The London Tube has a friendly reminder every time you use their services. They always say “Mind the Gap.” This is meant to remind you that there is a physical gap between the platform and the tube. The gap doesn’t prevent the usage of either item, but does provide a nifty space to lose change,…
When working with my Clients I’m reminded that part of my job is to sound like your high school gym teacher and drill the fundamentals of Salesforce every day – over and over and over. I tend to keep emphasizing best practices, because as an Admin, you’re going to rely on this foundation of knowledge…
ShellBlack.com is proud to announce that we will be a Platinum Sponsor of Texas Dreamin’ for 2017. This year’s inaugural event will be at the Driskill hotel in the State’s capital city (604 Brazos St, Austin TX 78701), and will run from Thursday May 11 to Friday May 12, 2017. So what’s all the fuss…
2017 is here, and for many of us, that comes with New Year’s resolutions. As a Salesforce Administrator, you could tackle a lot of things. You could do some long overdue housecleaning and go through that ever-growing folder of reports and delete the ones that never get used. You could be slightly more ambitious and…