Sunday – Travel Day I’m off to my fourth MVP Summit. Sunday starts with a mechanical issue with my plane. After sitting on the tarmac we return to the gate and board another plane. I’ll be lucky if I make my dinner date tonight with Geraldine Gray, Jason Lawrence and Garry Polmateer (my co-presenters for…
Note: Pardot was renamed in April 2022. The new name is Marketing Cloud Account Engagement Over the last six months we’ve started using Pardot internally, and that experience has certainly brought us a different perspective on the Pardot implementation process. The wisdom gained during that time, coupled with our prior client implementations has helped us…
There, I said it. I know many of you have been thinking it as well as the writing has been on the wall since Dreamforce. Did you not see the signs along the way? Almost all Salesforce product presentations have been in the Lightning Experience since Dreamforce Release Notes are now making the point that certain…
The adaptability of the Salesforce platform is often a key selling feature for any business user. The ability to change my mind and have the system update accordingly with limited IT cycles is music to their ears. But this music masterpiece quickly turns into a somber tune if the development and administrator teams are not…
On June 18th, 2015 Salesforce sent an email to existing Salesforce Certified Developers letting them know that a beta program was being put together for a new certification – Salesforce Certified App Builder. Just as the Salesforce Consultant certification morphed into two new certifications back in 2011 (Sales Could Consultant and Service Cloud Consultant), the…
Travel Day At 4:50am my eye glances at the clock. What’s the point? The alarm is set to go off in ten minutes, so I roll out of bed and start getting ready for my 8am flight. Quick peak at email, shut down the laptop and I head out. Driving in the light early morning…
As a Salesforce MVP I’m frequently asked what did I do to get recognized and become an MVP. It all starts with getting involved with the Salesforce Community and giving back your time and knowledge. Another thing to realize is that there is no single path in this journey. For many I don’t think it’s a conscious effort….
I had an interesting inquiry come across our website recently. The individual wanted to know if there was an easy way to email Contacts that didn’t open up his last mass email. Actually there is! As a prerequisite for this to work, the last mass email needed to have used an HTML email template created in Salesforce….
One of the things we ask new and prospective clients is “Who is you Salesforce Account Executive?” As a courtesy we like to let Salesforce know when we’re working with one of their customers. For various reasons, many don’t know who is their Salesforce rep, but there is a very easy way to find out!…
In this episode of ShellBlack Whiteboard we discuss what is an “App” in Salesforce – which is simply a collection of tabs that are assigned to users through their Profile. Shell walks through how to create a custom App in “Setup” and add a custom logo. Lastly Shell covers how licenses and Salesforce editions come…