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…
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….
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…
In this episode of ShellBlack Whiteboard we finish up our series on custom objects with a “many-to-many” data relationship. Shell walks us through an example of registering for Dreamforce to illustration how a custom object with two lookup relationships becomes a “join” object in the database. View this video on YouTube: http://youtu.be/PArdXLnSJv0 Part 1 on Custom Objects: Introduction…
In this episode of ShellBlack Whiteboard we dive further into custom objects, and more specifically, custom objects in a “master-detail” data relationships. Shell walks us through an example of a master-detail relationship using an Expense Report. Because of this data relationship, records can be tabulated using Roll-up Summary fields. This can be very helpful in…