Salesforce Thoughts

  • Salesforce Consultant: Day in Life

    Salesforce Consultant: Day in Life

    Are you looking to start a Salesforce Consulting job or interested in what a general consultant does? Below is an example of my day as a Salesforce Consultant. Lets wake up/ Morning Coffee I am a remote worker. Thus, I will offer my point of view from working at home. Naturally, one of the first…

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  • Quick Tips: Where is this field used?

    Quick Tips: Where is this field used?

    Have you ever needed to figure out where all a Salesforce field is utilized? Are you looking to delete or hide a field and curious what will break if you do so? Salesforce has some great built in features to help an admin or consultant out. Check out these two awesome tips for analyzing fields…

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  • Sales Cloud: Sales Process

    Sales Cloud: Sales Process

    Understanding how to curate a sales process is a key skill for any Salesforce Consultant. Below are some key components for configuring an efficient process for either a new sales cloud implementation or a new business unit.  “If you can’t explain it simply, you don’t understand it well enough.” Albert Einstein Discovery: Current Process “Simplicity…

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  • Optimizing Remote Work Environment for Salesforce

    Optimizing Remote Work Environment for Salesforce

    Some jobs working in the Salesforce ecosystem allow you to work remotely. As and admin you work in an office full time or also work remotely on an occasion. As a full time consultant I work remotely but I also have worked in an office setting as a Salesforce admin. Below are some of my…

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  • Quick thoughts: Salesforce Service Cloud

    Quick thoughts: Salesforce Service Cloud

    Service Cloud is another popular cloud within the ecosystem. Service Cloud is often utilized for support management by or case management. Check out these 5 Service Cloud thoughts below. Service Cloud

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