For folks in Higher education who are planning to do an implementation in Salesforce and Marketing cloud, this session is a must attend. I am very happy to announce that I will be co-presenting a Dreamforce session along with Cal State on this session. A special thanks to Jake Hornsby who would be presenting with me on this.
Whether you are an institution looking to implement Salesforce for the first time, transition off of another CRM or transition from Sales Cloud, Enrollment RX, or Target X chances are you’re looking for a way to make the most of your investment in Salesforce’s Higher Ed Data Architecture. Over the past 2 years I’ve been working with clients to define an approach to HEDA that maximizes their investment in Salesforce and delivers immediate impact to end users. As with all things, they key to success is to plan and then plan some more. In my opinion, considering the following at the beginning of your journey will pay dividends in the end.
A quick step-by-step tutorial.
Understanding Styling and UI Best Practices
It wasn’t your decision, you warned everyone against it, but not now you are stuck with the dreaded Picklist (Multi-Select) field type and even worse you must clean up and map the existing data values based on new business needs. Where do you start? What do you do?
Many posts discuss how to use
A Roadmap for New Developers with an Admin Background
Creating an Unmanaged Package to Copy Code from Org to DX
One of the biggest mistakes when it comes to testing, is assuming that if you cover 100% lines of code you are adequately covered. Just because you have code coverage it does not mean you are covered.
Chances are that if you’ve developed custom code on your org, you have at least 75% code coverage on the Apex portion of that. Because Salesforce requires that to deploy. But that alone is not a testing strategy for your Org. How much testing should you have? What type of testing should you do? What should you test? These questions are often overlooked when it comes to developing software on the Salesforce Platform.
If you are a manufacturer using Salesforce, this post has summer ’18 features to help you to get more from Salesforce, prevent future problems and provide insights to your users.
If you are a University or Higher Ed institution using Salesforce, this post has Summer ’18 features specific to Higher Ed which will help you get more from Salesforce, prevent problems and provide insights to your users.
If you are in the process of upgrading to lightning, this post will help you plan what to do after running the readiness report.
With the Higher Ed summit 2018 a week away in Washington D.C, Most of the folks would be getting ready to choose their agendas from the mobile Salesforce events app. If you have already registered, you should download Salesforce events app from the app store and use your registration number to log in and start choosing your sessions.
If you are in Higher Ed using Salesforce, this post describes you spring 18 features which would save you lot of time, prevent problems and provide you with more capability.
For everybody including myself, we always have this one question. How can I give a little bit more to others and when to start? With the holidays coming up, we feel extremely happy to donate money to our favorite charity or cause and cherish the moments. For others, we still want to give but we could not find the time, motivation and priority to make this happen?
If you are a University or College using Salesforce, this post provides you information on Winter ’18 features. These features will help your enrollment, one stop service, marketing teams, communities and IT teams make their jobs easier with more automation and increased capability.
If you are a SFDC admin or developer, sandbox refreshes are a normal part of your life. The question is what are things needed to be done when you do a sandbox refresh prior to refresh or after the sandbox refresh.
If you are a Salesforce Admin , it is always painful when you have no way of detecting your customers automatically when they are interested in another product or service and fill up a web to lead form.
Here are some key features which Higher education users should leverage in Spring 17. Be sure to check out the free apps and other interesting tips in my blog!