Monthly Archives: December 2022

9. Products & Pricebooks Price books in Salesforce can be a little tricky to get your head around. So I’m going to dive onto my blackboard and go through it. So Salesforce has an object called Products, and within this object, you can basically create a load of products. So I’m going to call them […]

6. Lead Conversion Now for the lead conversion. So we’ve got our leads in salesforce, and we’re going through the process of qualifying those leads to see which ones can go into the main sales process. So we could come across a lead and say, “Yep, this is a potential sale,” and then we could […]

1. Learning Objectives And now we’re into the sales cloud. So the Sales Cloud is one of the two main platform features within Salesforce. We have the sales cloud and the service cloud. Now the Sales Cloud basically manages all those sales processes that are going on, from capturing leads, bringing them into Salesforce.org, scoring […]

7. Considerations when importing data So I just wanted to tell you some of the considerations that you need to understand when you’re inserting and updating records in Salesforce, because it’s quite important for the exam. So when you’re inserting records into Salesforce, you have validations within there, you have code in there, and you […]

1. Learning Objectives So now we’re going to take a look at data management, specifically how we get data into salesforce and how we pull data out, as well as the features within salesforce that can help us mass-transfer records and things like that. So what we’re going to look at is we’re going to […]

6. Report Charts & Formatting Looking at charts and formatting our reports to make them more visually appealing so we can see our data in a whole new light. So let’s go and take a look at this. So here I have a matrix report, and it’s got my stages and one along the top, […]

1. Learning Objectives Now we’re on to reports and dashboards, which is a really great section of the course because you can start getting visualizations into the data that’s been created in Salesforce, so people can really see actionable information either on page layouts or by going onto dashboards and reports. So we’re going to […]

9. Object Permissions and Record Access So I just wanted to mention how object permissions relate to record access because up to now we’ve been talking about how the sharing rules work and how the permissions work within the objects and how you share those records, but there’s a little bit missing in that piece […]

4. Important Pointers for Exams – Part 03 Hey everyone, and welcome back. Now in today’s video, we’ll be discussing the third part of the important points for the TerraForm certification. Now, the first important thing of which you need to be aware is associated with the Terraform function. So you should know what Terraform […]

1. Overview of HashiCorp Exams Hey everyone, and welcome to the exam preparation section. So finally we are here, and this is going to be a very exciting section here. Now, this section of exam preparation is divided into three categories. First, we’ll go over the fundamentals of exams, such as how much they cost, […]