How to celebrate with virtual exploding confetti in Salesforce Lightning

You might be aware of a cool little feature of Salesforce Lightning called ‘Salesforce Celebration’, where, when a user reaches a certain stage of an opportunity, they can be celebrated with confetti which virtually explodes on their screen!

One of our lovely customers asked us about this the other day, so we thought we’d share a little ‘how-to’ blog, if, like them, you’re also keen to implement this fun feature.

It’s a great little add-on which can improve your user adoption quite significantly, and only takes a few minutes to do!

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On an Opportunity, you can see all the stages in which they go through. Using something called a ‘Path’ you can get a visual representation of where the opportunity record is in the Stage Lifecycle.

Along with the path (which has to be added via a Lightning Record Page), you can add Guidance for success, which gives users advice for each stage, like which fields they should fill in etc.

At the end of setting up a path, there is the option to add Confetti! And it’s definitely one of the most joyous parts of Salesforce, in my opinion.

Here, you’re able to set which stage you want confetti to explode at (this can be more than one stage) and the frequency of how often it should appear.

For example, you could have it set to fire confetti when the stage is Closed Won, but you only want the frequency of the confetti to be set to either ‘Rarely’, ‘Sometimes’, ‘Often’ or ‘Always’.

To set up a Path, follow these steps:

  • Go to setup
  • Search for ‘Path’
  • If this is the first path that you have created, then you’ll need to enable it by pressing ‘Enable’.
  • You’ll then need to choose a name and choose a picklist in which you want it to run off.
  • On the next page, you’ll need to choose your Guidance for Success. Here, you can choose which fields to suggest at each stage, as well as a rich text field where you can put any advice.
  • On the last screen, you can activate the path, and also set the confetti. And there you have it!

Have fun!

Grab a free ticket to the Sales Innovation Expo | 25th-26th March 2020

We’re joining experts from the likes of Sage, Oracle, Hubspot, Sony and the ISM at the Sales Innovation Expo in London on the 25th and 26th March!

We’ll be there as Salesforce’s largest UK partner outside of London to help visitors with the very best Salesforce guidance available; while an array of the industry’s biggest brands and most innovative suppliers will be showcasing the solutions shaping the performance of the world’s top sales teams.

So what’s in store for 2020?  Your free ticket for Sales Innovation Expo will also give you access to the B2B Marketing Expo and the Marketing Technology Expo. With a combined lineup of 1,000 cutting-edge exhibitors, 500 educational seminars and 200 interactive masterclasses, this is going to be a brilliant couple of days.

Find us hanging out on stand 519 or come to see our talk ‘The Anatomy of a Great CRM’ at 13:40 on the 25th and 11:40 on the 26th. Check out the agenda for the locations!

So, what are you waiting for? Head on over to their website to grab your free ticket now!

How much does Salesforce cost?

It recently came to light that a post I wrote on this subject many years ago isn’t really much use for people wanting to know the likely costs of Salesforce now!

A lot has changed in the SFDC ecosystem over the years… so what can you get for your beans these days? I updated this blog post in 2018 – it’s about time for a 2020 update! 

Sometimes our customers/potential customers have already had discussions with Salesforce [SFDC] directly, and other times we’re their first point of contact. Unsurprisingly, the answer to the question “How much does Salesforce cost?” is usually  “Well, it depends on…”:

  • What do you want to do with Salesforce?
  •  How many Salesforce licences will you need?
  • What kind of Salesforce licences will you need?
  •  Who do you want to work with on the implementation?

Click here for Salesforce licence costs

1. Salesforce for Customer Relationship Management (CRM) – [Sales Cloud]

Different companies have different understandings around what CRM means – we’re often called in to help facilitate cross-functional workshops to establish a clear understanding of the business benefits of a single view of data – whether it’s Accounts, Contacts, Sales and Financial information etc.

Remember the key benefit to businesses will be the management information which will be available.

INDICATIVE COST – Enterprise licences are £120+/user/month. Consultancy and Implementation is £9,000+

Click here for more info on Sales Cloud implementation

2. Salesforce for Customer Service  – [Service Cloud]

Out-of-the-box Salesforce has a big tick for allowing the automation/semi-automation of routine customer service activity such as raising cases/tracking activities, making customers happier using all the features in the #1 platform for service.

INDICATIVE COST – Licences are £60+/user/month. Consultancy and Implementation is £9,000+

Click here for more info on Service Cloud implementation

3. Salesforce for API integration and workflows – [Salesforce Platform]

oe:gen has been working with Salesforce for the past 10 years and are often asked to integrate with other systems or use complex workflows to create business applications on the Salesforce platform.

INDICATIVE COST – Licences are N/A. BA, Programming and Implementation is £15,000+

4. Salesforce for Customer or Partner Portals/Communities – [Community Cloud]

The phrase “The Social Enterprise” was coined by Salesforce a few years ago, and we’re now seeing the porous membrane effect —  as more and more companies chose to transparently share more and more information with their customers and partners. oe:gen are the number one specialists in EMEA delivering Communities, including UX and skinning to match corporate brand guidelines and create the best possible Customer Experience [CX]

INDICATIVE COST – Community Licences: pricing is now based on per user / log-ins – POA. Design and Implementation is £12,000+

Click here for more information on our implementation costs for Communities

5. Salesforce for Automated Marketing – [Pardot]

Generate high-quality leads with Pardot’s tools to keep your pipeline fully stocked with a steady flow of high-quality leads. We can get you up and running, or we can help design and create a more seamless brand experience for your existing Pardot landing pages, forms and emails.

INDICATIVE COST — Pardot B2B Licence:  Licence is £800+/month. Design and Implementation is £3,500+

Click here for more info on Pardot implementation and Pardot design support

6. Salesforce for Marketing teams – [Marketing Cloud]

Marketing Cloud is a unified platform of expert marketing tools built on the world’s #1 CRM – helping you know your customers, engage them, and personalise their experiences across everything, as if they were right in front of you.  It hooks into Salesforce CRM to integrate every touchpoint and experience with your brand across advertising, marketing, commerce, sales, service, and apps.

INDICATIVE COST – This is one of the most expensive licence types:  POA. Consultancy and Implementation is £30,000 – £50,000+

7. Switching to Salesforce Lightning  – [All Salesforce Clouds]

If you’re a new Salesforce customer then you’ve already experienced the latest Salesforce UX visual experience. If you’re still on “Classic” then you need to transition/migrate/change your Salesforce org to the new look and feel.

The stats prove how much more engagement you’ll get – and that’ll result in happier customers, as well. It can be very straightforward where you’re using Salesforce in a fairly straightforward way – if it’s a more mature Salesforce instance, it can get a little trickier.

INDICATIVE COST – No licence cost implications. Consultancy and Implementation is £6,000-£20,000+

Click here for information about Salesforce Lightning Transition

Get in touch if you have any more questions about Salesforce implementation costs, we’d love to hear from you!

How charities use Pardot to supercharge their campaigns

With so many email marketing platforms to choose from, it can be tricky to know which is the right one for your charity. As someone who uses Pardot for their nonprofit organisation every day, I’m sharing these five reasons why Pardot is a great option for any Salesforce-using NFP or charity wanting to create on-brand emails to boost their campaigns.

Super-personalised templates

All campaigns have several touchpoints to reach supporters, from emails to web landing pages, it’s important that they all have the same look and reflect your brand.

Pardot email templates can replicate the look and feel of your charity’s brand amazingly. These will need to be built by a Salesforce Partner with design experience (just like oe:gen did for LIVES), but the extra effort means you’ll have something that reflects your brand and stands apart from other charity emails your supporters will be getting.

This looks really smart for those clicking through to your website and gives a seamless user experience.

Automated email journeys

Unlike some other platforms, Pardot lets you create automated email journeys that send your supporters relevant content based on their actions.

For example, when running your campaign, you can set supporters off on a pre-planned email journey that’s activated once they make an action.

For example, if someone donates, they will then be sent timely and relevant followup content automatically as part of their journey without you having to remember to manually send each email at the right times.

Choose your own scoring system

The scoring system lets you allocate points for each action taken, to rank how engaged the people on your database are. So, someone that clicks on a link in an email will get more points than someone who has simply opened the email, and unsurprisingly, it’s 0 points for someone that leaves an email unopened.

This means you can segment out your most engaged people who are likely to respond better to an ask, such as becoming a regular donor or signing up to an event. Their scores will also be visible in their Salesforce account, so other teams can see their recent email activity too.

Easy syncing with Salesforce

We’ve all been there trying to download and upload clunky excel sheets of email lists and mapping fields before you can actually send an email.

But because Pardot sits in Salesforce it syncs automatically so you can spend more time crafting great content and less time on the admin.

There are even Pardot forms you can embed in your website to capture supporter details straight into Salesforce effortlessly.

Great support

Because Salesforce is so big, there’s a lot of Pardot support available both from Salesforce themselves as well as a whole online community of other users. And these users are more than happy to help out with queries and share tips for creating great campaign emails.

There are also regular meetups worldwide for Salesforce users like The Nottingham Salesforce Admin Group, so you can meet others like you, learn new tips and tools, and ask any questions you have.

Introducing our first Salesforce Accelerator

We’ve been squirrelling away on something that’s going to be a total game changer for businesses needing an Onboarding Tool for their Salesforce Community. And that’s our first Salesforce Accelerator.  

What’s an Accelerator? 

After working with 150,000 customers across the world, Salesforce found there were common challenges faced around several key themes: 

  • Getting started 
    Knowing where to begin is one of the biggest challenges when choosing a Salesforce product. 
  • Onboarding employees 
    Don’t know if you’ve noticed, but people can absolutely loathe change, and it’s tough to get everyone in your business excited about a new system. 
  • Product adoption and feature adoption 
    Old habits die hard. Even when you think you’ve onboarded well, your users might decide they don’t see how the experience is better for them personally.

These are just a few of the many challenges oe:gen’s customers have also personally faced in the past.  

As consultants, we often have the same conversation with several customers around onboarding — of course it’s different people in front of us with totally different businesses, but they almost always have the same pain points. Still, we listen and we build for them, and it can take weeks.  

What we’re doing for this first Accelerator is taking our experience of common onboarding journeys and laying the foundations. It’s like buying a plot of land and finding someone already did the groundwork for you, but left it flexible enough that you can still put your dream home on it. We just reduce the time needed to work on it. 

With oe:gen’s Onboarding Tool Accelerator, you’ll be able to get quick, customisable examples that have already been designed and pre-built by our team. Then, we’ll be able to tailor its design and slot that into your Community like it ain’t no thang.  

How will this Onboarding Tool benefit me? 

Imagine if you could: 

  • Get a month’s worth of complex work delivered in a single sprint 
  • Make decisions and collaborate with the best people for the job
  • Discover and understand risks early 
  • Feel confident about your decisions and gain results that last 
  • Achieve stakeholder alignment quickly to make change happen 
  • Overcome organisational barriers. 

Well, rather than paying our team to spend weeks designing and building your business a brand-new onboarding solution, we’ve got one designed and developed that’s ready out-of -the-box for you — minus a few customisations. This means there’s less risk involved for you and your business and you get a better idea of what your project might result in, faster. 

For example…

Say Emma wants to get a business loan to open her own recording studio, and your business provides the kind of loan that she’s looking for.   

You want her to sign up to your Salesforce Community to help her with all the questions she might have about her loan application, but the onboarding experience isn’t great on your existing application form, or you just don’t have one yet.  

Badly designed onboarding forms lead to bad data, rubbish customer experiences, and even loss of customers in some cases. If people are getting blocked from using your Community from the get-go, you’re going to get more phone and email enquiries. It makes communication harder and more time-consuming and can unfortunately cost you more money in the long run.  

With our Onboarding Tool, we can show you an expertly-designed onboarding journey for Emma, for a Loan Broker, and for your team, faster. 

The outcomes of the Onboarding Tool: 

  • Users like Emma or her Loan Broker will be able to complete the form on any device, in a timely manner, with a great user experience built by UX design experts. 
  • Onboarding Managers will be able to access information about on-going onboarding submissions easily, and be able to take action on these onboarding submissions with a few clicks.
  • Onboarding Admins can manage the multiple onboarding journeys and forms from a single management tool within Salesforce. 
  • Senior Management can report on journey metrics and be able to receive proactive updates. 

How is this possible? 

Using our huge breadth of experience creating these onboarding forms time and time again, we’ve been building this customer-agnostic, customisable Onboarding Tool as an internal project for the past few months.

We’ve treated it exactly as we would have for a customer, from discovering and defining the requirements in workshops, to creating beautiful pixel-perfect designs that provide our developers with everything they need to build the tool.

The development is being completed in sprints with regular scrums and sprint ceremonies to help the team deliver the best possible solution, in time and under budget. 

When will this be available? 

We’re aiming to have this game-changing service launched by April 2020.  

What’s next? 

Once the Onboarding Tool is out the door, we’re planning to continue building on the groundwork we’ve laid here to create a world-beating Accelerator for Service, encompassing a Community with the beautiful UX that oe:gen are renowned for, and a best-in-class Service Cloud implementation to back it up. Watch this space!

Making an impact: oe:gen is helping nonprofits succeed with Salesforce believe the purpose of business should be to improve the state of the world, and we couldn’t agree with that more. We’ve loved supporting organisations like Ambition School Leadership, Chance to Shine, and LIVES to help them harness Salesforce’s powerful technology, so they can do their bit to build a better world.

Over the years we’ve strengthened our tailored Salesforce creations for these nonprofit and educational organisations, which is helping them grow to drive social impact. In fact, this week, we became a registered partner, meaning we’re now officially-recognised as specialists in serving nonprofits!

And hey, check out our shiny new badge…

We know that not all NFPs are the same, just as all for-profits aren’t. Having years of experience implementing Salesforce for both, we know there are lots of individual factors to consider with each unique organisation. 

With so many choices out there, it’s hard to determine what’s right for your organisation, and which will have the most impact for your cause. To help, we offer advice to any charity or NFP organisation considering Salesforce implementation. 

Want to learn more about the Nonprofit Success Pack (NPSP) or need a review of your existing NFP org? We’d love to hear from you!

Top picks from Salesforce’s Spring ’20 release notes

Our Lead Salesforce Consultant, Leon, and Head of Salesforce Development, Mark, have put together their top new feature picks from the Spring ’20 Release notes.

Here’s what they’re getting all excited about this Spring…

Leon’s picks: 

In-App Guidance is a series of hints, instructions, tips, videos, pictures etc that can be launched from within specific Salesforce pages to help users get to grips with things. This is a fairly recent feature, and now Salesforce is improving it — you’ll be able to set it by Profile and it can also be translated through Translation Workbench! Perfect for multi-country orgs.

This will probably be the first thing that end-users notice when they get their Spring ’20 update. Instead of the App Launcher being a huge page of options, you will now get a search bar and a handful of your top Apps. You can still get to the full menu with a click of a button. 

We’re split in the office on this one. Some of us love the change, others are not so sure. This is going to be one of those “it depends on how you use it” kind of things that people will just eventually get used to.

Cloning a record has been possible since approximately the dawn of time, but we’ve never had an out of the box solution for deep cloning – for example, you have an Opportunity you want to clone, you would have previously had to manually clone every individual Opportunity Product and Contact Role, or write a Flow to do the heavy lifting for you. 

Not any more, now you can do this out of the box using the new “Clone with Related Records” feature. Great time saver for end users. 

Yes yes yes yes yes yes YES! Finally!

This one has been requested for so long that I think some of us thought it would never actually happen. To fill in the blanks for those not in the know, Queues act as a holding pot for records that haven’t been given to a specific owner. People can then dip in to those queues and pick stuff out, or it could be automatically distributed by a feature like Omni Channel.

Until now, only Leads and Cases have been queueable. Now we can add Tasks to the list, which is a big step forward. Got a load of jobs that just need doing, doesn’t matter by who as long, as someone picks them up? Tasks in queues are the way to go! 

Salesforce has been very busy with Flows again – every release sees this tool grow in power and capabilities. My personal favourite changes this time around are Run flows in System mode. You can now set a Flow to run as the user or as the system – running it as the system bypasses pesky things like the end-user permissions.

It’s not all gravy, you’ll still have to consider sharing, roles, teams and territories, but object permissions, field-level access and other general running user permissions get ignored.

This is a massive change. Now, before any data comes into contact with the database, flows can run and set specific values on the record – look forward to genuinely lightning speed with your updates, because Before Save updates in a flow are 10 times faster than a Process Builder record change. 

As an Admin or Consultant, there has literally never been a better time to get to grips with Flow.

One of the aggravating things about Flow is having to create lots of variables. For those who haven’t used Flow much, a variable is essentially a bucket that you use to store records, field data and so on, in order to use it later down the line in the flow.

Creating variables is time-consuming and boring, and you had to choose which fields to save and which to ignore, making it all too easy to miss off a critical field and break your Flow. Not any more – now Flow will create those variables for you. Thanks, Flow.

Now generally available, service and support centres can start using WhatsApp through Salesforce to communicate with customers in realtime. They can already do this via SMS or Facebook Message, so this is a very cool addition!

Another Service-specific improvement, I wanted this 5 years ago when I was a Customer Service agent! Duplicate cases are a massive pain in the backside. You have to close them, or get them deleted – and then you have situations where half the information is in one case and half has been added to the duplicate.

Now, you’ll be able to merge up to three duplicate cases into one so that they can focus on the “master” case. Lovely little addition!

Mark’s picks:

  • Use longer SOQL queries 

The maximum length of SOQL statements has been increased from 20,000 to 100,000. 

  • Use more relationships in queries 

The maximum number of child-to-parent relationships in a query has been increased from 35 to 55. 

  • Use longer SOSL queries 

The maximum length of SOSL statements has been increased from 20,000 to 100,000. 

The default daily API request allocation has been raised from 15,000 to 100,000. 

Salesforce Data Mask is a powerful new data security resource for Salesforce admins and developers. Instead of manually securing data and access for sandbox orgs, admins can use Data Mask to automatically mask the data in a sandbox. 

We plan to end support for the deprecated components on May 1, 2021. 

Use the new lightning/pageReferenceUtils module or lightning:pageReferenceUtils Aura component to build navigation links in your components that prepopulate a record’s create page with default field values. 

No more guessing about whether to use @track to make a field reactive. All fields in a Lightning web component class are reactive. If a field’s value changes and the field is used in a template or in a getter of a property that’s used in a template, the component rerenders and displays the new value. 

A Lightning web component’s CSS file can use a custom Aura token created in your org or installed from an unmanaged package. Tokens make it easy to ensure that your design is consistent and even easier to update it as your design evolves. 

Lightning Web Components now offers Local Development so that you can build component modules and view your changes live without publishing your components to an org. 

Use the Lightning Message Service API to communicate across the DOM, between Aura components, Visualforce pages, and Lightning web components. 

Using the new Apple authentication provider, your customers can log in to a Salesforce org or Community with their Apple ID. 

Develop and test your Salesforce Sites and communities within your sandboxes using custom domains. This feature allows you to test new custom domains in a sandbox before deploying them to Salesforce production. 

To help you better reach your customers, you can now specify multiple email addresses or phone numbers for an individual or person account. Previously, our data model only allowed for one phone number or email to be associated with a single customer. Now, using contact point email and contact point phone, you can also add details such as the best time to reach out to a contact or how they prefer to be contacted. 

The components available for a changeset vary by edition. These components are now available for changesets. 

This allows users to make updates to Salesforce all by voice. Einstein Voice Skills lets you build custom skills tailored to your users’ most common tasks, generating more high-quality Salesforce data to inform decision making.

The CMS Home welcome mat greets you at the door with helpful pointers and links to help topics to make your stay more comfortable. A navigation tab and a new entry into CMS Workspaces and Experience Builder help you get where you want to go. 

The ExperienceBundle metadata type, which was previously available as a pilot program, is now generally available. ExperienceBundle provides human-readable, text-based representations of the different Experience Builder settings and site components, such as pages, branding sets, and themes. 

Use the latest Build Your Own (LWC) template to develop communities that load quickly and scale well. Based on Lightning Web Components (LWC), a new programming model that delivers exceptional performance, this lightweight template supports fully customized LWC solutions. 

Turn Lightning Locker on and off for all components in a community, regardless of API version, with a simple switch in Experience Builder. 

Permission set groups are an ideal way to consistently and reliably assign permissions to a group of users. Assign users a single permission set group instead of multiple permission sets. 

What are you most pumped about from this Salesforce release? Let us know in the comments below!

Tips for nailing that Salesforce certification in 2020


Is your new year’s resolution to finally get that Salesforce certification under your belt?

There are lots of study guides out there that’ll help you to prepare for the test, but not many provide tips on what to do whilst sitting the exam to help increase your chances of passing. Because, let’s be honest, we’ve all sat a test before where we’re only just about passing the practice tests and have doubts in our mind that today isn’t the day. So being able to get a few more marks by missing out on silly errors could be the difference you need to pass!

Read every answer

A lot of the time we read a question and confidently think it’s the first or second answer, moving on without reading the rest of the answers. This is a really common error that we all make! It can be very tempting to choose it and move on, even if you are 99% sure, you should always read the rest of the answers.

A lot of Salesforces answers in their certs can be interpreted as the right one, by committing too early, you might miss an answer that seems more logical.

Read every question twice, read every answer twice

There are lots of times where we skim over an answer, we might not have much time left, or just feel the pressure building up as we start to rush.

But by doing this, you could miss reading a word, and a single word in a question can sometimes mean the whole difference. Most of the times its words like Has or Hasn’t, Does or Doesn’t. Look out for words that your eyes might mistake when reading them fast, like the ones I just highlighted. That’s why we should read a question twice to make sure we didn’t mistake anything, because some questions will have answers that seem logical to a misinterpreted question but, upon closer inspection, are wrong.

Eliminate two wrong answers

In most of the questions where you have to select one answer out of four, there will be two that logically could be the right answer, and two that are less likely to be the right answer. Try to work downwards, by identifying the two that don’t seem correct. This will help you decide the right answer, as you’ll have less to compare, making the process easier.

By successfully removing two answers, you are giving yourself a 50% chance of getting the question right, and if you did that on every question, it would equate to a 50% chance of passing. With only needing a 65% to pass, this will get you within 15% of a pass, without even having to consider the right answer!

Big up Salesforce when in doubt

In a lot of Salesforce questions, they like to make themselves look good by highlighting their capabilities.

If something seems like common sense, for example Salesforce having a certain feature that you would expect as standard, then it’s probably right. But only use this technique when you are stuck on a question, as it might not be the right one.

Imagine you were a Salesforce employee writing the exam, would you want to make the company look bad? Salesforce always likes to show off what its capable of.

Once done, go back and read every single question again (including every possible answer)

There will be questions that you just have no idea what the answer is. You don’t know if Salesforce have made up fake names to make them look realistic, or they’re being genuine.

The good news is, along the course of the exam, you learn and gain knowledge from different questions and answers, which might help you with that question.

It’s also best to double-check your answers and iron out any little errors you might have made when reading them the first time. Which leads me on nicely to the next point…

Use the “Mark This Item For Later Review”

If you are ever the slightest bit unsure (I know for me it’s the majority of the questions as I start to flood with self-doubt), use this checkbox. By checking it, you’ll create a subconscious note in your brain to look out for information in later questions that might help you answer that one. Because this checkbox will basically add a level of importance to the question and put it on your radar.

When going back over your questions at the end of the exam, this will add extra precaution as you meet a question with this tick box marked, so you will spend more time reading and thinking about the answers.

Don’t finish the exam early.

You’re given a set amount of time, so use it all. There’s no need to show off to colleagues about how quick you managed to do it, the only thing anybody cares about is if you passed or not!

The more times you check a question, the more times you are diving into your bank of knowledge, and you never know when you might pull out a piece of knowledge that will answer the question. It might be the first time reading the question, or the fourth, but reading it will give you more certainty, and more chance of getting it right.

This being said, I know a lot of people will start to fill with doubt the more they look at a question, which leads onto my next point.

Follow your gut!

There will always be times when we look at a question and pick an answer, feeling quite confident about it, then we look at it a bit more, and think differently about it. And this crossroad frightens us all when we get there.

If you want to look at statistics and probabilities on which one will be right (you first answer or the second one), you should go with your gut. If your gut originally said the first answer, then choose that one. You will, more than likely, read an answer, and a certain word or number will pop up in an answer that will spark your memory back to your revision.

You should be going into the exam feeling fairly comfortable with the amount of revision you’ve done, so don’t be scared to follow what your gut is telling you is the right answer.

Use your time to memorise questions

This is a backup plan. If you fail, you will want to know where your weaknesses were. So, for all the questions that you are unsure of, take a mental note of them so you can search them after to find the answer for next time.

The good thing here is Salesforce will tell you straight away if you failed or not. I know as a kid in school, everybody would come out of an exam and start consulting answers. And there’s nothing worse than hearing somebody say “oh yeah I got 200 for that question” when you got “Abraham Lincoln”…

Because they give you your result straight away, you don’t have to worry about looking up a question to see if you got it wrong while waiting in suspense for your result.

Take your time (there is plenty) and good luck to anybody going for a cert in 2020!

New Admin certification modules on Trailhead


Salesforce is frequently bringing out new modules on Trailhead to keep their knowledge base up to date. Recently, there have been four new Admin certification badges that have caught users’ eyes…

  • Administrator Certification Prep: Setup and Objects
  • Administrator Certification Prep: Security and Data Management
  • Administrator Certification Prep: Applications, Activities and Mobile
  • Administrator Certification Prep: Reporting and Automation

These modules each have between 2-4 units on them and cover (broadly) the contents of the exam. If you’re thinking about sitting the exam, I’d strongly recommend taking these beforehand and remembering the questions at the end of each unit. They’ll get you prepared for the exam.

Now, this doesn’t mean that if you sit these modules, you’ll be ready for the exam. Far from it. The Admin Certification is a tricky exam, with a very broad knowledge required to pass. It talks about what you’ll need to revise, what weightings the exam is made up of for that current section etc.

If you’re interested in revision material to passing the Admin exam, take a look at FocusOnForce or completing the Official Admin Certification Trailmixes on Trailhead!

These modules are stored nicely in a trail, linked right here. Happy trailblazing!

Why can’t I log into the Partner Community?

Why can't i log into the partner portal?

You might have noticed there’s a bug with the Salesforce Partner Community login that’s limiting a lot of users from signing in. Here’s the current Partner Community login problem:

Users are signing in with their existing credentials, which usually work, but are being taken to the ‘join the community’ page instead. Huh, that’s not right?

If you then press the ‘join the community’, you’ll trigger an email to your partner admins, who can verify your account to join the Community. 

But see, the problem is, for a lot of us, our admins cant sign in either! 


Not good times.

Thankfully Salesforce is aware of the Partner Community login problem and is currently looking to resolve it, so hopefully, this will be resolved soon! Keep an eye out for updates.