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

Salesforce.org 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 Salesforce.org 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!

EVENT: Nottingham Salesforce Women in Tech, 29th January

The Salesforce Women in Tech Group

We’re kicking off 2020 with our first Salesforce Women in Tech event of the year, where we’ve invited 3 inspiring speakers to share their knowledge and spark ideas.

This is an all-inclusive event that aims to encourage, empower, and above all, support those who want to thrive in their tech career. And to make it as accessible as possible to our community, it’s totally free to attend!

Free stuff!

We’re giving away a signed copy of Lucy Barkas’ new book, ‘LeaderX’ and a VIP invite to the book’s launch party in March!

Sign up and tweet about it with the hashtag #SFWiTNotts for a chance to win!

Speakers

When?

Wednesday 29th January, 2020
2pm – 5pm

Where?

oe:gen
No.1 Nottingham Science Park
Jesse Boot Avenue
University Boulevard
Nottingham 
NG7 2RU

Agenda

2:00 PMWelcome!
2:10 PM‘LeaderX’ — Lucy BarkasThe 2020s will see a fundamental shift in leadership as the Boomers retire, a new type of leader will take their seat at the table. LeaderX is results-focused but understands that people, teams and culture are what will make the difference between surviving and thriving. Lucy will share her ‘5 My’s’ leadership model and highlight how women, in particular, will be the biggest influences of strategic change. She will highlight where nature and nurture play a role in your leadership and how you can totally dial up your strengths and lead with confidence. She will challenge you to step up, take control and be a purpose-driven leader.
2:40 PMBreak with Dougnotts!
3:10 PM‘How Nostradamus led me to find my #PerfectJob’ — Pei Mun LimA tale of how my career journey started with some dire predictions about the future from a long-dead French Astrologer from the 1500’s. I had dreams of piloting the next USS Enterprise to “explore strange new worlds, to seek out new life and new civilizations. To boldly go where no man has gone before!” because you know, Nostradamus foresaw the end of the world (maybe). Obviously, that didn’t happen. I talk about what happens instead.
3:40 PM‘Above and beyond… your day job!’ — Yvette KempsonYvette has held numerous positions in a wide range of industries including care work, logistics, administration, Taxidermy, and being one of the only women on the British lion free-range egg welfare advisory boards. Mainly working in the heavily male-dominated agricultural industry for over 30 years, she’s had to prove herself time and again, sometimes ‘literally’ grabbing the bull by the horns to go above and beyond to take the initiative, implement change and provide system and process improvements. With each opportunity, she’s broadened her skills set, given herself an insight into over six industries, all while dealing with a wide range of people from all warps of life. In her spare time, she continues to support her husband in running their architectural sustainability business from home and volunteers her British sign language skills to promote inclusion for deaf children to have access to sports and events. She’s given over 100 talks on various specialist subjects in various industries, however, this will be the first time she speaks about herself and her career journey. In this talk, you’ll learn how going the extra mile can help you and your business achieve more.
4:10 PMFood, drinks and chats!

Click the link below to sign up for free! See you there…

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!

The tools we use to get development done

Back in 2006, oe:gen began as a web design and development company. Throughout the years, we’ve been keeping up with the change of demand, going from standard websites to complex Salesforce Communities (and jumping over a few obstacles along the way). On this weird and wonderful journey, we’ve consistently strengthened our skills to nail the user experience of each of our projects, as well as trialled an insane amount of tools to see which are the best fit.

All this hard work has lead to what we are today – a Silver Salesforce partner full of over 30 experts in building beautiful, fully branded Salesforce Communities that our customers (and their customers) love to use.

In case you were curious about how we create these customer experiences, here are some of those tried and tested tools we continue to use.

Development 

Primary tool: JetBrains WebStorm with Illuminated Cloud 2 

We fell in love with WebStorm and Illuminated Cloud 2 as soon as we used them.  We were on the lookout for a solid, performant, extensible development environment for Salesforce, and WebStorm with Illuminated Cloud 2 met that brief superbly.  Some of our favourite features include the great code completion, refactoring, customizable linting, git integration and general layout/usability of the app. 

Honourable mention: VSCode with the Salesforce Extension Pack (and loads of other extensions) 

We have developers here at oe:gen who like to be “individual” and therefore opt to use VSCode with the Salesforce Extension Pack, plus Jira, Spotify and many other extensions that slow their machines down.  Bless them.  This is fine, we’re not dictators here, so long as they don’t come running to us when they can’t deploy a Lightning Component. 

Deployment 

Primary tool: ClickDeploy 

We’ve read about and trialled several metadata deployment tools in our time, but ClickDeploy meets our current needs very well.  It’s a huge step-up over traditional changesets, while still being very user-friendly, allowing us to deploy code and config quickly without spending hours RTFM-ing (Google it).  We’re on the cusp of upgrading to the top tier, Enterprise, for all the CI / CD gubbins that brings. 

Source Control 

Primary tool: Git with BitBucket 

Need I really say anything about Git?  We moved over to BitBucket from GitHub shortly after a certain software behemoth got their claws on it and haven’t looked back.  We love the native integration with Jira and the configurable branch permissions. 

Project/Task Management 

Primary tool: Jira Cloud 

oe:gen have dabbled in simpler tools like Trello in the past, but none really cut the mustard quite as Jira does.  It took us many, many months to accept Jira for what it is and to learn how to customize it to meet our needs, but now we’re (mostly) there. 

Collaboration 

Primary tool: Microsoft Teams 

We use Teams.  We’d probably prefer to use Slack.  Sometimes you don’t get what you want in life, okay?  Teams has come a long way since its early days where the application would hang regularly and notifications were none-existent.  It’s not perfect, but neither was Game of Thrones.  You still watched all of it, didn’t you? 

Knowledge Sharing 

Primary tool: Salesforce Communities with CMS Content 

Being experts in Salesforce Communities, we thought it’d make sense if we created an Employee Community where our team could go to get information about the company, our tools and processes.  We’re mid-development, but are seeing a lot that we like about Salesforce CMS. 

Our value of continuous improvement means we’re constantly keeping an eye out for better ways to do development here at oe:gen. But these guys have become favourites in our toolkit. If you want to find out more about how we build our “best in class by far” Salesforce Communities, chat to us today!

Tips for nailing that Salesforce certification in 2020

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

managed-service

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! 

via GIPHY

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.

Tips for user adoption

We all know that one of the big bugbears of any changes you make as an Admin or Developer is getting users to like it. Here are some of the main tips for making sure you really get across to your users why changes will help them.

Training

Your Admins and Devs have been working hard to produce a platform that’ll make your sales reps and users more efficient to increase sales. Before anybody can get their hands on the system, it’s important that they’re properly trained, so they can understand how to use the changes as well as understand what’s different and exactly why the change was needed.

Within the training of teams, you might want to create some exercises to make it more engaging and less of a “this is what’s happening, tough luck” approach. Make sure these exercises are appropriate for each team you train, as different areas of the business might be using Salesforce in a different way.

When you’re training users, whether this is on a new Salesforce org, or on some changes within a current one, users can get quite tired as there is usually a lot to take in. You need to make sure that breaks are used to allow trainees to get the most of the session.

Train the trainer

You’ll also need to choose who’s going to be training. You might have multiple Admins/Devs or even some super-users who’ll be going away to teach these users. One approach to training is a ‘train the trainer’ approach. This means the admins and people who are very familiar with the system will train some key users of the system.

These users will then go away and train the rest of the team. This can sometimes be a better approach because usually the users will be more comfortable with these key users, so feedback will come more easily.

If you’re just making changes in the system, it might be worth getting some opinions on where training should be given in other areas of the system, which don’t necessarily relate to the change in hand. This can be used as a refresher to the team to help them understand the capabilities of Salesforce and make their job easier.

Rolling out

The rollout can be done in a few different approaches, and one that is recommended is giving access to some key users within the company. These key users can then get their hands on it to see how it handles normal, day to day operational use. This can then be rolled out to other teams in the business.

For example, say you’ve changed the fields on the opportunity object and want to let some key ‘super-users’ test it out and give any initial feedback before rolling it out to different areas of the team.

In the early stages of the rollout, its best to take things slow — allow time for users to get used to the new system. They will more than likely struggle to navigate, and whoever deals with internal cases/questions will be getting a lot of enquiries.

Be aware there might be a lot of errors as well. When users get their hands on things, they usually find things you didn’t when initially testing. There will probably be some permissions errors where users get too much/little access to areas of Salesforce. At this stage, it is up to the implementations team to keep everybody happy and get them all through this learning curve.