Organize your Trailhead Superbadges with GitHub and Salesforce DX Trailhead Superbadges are great to apply what you’ve learned in real business cases. However, there is no easy way to retake these Superbadges for now. If you wanted to, you would have to create a new Trailhead account and complete all Superbadges pre-requisites… which is not…
Simplifying Salesforce Profile Maintenance: Strategies for Streamlined User Permissions Salesforce profiles define how users access objects and data, and what they can do within the application. In this post, I’ll share the best practices regarding profiles administration. Reduce the number of profiles as much as possible I believe that one of the main reasons why…
Achieving High Salesforce User Adoption: Best Practices for Revenues Operations Salesforce user adoption is one of the significant challenges Sales Operations faces every day. New business processes don’t worth a penny if users don’t adopt them. Change management is the hardest thing to get right. In this post, I share a few tips to increase…
Designing Effective Business Processes: Creating Synergy between Sales Representatives and Managers If that situation seems familiar to you, then you should review the processes you have designed. On the one hand, sales representatives do not want to fill in information about leads, calls, meetings, quotes, and opportunities in the system. They want to sell. On…
Mastering Salesforce Data Relationships: Using Schema Builder for Effective Reporting Sales Operations needs to understand the company data model before being able to create basic reports and dashboards. When you install Salesforce, there are few standard objects like account, contacts, and opportunities. As the company grows, you’ll need to create dozens of custom objects, and…
The Key to Revenue Projection: Exploring Pipeline Historical Data Pipeline historical data can be hard to get. Salesforce reports mostly show real-time data. Unless you master Salesforce, you won’t be able to retrieve opportunities historical data. Having this data can be quite useful for forecasting, as there is a tight relationship between a consistent pipeline…
How to get started as a Salesforce administrator CRM, quoting, lead generation, social selling, email cadences… a Salesforce administrator needs to master sales tools. As I write, the only CRM I’ve used is Salesforce.com, and I can tell it isn’t easy to learn. In this post, I’ll share few resources I’ve used to develop Salesforce…