The New Age of Data Collection is Here: Welcome to FormAssembly Workflow
A streamlined workflow is an integral part of business process automation. A big part of this is efficient data collection with Salesforce and other related products. Recently FormAssembly introduced Workflow as part of their product to take data collection to the next level. I have been a FormAssembly user for
How to Pass Salesforce Strategy Designer Certification Exam
Strategy design plays a crucial role in how a business achieves its goals. Strategy design helps you to transform your strategic vision and objectives into feasible implementation phases via design thinking methods. Any design strategy should address the following: Existing problems and ongoing challenges Current benefits and successes to be
How to Pass Salesforce Business Analyst Certification Exam
Today, I appeared for the Salesforce Certified Business Analyst Certification exam and passed! And, oh yes, I managed to pass it on my first attempt. So, follow along on the ‘Yellow Brick Road’! 👉 As you are here, you may want to check out the How to Pass Salesforce User Experience
Using Lightning Web Component to Show an Alert Banner
Big Idea or Enduring Question: How do you use the lightning web component to display an alert banner on lightning pages to display messages like an upcoming Salesforce/ internal release notification or reminder to finish year-end follow-up meetings with clients? Objectives: After reading this blog, you’ll be able to: Understand
Capture Lead Source in Pardot
Lead source is a vital piece of data you need to assess the value of your marketing campaigns and the lead generation process. Understanding your lead sources and tracking is essential to expanding your business and getting the most out of your digital marketing efforts. Building out buyer personas, tracking
Get Record Id and Object API Name in Lightning Web Component
Big Idea or Enduring Question: How do you access the Id of the current record, current object API Name, and component region’s width when using the lightning web component? Objectives: After reading this blog, you’ll be able to: Access the current record Id in the lightning web component Access the
Salesforce Workflow Migration: How do you actually do it?
My name is Pablo Gonzalez. I’m the creator of HappySoup.io and have been a Salesforce developer for 11 years. Unless you’ve been living under a rock the last few months (and I won’t judge if you have!), you may have heard that Salesforce has plans to retire Workflow Rules and
Check User Permissions for Logged-In User in Lightning Web Component
Big Idea or Enduring Question: How to check whether the current user has specific permission (RunReports) or not to customize a component’s behavior? Objectives: After reading this blog, you’ll be able to: Check standard user permission for the current user Check custom permission for the current user Customize the component’s