Slaesforce FAQ

how to be successful with salesforce winter 17

by Rosanna DuBuque Published 2 years ago Updated 2 years ago
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In Winter '17 you can add products to Opportunities, generate revenue scheduling for said products, create quotes, and change record types, just to name a few. The state of Lightning Experience It's been a year since Salesforce first announced Lightning Experience.

Full Answer

How do you ensure data in Salesforce is managed correctly?

Ensuring data in Salesforce is managed correctly will make everyone’s lives easier! Best practices to assess and improve the quality of your data involve putting in place validation rules, proactively preventing data duplication, and ensuring data is actionable to help users and executives make important business decisions.

Why are Salesforce admins in high demand?

And they’re doing this by building a skill set that is in high demand — a skill set consisting of both business and technical skills. With this diverse set of skills, it’s no surprise that Salesforce Admins all around the world are skyrocketing to success and transforming their careers, companies, and communities.

What skills do you need to be a Salesforce admin?

Being a Salesforce Admin puts you in a really unique position within a company. Having both business and technical skills provides you with the credibility to be an innovation leader at your company. To really excel in this way, you’ll want to continually invest time in developing strong communication skills — both written and verbal. For example:

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What is Salesforce sandbox?

There is even an official Salesforce Admins Twitter handle! 6. Use Your Sandbox. A Sandbox is a copy of your production organization. You can create multiple copies of your organization without compromising the data and applications in your production organization. Sandboxes should be used for EVERY change.

Is Trailhead free to use?

Yes, that’s right! I know it’s hard to believe a time without Trailhead (and we had to walk to school uphill… both ways). But lucky for you, Trailhead exists and is free for you to use – and new classes are being added all the time. You can learn at your own pace and choose the specific skills that mean the most to you.

Why is Salesforce important?

Having a firm understanding of the business and industry in which your company operates is important for Salesforce Administrators because the specific types of activities and business processes that you implement will no doubt be influenced by these. For example, think about how differently a university operates compared to a bank. Both operate under very different rules and regulations, have very different business goals, and serve very different customers. These types of industry factors heavily influence the way a business operates and also the way Salesforce is used and administered.

Why is technical skills important in Salesforce?

Technical skills are important for Salesforce Admins as they will help you work more efficiently within your organization, especially when navigating a complex task or project. As a Salesforce Admin, you’ll want to develop expertise in areas such as database management, security, and compliance.

What are the skills needed to be a Salesforce admin?

An effective Salesforce Admin will proactively apply their knowledge, skills, tools, and techniques to activities aimed to meet business goals and needs. There are many varied and different skills associated with project management. However, here are the six most important ones for a Salesforce Admin: 1 Leadership 2 Task management 3 Scheduling 4 Quality management 5 Planning 6 Execution

Why is field customization important in Salesforce?

Field customization is also another large part of data management because it allows you to tailor your Salesforce instance to your own unique business requirements. Security — Once you’ve set up processes to manage your data, you need to ensure measures are put in place to protect your customer and business data.

What does Salesforce admin do?

Being a Salesforce Admin puts you in a really unique position within a company. Having both business and technical skills provides you with the credibility to be an innovation leader at your company.

When creating an all day event in Lightning Experience, the Start and End date go back by one day?

When creating an All-day Event in Lightning Experience the Start and End date go back by one day, once the "All-day Event" checkbox is selected. The issue occurs when the user's time zone is set to beyond UTC. For example: UTC +1:00, +2:00 etc.

What happens when you switch from Lightning to Classic View?

Switching from Lightning to Classic View fails with Gack instead of a valid error. When a user switch between Lightning to Classic View, all validation rules are run on user object and if any of the Validation rule fails instead of throwing the validation rule error messages a Gack is thrown. Expected...

Why does Lex lightning cause internal server error?

With LEX (Lightning), Some customers may get Internal Server Errors when try to access list views on certain object (s) This is caused by the new feature Picklists (BETA) and allow customer to create global picklist definition without any picklist vaues. and if they deploy by using changeset/package/IDE...

Can you edit product name in Lightning?

In Lightning, when editing a Product on the Product related list on Opportunities, the Product Name field allows you to edit and save the change. However, the change does not actually stick and the field itself should *not* be editable. In Aloha Classic, the field correctly appears as read only.

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