Slaesforce FAQ

how to be successful with salesforce winter 19

by Dr. Brisa Von Published 2 years ago Updated 2 years ago
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The Shift+w keyboard shortcut is a simple but very helpful addition to the Salesforce Winter ’19 Release. The screen below will appear for you to confirm your intent. It will help you work more efficiently and clear the clutter from your digital workspace.

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.

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:

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.

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Lightning Experience

Salesforce has reiterated time and time again how it envisions Salesforce Lightning to eclipse Classic and cement itself as the primary Salesforce platform in the near future. This update follows up on that promise with a bundle of new features that enhance the overall Lightning Experience.

Marketing Cloud

Additions to reports that let you fetch them in real time as well as put triggered alerts based on keywords and search terms. Social Studio comes with another feature that lets users put a new Instagram filter from inside Social Studio.

Our Two Bits!

A number of other small feature make up the rest of the Salesforce Winter 19 Release i.e. the ability to see if the customer opened your email or not.

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.

Can you use quick text in Salesforce?

When creating an email, adding a call record, task or event in Salesforce Lightning – you can now use quick text to easily add a pre-formatted section of text that can even contain merge fields. Perfect for a standard email reply that you use often. Now there is a button to insert the quick text, no need to remember a keyboard shortcut to insert it.

Does Salesforce Lightning work on bounced emails?

Salesforce Lightning now provides an indicator when an email has bounced for one of your contacts or leads . If you attempt to send another email to this contact or lead, you will be prevented until the address is corrected.

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.

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