How To · Salesforce Release

Update Multiple Contacts Associated to a Task

This blog post is in response to an inquiry from Ryan Scheibert. Thank you, Ryan. Activities are different beast in Salesforce. There is the Task and Event object. Then, there is a junction object called Task Relation or Event Relation, respectively, which holds the primary contact on the task or event and all the other… Continue reading Update Multiple Contacts Associated to a Task

Dreamforce

My Dreamforce ’19 Sessions

I’m honored to present at Dreamforce for a 4th consecutive year. I love knowledge sharing with the Salesforce ecosystem. I was a featured Trailblazer in the Lightning Keynote, delivered “3 Ways You Can Build Apps on the Lightning Platform” and lastly, did a theater panel “Trailblazing Release Time: How to Navigate and Succeed with Releases”… Continue reading My Dreamforce ’19 Sessions

Certification

How I Studied for the Sales Cloud Consultant Certification Exam

This post covers how I studied for the Sales Cloud Consultant beta exam and the resources I used to become a certified Salesforce Sales Cloud Consultant on August 23, 2019. What is a beta exam, you ask? The Sales Cloud Consultant exam has been around for a while. Occasionally, Salesforce will offer certifications in a… Continue reading How I Studied for the Sales Cloud Consultant Certification Exam

How To

Look It Up in a Flow Screen

(Note: This blog posts only covers how you configure a lookup component for use in a screen flow and how to reference the lookup value selected by the user, and not all the steps to complete the flow.) With Winter ’20, Salesforce introduced a standard lookup component for use in a screen flow. Now, you can… Continue reading Look It Up in a Flow Screen

How To

Using Dependent Picklists in Screen Flows

(Note: This blog posts only covers how you configure a dependent picklist for use in a screen flow and how to reference the picklist values selected by the user, and not all the steps to complete the flow.) With Winter ’20, Salesforce introduced a standard dependent picklist component for use in a screen flow. Now, depending… Continue reading Using Dependent Picklists in Screen Flows

Salesforce Events

I’m Presenting at Dreamforce ’19

If you are attending Dreamforce ’19, please come to my sessions and say “hi.” Register or bookmark these now. [Breakout session] 3 Ways You Can Build Apps on the Lightning Platform| Thurs, 11/21, 9:30-10:10 am | Moscone West, Room 2002 [Keynote session] Lightning Keynote: Build Dynamic Experiences with Low Code | Wed, 11/20, 3:00-4:00pm | Marriott Marquis, Yerba Buena Salon… Continue reading I’m Presenting at Dreamforce ’19