How to categorize records in Salesforce

Ok, categorize is probably not the best word, but what else is it? Almost every client wants me to separate/categorize/tag their records, especially accounts and contacts, based on their type (at least). companies: partner, supplier, potential client, existing client, churned client; non-profits: donor, volunteer, patient, major donor. And the question is always – how toRead More…

Spring ’21 Release Notes

Yeah, new release is around the corner (or already in your instance) and with that some short summary of my finding from release notes. 622 pages of disappointment, if you want to hear the most important summary. Sadly, I don’t see much use for majority of the things mention there, but there are exceptions. Flow IRead More…

Einstein Analytics Camp Fire

When I’ve been to London last time, for the CloudCraze training, I found time during evenings and did my Einstein Analytics Advanced Acreditation. And thanks to this „investment“ I’ve been privilige to spend two days in the Salesforce Tower in London last week to attend the Einstein Analytics Camp Fire. And they were two super intensive days, as Ziad packed into them the content of maybe 5 days of regular training. Super intensive and super informative, I don’t remember when I got such overwhelming amount of information in such short time before. A lot of tips included on top of that.

Reporting a Salesforce

27. února od 17 hodin pořádám v Impact Hubu další setkání Salesforce komunity, kde právě tyto věci budeme probírat. Pět zajímavých hostů s přednášky více či méně technickými a více či méně byznysovými.