Emily Call, Author at Salesforce Emily

Posted inin Salesforce Admin

How to Create a New Custom Object Using the Schema Builder

Posted byby Emily Call
June 26, 2023

The Schema Builder in Salesforce is a powerful tool that allows users to visually explore and design their Salesforce data model. It provides a graphical representation of the objects, relationships,...

Posted inin Salesforce Admin

How to Pin a List in Salesforce

Posted byby Emily Call
June 22, 2023

In Salesforce, managing large sets of data and efficiently accessing relevant information is essential for effective CRM (Customer Relationship Management). List views in Salesforce provide a powerful tool for organizing...

Posted inin Salesforce Admin

How to Remove an Opportunity Stage

Posted byby Emily Call
June 21, 2023

In Salesforce, managing sales opportunities effectively is critical for driving revenue and maximizing sales success. Opportunity stages play a vital role in tracking and progressing opportunities through the sales pipeline....

Posted inin Salesforce Admin

How to Turn off Salesforce Classic

Posted byby Emily Call
June 20, 2023

Salesforce Classic, the original user interface (UI) for the Salesforce platform, has been a staple in the CRM world for many years. However, as technology evolves and user expectations change,...

Posted inin Salesforce Certifications

Check your Salesforce Certification Status

Posted byby Emily Call
June 19, 2023

Salesforce certifications are industry-recognized credentials that validate an individual’s knowledge and skills in using Salesforce’s cloud-based CRM (Customer Relationship Management) platform. These certifications are designed to showcase expertise in various...

Posted inin Salesforce Admin

Create a Date of Birth Field (DOB) in Salesforce

Posted byby Emily Call
June 19, 2023

In Salesforce, capturing and managing essential customer data is crucial for effective CRM (Customer Relationship Management). One essential piece of information that is commonly stored and utilized is the date...

Posted inin Salesforce Certifications

How I Passed the Salesforce Administrator Certification Exam + Resources!

Posted byby Emily Call
June 16, 2023

The Salesforce Administrator Certification is one of the first steps you will take to become a Salesforce professional! For many years this certification has been the very first one you...

Posted inin Salesforce Certifications

How I Passed the Salesforce Platform App Builder Certification Exam + Resources!

Posted byby Emily Call
June 14, 2023

The Salesforce Platform App Builder Certification is often classified as the bridge between admin and developer in the Salesforce certification world. It goes into more detail on the data and...

Posted inin Salesforce Certifications

How I Passed the Salesforce Sales Representative Certification Exam + Resources!

Posted byby Emily Call
June 13, 2023

The Salesforce Sales Representative Certification exam is one of the newest certifications offered by Salesforce! They released this in May 2023 and is showing to be a valuable certification to...

Posted inin Salesforce Certifications

How I Passed the Salesforce Business Analyst Certification Exam + Resources!

Posted byby Emily Call
June 11, 2023

The Salesforce Business Analyst Certification is a great certification to understand the most crucial techniques and tools used by business analysts in the agile development process. In 2022 salesforce released...