Complete Guide to Tableau CRM (CRM Analytics)
Tableau CRM is a powerful cloud-based analytics and business intelligence (BI) solution on the Salesforce platform. It integrates Salesforce data with external data and provides the ability to analyze...
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Salesforce Data Import Wizard vs. Data Loader
There are many tools available when it comes to importing data into your Salesforce org. The two most common tools are the Data Import Wizard, a tool available within...
Introduction to the Data Import Wizard for Salesforce
When importing data into Salesforce, there are multiple tools available for handling the import process. The first tool that is typically recommended to new Salesforce Administrators is Salesforce’s Data...
Salesforce User Experience (UX) Designer Certification Guide & Tips
The Salesforce User Experience Designer certification exam came out in 2021 and introduced a new Salesforce role: Salesforce Designer. The exam covers core UX concepts such as discovery, accessibility, testing,...
What Is the Difference Between WhoId and WhatId?
Most Salesforce administrators have heard the terms “WhoId” and “WhatId” when working with the Task or Event object. For those not familiar with these terms, perhaps you have heard of...
Salesforce Experience Cloud: What I Wish I’d Known Before Our Implementation
Salesforce Experience Cloud is a great product that provides companies the ability to collaborate with their employees, customers, and partners. If your company is looking to implement Experience Cloud...
Salesforce Person Accounts – Pros and Cons
There are divided viewpoints on Person Accounts in the Salesforce Community . Some view it as a risky or bad option for B2C companies, some support the functionality, and...
Education Cloud Consultant Certification Guide & Tips
Mid-level 3 years Administrator 200 Table of Contents Education Cloud Consultant Introduction The Salesforce Education Cloud Consultant certification exam is one of the newer Salesforce certifications that specializes in...
