Wednesday, December 18, 2019

Helpful Resources to Navigate Salesforce

Here are some helpful tools & resources to help you find your way around Salesforce.


Trailhead is a learning community full of videos and interactive tutorials to teach you how to do everything and anything on Salesforce. Whether you’re an admin, user, developer, or partner, you can learn how to use Salesforce through its free online modules.

System Administrator 

Your system administrator is usually well-versed on Salesforce, and can help you navigate the platform and aid you in any struggle you might be having.  

Salesforce Help Support 

Most Salesforce pages have a “Help for this Page” link that leads you to a help guide specifically geared to the page you’re on.  For general support from within Salesforce, you can click the Help link on the Home page, and type some keywords related to your question into the Search bar. There you will find a list of suggested articles that include Help topics. You can also contact Salesforce support and create a case if you’re having a particular issue. 

Salesforce Success Community 

There’s also the Salesforce Success Community where you can interact directly with other Salesforce users to get the answers you need.  To seek opinions from others in the community, you can search or post a question in the community. Many times you’ll find users with similar issues you might be having, and will find the right solution right away.  


Another method to ask for help from the Salesforce tech community is Twitter. If you’re already a Twitter user, use the #askforce hashtag in your tweet to shout out your question.


You can also check out our blog as well as the FAQs on our website to help you out whenever you get lost. We’ve got plenty of free, handy resources for everyone!

And if you still can’t find what you’re looking for, feel free to contact us by calling (305) 814-7597 or emailing We'll be more than happy to help with any Salesforce need. 

Salesforce 101: The Ultimate Cheat Sheet (Part 2)

In our last post, we gave you the ballpark view of the Salesforce ecosystem, its technology and products. Today, we’re going to take you more in depth into the rabbit hole that is Salesforce operations, and teach you how to easily orbit around the platform.

Okay, so now you’re a Salesforce user. Welcome!

#1: First things first, let’s talk about Salesforce Profiles & Roles.

Within the Salesforce platform, there are different types of profiles and roles assigned to each user in your spaceship or organization. The difference between profiles and roles is that profiles determine what a user can do within the org whereas roles define the data visibility a particular user has. 

Okay, let’s break that down--
Profiles = what a user can do within the org
Roles = what data a user can see

These roles follow a hierarchy and have certain permission settings to ensure that the right people have access to the right data. The users in the highest level of the role hierarchy are those that require visibility to the entire organization. Assigning a profile to a user is mandatory, but a role is optional. 

#2:  Let’s dive into the standard profiles and what their permission settings allow for. 

System Administrator
The System Administrator is one or more individuals in your organization who can configure and customize the application. Users assigned to the System Administrator profile have administrator privileges. Think of this like the Commander-In-Chief of your spacecraft.

Standard Platform User
The Standard Platform User can use custom Salesforce AppExchange apps developed in your org or installed from AppExchange. In addition, they can use core platform functionality such as accounts, contacts, reports, dashboards, and custom tabs.

Standard Platform One App User
The Standard Platform One App User can use one custom AppExchange app developed in your org or installed from AppExchange. The custom app is limited to five tabs. In addition, they can use core platform functionality such as accounts, contacts, reports, dashboards, and custom tabs.

Image result for salesforce standard user profile

Standard User
The Standard User can create and edit most major types of records, run reports, and view the org's setup. They can view, but not manage, campaigns. And they can create, but not review, solutions.

Customer/Partner Community User
The Customer or Partner Community User can log in via a community. Your community settings and sharing model determine their access to tabs, objects, and other features.

Customer Portal Manager
The Customer Portal Manager can log in via a Customer Portal or a community. They can view and edit data they directly own or data owned by or shared with users below them in the Customer Portal role hierarchy; and they can view and edit cases where they are listed in the Contact Name field.

Solution Manager
The Solution Manager can review and publish solutions. They also have access to the same functionality as the Standard User.

Marketing User
The Marketing User can manage campaigns, create letterheads, create HTML email templates, manage public documents, and add campaign members and update their statuses with the Data Import Wizard. They also have access to the same functionality as the Standard User.

Contract Manager
The Contract Manager can create, edit, activate, and approve contracts. This profile can also delete contracts as long as they are not activated.

Read Only

Read Only Users can view the org’s setup, run and export reports, and view, but not edit, other records.

Chatter Only User
Chatter Only Users can only log in to Chatter, and access all standard Chatter people, profiles, groups, and files. Additionally, they can:

  • View Salesforce accounts and contacts
  • Use Salesforce CRM Content, Ideas, and Answers
  • Access dashboards and reports
  • Use and approve workflows
  • Use the calendar to create and track activities
  • View and modify up to ten custom objects
  • Add records to groups

#3 Now, that we’ve covered the basics, let’s talk about navigating this new planet, we’ll call it SpaceForce.    

The first page you’ll see once you log in is the Salesforce mothership aka the home page, which is customized to you. Here you’ll find some variation of the following galactic elements--

Image result for salesforce lightning home page

Tabs help you navigate Salesforce. When you click a tab, the tab’s Home page appears with sections for views, tools, and reports to help you manage your work. Examples of tabs include the Home tab or Object tabs such as Accounts, Opportunities, Campaigns, etc. 

App menu
You can use the app drop-down menu to switch between sets of tabs that are used the most by different types of Salesforce users.

Create New drop-down list 
Choose an item in the Create New drop-down list to create new records in Salesforce, such as accounts, contacts, and opportunities.

Recycle Bin
The Recycle Bin link on the sidebar allows you to restore a record if you deleted it in the past 15 days. 

You can use the calendar to keep an eye on your schedule in Salesforce. With the calendar view icons, you can jump to different time periods and see the calendars of other users or resources.

My Tasks
You can use the My Tasks section to stay on track with all the items on your to-do list.

The Search bar allows you to find information fast in Salesforce by entering keywords. A search results page appears with lists of records that match your search.

Recent Items
You can use Recent Items to open records that you recently visited.

Messages and Alerts
Watch out for Messages and Alerts for important communications from your Salesforce project team or managers.

My Settings
You can modify your personal settings by clicking the My Settings option under the Your Name menu at the top to go to the My Settings page. If you’re an administrator, use Setup to customize, configure, and administer Salesforce.

If you need help, you can click the Help link in the upper-right corner.

#4 Okay Trooper, so now that we’ve covered the homepage, let’s run through your everyday Salesforce operations. 

Track a prospect: 
Click on the Create New Lead item in the sidebar, fill in the record, and then click Save.

Track a company:
Click on the Create New Account item in the sidebar, complete  the record, and then click Save.

Set up parent/child relationships: 
First, create records for parent and child accounts. Click the Edit button on a child account and use the Lookup icon next to the Parent Account field to associate the parent, so you can get a visual display of an organization’s corporate structure. Then click Save to unify the two.

Track a person:
Go to an Account detail page where the person is employed, and click on the Create New Contact item in the sidebar. Complete the record and then click Save.

Establish organization hierarchies:
First, create records for contacts of an account. Then select the Edit button on a contact record and use the Lookup icon next to the Reports To field to associate the manager. Then click Save.

Add a deal:
Go to an Account detail page for the related customer and click on the Create New Opportunity item in the sidebar. Fill in the fields (including the Stage and Close Date fields) and then click Save.

Image result for salesforce set up a task

Set up a task: 
Go to a related record detail page (such as a contact or account) and select the Create New Task item in the sidebar. Fill in the fields and then click Save.

Log a call:
Go to a related record detail page and click the Log a Call button in the Activity History related list. Fill in the fields and then click Save.

Send an email:
Go to a related record detail page (such as a contact or lead) and click the Send an Email button in the Activity History related list. Fill in the fields and then click Save.

Access sales collateral:
Click the Content tab, enter keywords, and then click the Find Document button to search for matching documents.

Manage a campaign:
If you have campaigns and the proper permissions, click the New Campaign button on the taskbar. Fill in the fields and then click Save.

Initiate a customer service inquiry:
Go to a related record detail page (such as an account or contact) and then click on the Create New Case item in the sidebar.

Create a reusable focus list:
Click a relevant record tab and click the Create New View link in the corresponding Views section. Complete the settings for the view and then click Save.

Create a report:
Click the Reports tab and click the Create New Custom Report button. Follow the steps through the wizard and then click the Run Report button when ready.

Export a report:
Go to a report and click the Export to Excel button. Follow the steps to export the report.

Merge duplicate records:
On a Lead detail page, click the Find Duplicates button. For merging accounts, click the Merge Accounts link in the Tools section on the Accounts home page. For merging contacts, go to the Account detail page and click the Merge Contacts button in the Contacts related list. In each situation, follow the steps in the Merge wizard for that specific object to complete the operation.

Transfer a record:
Assuming that you have transfer rights, go to a record detail page and click the Change link in brackets next to the Owner field. Complete the fields and then click Save.

Tired yet? We get it. Salesforce is a lot to digest, especially at the beginning. But don’t worry, we’ve got you covered with all the ins and outs.  

Need Help? 

Here are some helpful tools & resources to help you find your way around Salesforce like a true Trailblazer.

Well that’s it for now! We hope this guide helps you understand how to get started using Salesforce. And if you still need help, don’t hesitate to contact us by calling (305) 814-7597 or emailing As a Silver certified Salesforce Consulting and Appexchange partner, our experienced team will be delighted to help you along your Salesforce journey. 

Tuesday, December 17, 2019

Salesforce 101: The Ultimate Cheat Sheet

Salesforce 101: The Ultimate Cheat Sheet

So you’ve googled Salesforce to find out what it’s all about and might have realized it has a LOT to offer. Where do you even start? Well, we created this cheat sheet for beginners like you to guide you through it all. From understanding what CRM technology is to figuring out which solution is best for you, we’ve got you covered!

The Power of Salesforce 

So let’s start off by explaining what Salesforce is and how it works.

Salesforce is a customer relationship management (CRM) solution that brings customers and companies together. It’s one integrated CRM platform that gives all your departments — including marketing, sales, commerce and service — a single shared view of every customer.

Unlike traditional software, Salesforce is Software-as-a-Service (SaaS) meaning that there’s no installation or hardwire setup required. All you need to do is sign up for the service and log in through a browser, and the software is immediately available, ready for use. With Salesforce, you have a full suite of services at your fingertips, stored on the cloud so you can sleep easily knowing your data is safe and secure, automatically backing up on its own.

Salesforce works for businesses of any size or industry, and gives all departments the ability to share a 360° view of your customers with one integrated CRM platform. It also allows companies to streamline their business processes and manage customer relationships by focusing on sales, service, marketing, and commerce. It keeps your data organized and secure while also presenting reports with effective analytics. Its automation features include tracking leads, managing emails, assigning tasks, notifications, approvals, etc, and so much more. It also handles all customer interactions of an organization through different forms of communication including phone calls, site email enquiries, communities, and social media.

Salesforce helps companies accelerate efficiency and productivity, and ultimately increase revenue and growth by organizing data and automating business processes. With visibility and easy access to data, it’s easier to collaborate and increase productivity. Everyone in your company can see how customers have been communicated with, what they’ve bought, when they last purchased, what they paid, and so much more.

10 Reasons Why Companies Choose Salesforce 

  1. Get more leads, close more deals
  2. Better data management, improved visibility and more access to key insights for better decision making
  3. Efficiencies through automation
  4. Ability to strategically up-sell and cross-sell 
  5. More effective marketing
  6. Accessibility from any location on any device 
  7. Faster deployment and automatic software updates
  8. Cost-effectiveness and scalability 
  9. Better customer experience
  10. Improved team collaboration and time management 

Salesforce Solutions 

Now that you have an idea of what Salesforce is and how it works, let’s talk about its best-selling solutions, which include the likes of Sales Cloud, Service Cloud, Marketing Cloud, Community Cloud & Einstein Analytics.

Sales Cloud
Sales Cloud is a performance management software created for salespeople that optimizes business processes and increases conversions through personalized customer journeys. It is designed as a start-to-end setup for the entire sales process, empowering sales reps to work faster and smarter. It stores and organizes data including leads, accounts, contacts, contracts, opportunities, products, pricebooks, quotes, campaigns, and more. Some of its key features include lead management, sales forecasting, workflows, and email integration. 

Service Cloud
Service Cloud is a platform designed for customer service and support, enabling users to automate service processes, streamline workflows and find key articles, topics and experts to support the agent. It can listen and respond to customers across a variety of social platforms and route cases to the appropriate agent. It also gives agents a 360-degree view of each individual customer by providing AI-powered insights and predictions.  

Marketing Cloud 
Marketing Cloud is a digital marketing software that enables you to connect interactions from any channel or device, and combine customer data and behaviors to create real-time engagement. It includes integrated solutions for customer journey management, email, mobile, social media, advertising, landing pages, content creation, and data analytics. It also allows you to create campaigns and target specific customer behaviors, needs, and demographics. 

Commerce Cloud
Commerce Cloud is a B2B and B2C commerce platform that empowers brands to create intelligent, unified buying experiences across all channels including mobile, social, web, and store. It provides a rich set of capabilities, including marketing, merchandising, content, promotions, customer service, fulfillment, and artificial intelligence.

Community Cloud 
Community Cloud is a social platform designed to connect and facilitate communication among an organization’s employees, partners and customers. It allows users to share information in real time throughout an ongoing conversation, and is beneficial for troubleshooting, human resources management, and collaboration. 

Heroku is a cloud platform that allows companies to build, deliver, monitor and scale apps. It supports several programming languages so developers can build apps in the language of their choice including Java, Ruby, Node.js, Scala, Clojure, Python, PHP, and Go. 

Lightning Platform 
Salesforce has two versions: Classic and Lightning. The Lightning Platform offers more advanced features including customizations and app integrations so you can work faster and smarter. In essence, Lightning Platform is an app development platform that is designed to simplify processes for business users by accelerating development and app performance. It offers low-code to no-code building and automations so you can customize apps for any business need. 

Einstein Analytics
Einstein Analytics provides advanced analytics powered by artificial intelligence that automatically analyzes billions of data combinations to surface predictive insights and prescriptive recommendations. With these analytics, you can create Analytics charts to better visualize and understand your data. Einstein Analytics also allows you to build your own custom, intelligent apps, utilize APIs and SDKs to enhance your app, and connect to third party data sources to view all your data in one place. 

Quip for Salesforce 
Quip is a collaborative productivity software that allows teams to create and edit documents and spreadsheets together as a team. You can embed real-time document collaboration inside Salesforce and communicate via its built-in chat to boost sales productivity and resolve complex service cases faster.  

With myTrailhead, you can empower your team to learn how to use Salesforce in a gamified learning platform customized with your brand and content. You can tailor content to match the roles and needs of your company and increase Salesforce adoption. 

Pardot is a powerful B2B marketing automation to help marketing and sales teams find and nurture the best leads, close more deals, and maximize ROI. It uses data to personalize the customer experience, display targeted offers, and seamlessly develop nurturing and email paths as you uncover new information.

Mulesoft is an integration software for connecting apps, data, and devices in the cloud or on-premises. It allows you to bring data into Salesforce from any third-party system such as SAP or Oracle. 

All of these Salesforce products are available in different editions, so you can choose the edition that’s best suited to your current business size and needs. Bundled by functionalities and different pricing models, these editions put customers in the driver’s seat and gives them the ability to start with the basics and upgrade to more advanced editions as their businesses grow over time. 

Salesforce also offers products tailored to specific industries including— Health Cloud, Financial Services Cloud, Government Cloud, and Philanthropy Cloud. 

Due to its breadth of offerings, Salesforce can be fully customizable to fit any business in any industry. Need an app? Check out the AppExchange, an online marketplace filled with hundreds of pre-built mobile and desktop apps, components and services ready for use. Want to customize your Salesforce solution? Check out Salesforce’s standard features. Looking for something more tailored to your business? Find a Salesforce certified consultant, like us, that can work with you to tailor the whole platform to meet your specific business needs and goals. Whether you’re a global conglomerate or a small business, Salesforce has solutions to help everyone regardless of size or industry. 

Available Salesforce Editions

Essentials (for Small Business)
Designed for companies who need 10 users or less, this edition includes intuitive walk-throughs and a setup assistant to get you up and running as quickly as possible. Plus it comes with an easy-to-use user interface (UI) and administration tools that let you customize your deployment as you grow.

Professional (for Mid-Size Businesses)
Professional is the go-to for businesses who need full-featured CRM functionality. This edition offers a straightforward and easy-to-use customization, integration, and administration tools to facilitate any small to midsize deployment.

Enterprise (Most Popular for Large Businesses)
Enterprise is deeply customizable and allows for a substantial number of users, meeting the needs of large and complex businesses. It includes advanced customization and administration tools so you can support large-scale deployments as well as access to Salesforce APIs so you can easily integrate with back-office systems.

As the name suggests, this edition grants you unlimited CRM power and support across the entire enterprise through the Lightning Platform so you can maximize your success. It grants you new levels of platform flexibility for managing and sharing all your information on demand as well as Premier Support, full mobile access, unlimited custom apps, increased storage limits, and other advanced features.

Developer (for Developers)
Developer edition was designed specifically for developers, giving them the freedom to extend Salesforce, integrate with other applications, and develop new tools and applications. It includes access to the Lightning Platform and APIs as well as to many of the features available in Enterprise Edition.

AppExchange & Integrations 

As we mentioned above, Salesforce has its own app marketplace where you can purchase and integrate apps. The AppExchange is a sharing interface that allows you to browse and share apps and services for the Lightning Platform. Think of it like Salesforce’s version of the App Store. You can download and install third party integrations directly into your organization.  

Some of Salesforce’s most popular integrations include: 
  • Google Cloud
  • Google Analytics 
  • Facebook
  • LinkedIn
  • Outlook 
  • Slack
  • Quickbooks
  • Dropbox
  • MailChimp 
  • DocuSign
  • Jira
  • HelloSign
  • CodeScience 
  • Eventbrite

Need help selecting the best Salesforce solution, app or edition for your business? Call us at (305)814-7597 or say We’d be happy to help!

Friday, December 13, 2019

The Salesforce ABC's

The Salesforce ABC’s
When you’re new to Salesforce, it’s easy to get lost in the lingo. There’s just so much information to digest that it can be overwhelming and frankly, exhausting. That’s why we created this handy glossary guide, to help you understand the terminology as you embark on your Salesforce journey.

In this list, we’ve included the most common key terms that you’ll encounter at the very beginning of your Salesforce experience. As you get further down your learning path, we’ll provide you with more advanced terms (lists coming soon), so that you can learn as you go.


An account is an organization, company, or consumer that you want to track—for example, a customer, partner, or competitor.

Administrator (System Administrator)
One or more individuals in your organization who can configure and customize the application. Users assigned to the System Administrator profile have administrator privileges.

The AppExchange is a sharing interface from Salesforce that allows you to browse and share apps and services for the Lightning Platform. Think of it like Salesforce’s version of the App Store. You can download and install third party integrations into your organization.

Articles capture information about your company’s products and services that you want to make available in your knowledge base.           


A marketing initiative, such as an advertisement, direct mail, or conference, that you conduct in order to generate prospects and build brand awareness.

Communities are customizable public or private spaces for employees, end-customers, and partners to collaborate on best practices and business processes.

Customer Relationship Management (CRM) 
A technology for managing all your company’s relationships and interactions with customers and potential customers. A CRM system gives everyone — from sales, customer service, business development, recruiting, marketing, or any other line of business — a better way to store, access, and manage all customer data.


A dashboard shows data from source reports as visual components, which can be charts, gauges, tables, metrics, or Visualforce pages. The components provide a snapshot of key metrics and performance indicators for your organization. Each dashboard can have up to 20 components.

Developer Edition
A free, fully-functional Salesforce organization designed for developers to extend, integrate, and develop with the Lightning Platform. Developer Edition accounts are available on


Einstein Analytics 
Advanced analytics powered by artificial intelligence that automatically analyzes billions of data combinations to surface predictive insights and prescriptive recommendations.

Enterprise Edition
A Salesforce edition designed for larger, more complex businesses.

External User
External users are users with Community, Customer Portal, or partner portal licenses.


Categories to organize data objects on Salesforce similar to the columns in a spreadsheet. Every standard and custom object has fields attached to it. Example of standard fields include identity, system, name and address.

Projections of sales based on the organization’s fiscal year.


A group is a set of users. Groups can contain individual users, other groups, or the users in a role. Groups can be used to help define sharing access to data or to specify which data to synchronize in Salesforce for Outlook configurations or Lightning Sync configurations. Users can define their own personal groups. Administrators can create public groups for use by everyone in the organization.

Group Edition
A product designed for small businesses and workgroups with a limited number of users.

Global Search 
Search for more records and fields in Salesforce from the header search box. Global search keeps track of which objects you use and how often you use them, and arranges the search results accordingly. Search results for the objects you use most frequently appear at the top of the list.


A cloud platform that allows companies to build, deliver, monitor and scale apps.

Highlights Panel
A customizable table of up to four columns and two rows that appears at the top of every primary tab in a Salesforce console. It lets you view key information about records at a glance.

Home Tab
Starting page from which users can choose sidebar shortcuts and options, view current tasks and activities, or select another tab.


The server that your organization lives on.

Interaction Log
An area in a Salesforce console where you can jot notes about the main record you’re working on without clicking a button, viewing a new tab, or scrolling to the Notes & Attachments related list. Interaction logs are archived on the Activity History related list for easy review and retrieval. Administrators can customize interaction logs to include task fields.


Knowledge Agent
Salesforce uses this term to represent a specific type of user. Knowledge agents are article consumers in the internal Salesforce Knowledge app. These users can access the Articles tab to search for and view articles, but they cannot create, edit, or manage articles.


A lead is a sales prospect who has expressed interest in your product or company.

A file repository in Salesforce CRM Content.

Lightning Platform 
An app development platform that is designed to simplify processes for business users by accelerating development and app performance.

List View
A list display of items (for example, accounts or contacts) based on specific criteria. Salesforce provides some predefined views. In the Agent console, the list view is the top frame that displays a list view of records based on specific criteria. The list views you can select to display in the console are the same list views defined on the tabs of other objects. You cannot create a list view within the console.


Marketing Cloud 
A digital marketing software that allows you to connect interactions from any channel or device, and combine customer data and behaviors to create real-time engagement.

Marketing User
One or more individuals in your organization who can manage campaigns. Administrators can designate someone as a Marketing User by selecting the Marketing User checkbox in the user’s personal information. Only marketing users can create, edit, and delete campaigns or configure advanced campaign setup. With additional user permissions, marketing users can use the Data Import Wizard to add campaign members and update their status.


Navigation Tab
A tab with a drop-down button in a Salesforce console that lets you select and view object home pages.


An object allows you to store information in your Salesforce organization similar to a tab on a spreadsheet. The object is the overall definition of the type of information you are storing. For example, the case object allows you to store information regarding customer inquiries. For each object, your organization will have multiple records that store the information about specific instances of that type of data. For example, you might have a case record to store the information about Joe Smith’s training inquiry and another case record to store the information about Mary Johnson’s configuration issue.

Opportunities track your sales and pending deals.

Organization (Org)
A deployment of Salesforce with a defined set of licensed users. An organization is the virtual space provided to an individual customer of Salesforce. Your organization includes all of your data and applications, and is separate from all other organizations.

Individual user to which a record (for example, a contact or case) is assigned.


A group of Lightning Platform components and applications that are made available to other organizations through the AppExchange. You use packages to bundle an app along with any related components so that you can upload them to AppExchange together.

A powerful B2B marketing automation to help marketing and sales teams find and   nurture the best leads, close more deals, and maximize ROI.

Partners are the companies with which you collaborate to close your sales deals. For each opportunity or account you create, the Partners related list allows you to store information about your partners and the roles they play in the opportunity or account. A partner must be an existing account within Salesforce. Selecting a partner role automatically creates a reverse partner relationship with the associated account so that both accounts list the other account as a partner.

A permission is a setting that allows a user to perform certain functions in Salesforce. Permissions can be enabled in permission sets and profiles. Examples of permissions include the “Edit” permission on a custom object and the “Modify All Data” permission.

Personal Edition
A Salesforce edition designed for individual sales representatives and single users.

Calculated amount of open opportunities that have a close date within the quarter. Displays on forecast detail and edit pages. For managers, this amount includes open opportunities for them and their entire team.

Professional Edition
A Salesforce edition designed for businesses who need full-featured CRM functionality.

A profile controls what a user can do in Salesforce. Each user is assigned a profile.


QuickStart Package
A Salesforce implementation package that consists of a fast track deployment, basic system configuration and set up, data migration, and essential training. It’s best for small businesses looking to get started with Salesforce quickly and efficiently for a single group of users. QuickStart Packages are available for Sales Cloud, Service Cloud, Customer Communities, and Marketing Cloud.


A single instance of a Salesforce object similar to the horizontal row of a spreadsheet. For example, “John Jones” might be the name of a contact record.

Record Type
A record type is a field available for certain records that can include some or all of the standard and custom picklist values for that record. You can associate record types with profiles to make only the included picklist values available to users with that profile.

A connection between two objects, used to create related lists in page layouts and detail levels in reports. Matching values in a specified field in both objects are used to link related data; for example, if one object stores data about companies and another object stores data about people, a relationship allows you to find out which people work at the company.

A report returns a set of records that meets certain criteria, and displays it in organized rows and columns. Report data can be filtered, grouped, and displayed graphically as a chart. Reports are stored in folders, which control who has access. See Tabular Report, Summary Report, and Matrix Report.

Assigned responsibility of a user, partner account, or contact for specific accounts and opportunities. Administrators can define user roles in Setup. Individual users can assign specific partner and contact roles for accounts and contacts.


Sales Cloud 
Sales performance management software created especially for salespeople that optimizes business processes, increasing conversions. It is designed as a start-to-end setup for the entire sales process.

Salesforce Connect
Salesforce Connect provides access to data that’s stored outside the Salesforce org, such as data in an enterprise resource planning (ERP) system and records in another org. Salesforce Connect represents the data in external objects and accesses the external data in real time via Web service callouts to external data sources.

Salesforce Console
The Salesforce console is designed for users in fast-paced environments who need to find, update, and create records quickly. It improves upon the Agent Console in the Console tab by displaying records and related items as tabs on one screen.

Service Cloud
A platform designed for customer service and support, allowing users to automate service processes, streamline workflows and find key articles, topics and experts to support the agent.

A menu where administrators can customize and define organization settings and Lightning Platform apps. Depending on your organization’s user interface settings, Setup may be a link in the user interface header or in the dropdown list under your name.



The free online learning community that teaches you how to use Salesforce.


Unlimited Edition
Unlimited Edition is Salesforce’s solution for maximizing your success and extending that success across the entire enterprise through the Lightning Platform.


A simple, tag-based markup language that allows developers to easily define custom pages and components for apps built on the platform. Each tag corresponds to a coarse or fine-grained component, such as a section of a page, a related list, or a field. The components can either be controlled by the same logic that is used in standard Salesforce pages, or developers can associate their own logic with a controller written in Apex.

Friday, November 15, 2019

Your Most Essential Guide to Dreamforce 2019

It’s that time of the year again! Dreamforce 2019 is back and better than ever. We can't wait to experience all that’s in store this year. If you’re not familiar with Dreamforce, it’s the biggest highlight of the year in the Salesforce world. It’s a four-day tech conference where 170,000 Trailblazers, partners, customers, and employees from all over the globe meet up to learn, inspire, give back, and of course have fun. This year’s event starts Tuesday, November 19 - 22 at the Moscone Center in San Francisco.

Whether you’re a small company or a Fortune 500, there’s so much to learn and experience at Dreamforce including Salesforce’s latest technologies, keynotes, sessions and workshops, and more. That’s why we organized this guide to help you navigate your way through this extravaganza and catch the best speakers and coolest parties. Whether it’s your first or 12th time, here’s your most essential guide to Dreamforce 2019.  

Speakers Each year, Salesforce gathers the world’s most inspiring leaders and invites them to share their ideas for a better tomorrow. This year’s lineup includes-
  • President Barack Obama
  • Tim Cook, CEO of Apple
  • Emilia Clarke, Actor and founder of SameYou
  • Megan Rapinoe, World Cup and Olympic Champion
  • Phumzile Mlambo-Ngcuka, UN Under-Secretary-General & Executive Director of UN Women
  • And many more!
Find the full line-up here

Dreamforce 19 kicks off on Tuesday at 10am with co-CEOs, Marc Benioff & Keith Block’s keynote.  You can tune in to the live stream here.

Sessions & Workshops There are more than 2,700 sessions planned for this year’s event. These breakout sessions, vary in format and include everything from marketing to financial services. Meet with Salesforce product teams and learn from leaders on how to solve complex business challenges and move your business forward. Locations include:

Trailhead Zone
Explore the Trailhead Zone and meet with community leaders and product experts to gain insight on how you can best engage your customers. Watch demos on the latest Salesforce solutions and see how Trailhead can help you refine your skills. 

Customer Success Expo and Campground
Engage with Salesforce through product demo stations, theater presentations, and hands-on workshops. Test drive thousands of customer success solutions, talk to Salesforce product experts, and meet with hundreds of partners offering trailblazing ways to help you drive your business forward. 

Breakout sessions start Tuesday, November 19, at 8:00 a.m., and end on Friday, November 22, at 2:00 p.m. Make sure to book your sessions with the agenda builder here 

Trail Maps Whether you’re interested in customer support or commerce, or work for a small business, there’s a trail map for you. Find the right one that applies to you so you can check out the sessions that interest you! Find trail maps here. Salesforce Events App The Salesforce Events App is your best tool for finding your way around Dreamforce. Here you can manage your agenda, keep up with all the events going on, and find resources for getting around the city. Make sure to download the app from the App Store (iOS) or Google Play (Android).  

Trailhead Bootcamp & Certification If you’re interested in expanding your Salesforce skills, check out the Trailhead Bootcamp. The bootcamp features a series of in-depth classes taught by expert instructors of Team Trailhead right before the start of Dreamforce. To learn more or register, click here. You can also get 50% off your Salesforce certification when you take it onsite at Dreamforce. To do this, you simply add a certification session to your Dreamforce registration. Exam sessions start the Monday before Dreamforce kicks off and runs throughout the week. Give Back Because giving back to the community is one of Dreamforce’s core principles, there are plenty of opportunities for you to roll up your sleeves and get your hands dirty. Check out Dreamforest to learn about all the ways you can give back. You can also stop by the Future Trailblazer Challenge at Kids Coding Camp (Wednesday, 11:00 a.m.–12:00 p.m.) and sign up for speed networking during the Future Executive Summit (Friday, 10:00 a.m.–12:00 p.m.) 

Dreamforce Parties Monday, November 18th SFDO Partner Appreciation Happy Hour If you’re a Salesforce partner, you’ll definitely want to be here. Anaplan is hosting a partner appreciation happy hour that’ll give Salesforce partners an opportunity to connect, learn, and inspire each other. The happy hour is Monday, November 18 at 4:00pm. To learn more, click here. Karaoke for a Cause PepUp Tech has organized Karaoke for a Cause to help support tech training programs for underrepresented children and adults across the United States. The event takes place on Monday, November 18th, 2019 at 7:30pm at Pandora Karaoke, and will feature drinks, food, and great company including special guest Bret Taylor, the President and CPO at and co-Founder of Quip. Whether you’re down to sing the night away or just have fun meeting new people, you don’t want to miss it - RSVP here.

Simplus Power Up Party
Kickoff Dreamforce at the Simplus Power Up party on Monday, November 18 at Cityscape at The Hilton Union Square from 8:00pm to 10:30pm. The event features food, drinks, and great views of San Francisco as well as a Zen Room for massages, shoe shines, and more. Get on the list here

Tuesday, November 19th Dreamforce Newbie Reunion Breakfast Start off your first morning at Dreamforce with a breakfast of champions! Meet up with the Salesforce Ohana and enjoy breakfast on Tuesday morning before the Dreamforce madness begins. All proceeds will be donated to Project Night Night, a nonprofit dedicated to helping homeless children. The breakfast will take place on November 19 at 6:30 am to 8:30am at Sears Fine Food. Buy your ticket here. party is throwing a party to benefit GLIDE, a San Francisco-based organization focused on breaking the cycles of poverty and marginalization. This year’s theme, Roaring Twenties will feature a speakeasy vibe, offering a full bar with themed entertainment and a dessert bar all night long. The event takes place on Tuesday, November 19 from 8:00pm to 11:00pm at the Galleria Design Center. Buy your ticket here before it’s too late. 

Conga Silent Disco Check out Dreamforce’s premier silent disco on Tuesday, November 19 from 7pm to 11pm at the Thirsty Bear Brewing Company. Enjoy complimentary food and drinks while dancing to sets from multiple DJs. Get on the list here. Wednesday, November 20th Dreamfest Dreamfest is the biggest party at Dreamforce. It’s a mix of a party, music festival, and fundraiser benefit all in one, supporting the UCSF Benioff Children’s Hospitals. This year’s headliner is Fleetwood Mac. The party takes place on Wednesday, November 20 from 6:30pm to 10:30pm at Oracle Park, and will have guests rock and rolling the night away. To find out about more Dreamforce parties and events, check out this list. If you’re planning to attend Dreamforce, come say hi to the SkyPlanner team! We’ll be there all week and would love to connect with you and learn about how we can help you get the most of your Salesforce experience.

Monday, August 19, 2019

SkyPlanner Named One of Inc.’s 5000 Companies

“There’s fast growth and then there’s Inc. 5000 fast-growth.” Last week, Inc. magazine unveiled its 2019 list of America’s fastest-growing and most inspiring companies to watch. We are thrilled to announce that for the first time in our history, SkyPlanner has been recognized as an innovator on a national platform. No small feat, Inc. 5000’s list represents a unique look at the most successful privately-held small businesses within the American economy, and once featured companies like Microsoft, Dell, Timberland, LinkedIn and Domino’s Pizza, before they achieved the international-scale exposure and popularity they enjoy today. 

“We are truly humbled and honored to be named one of Inc.’s 5000 companies this year,” expresses Rene Garcia, Co-Founder and Managing Director of SkyPlanner. “And we couldn’t have done it without the hard work and dedication of our amazing team-- this accomplishment is a testament that together, we can achieve anything. We hope this award serves as a source of inspiration-- for our team, partners and community-- so that we may continue to think differently, dream big and work tirelessly to create a future filled with possibility."

The Inc. 5000 has become the hallmark of entrepreneurial success, and it’s an honor to be recognized as one of the most successful independent companies in America. Eight years ago, we had a dream to help entrepreneurs like ourselves do more with their businesses. Today, we are awed by the results. It’s inspiring to see what true dedication, hard work and passion can do in such a short period of time. And although our mission has evolved to include leveraging the power of Salesforce to help companies, big and small, transform their businesses, we know that we are on the right track. And we know that together, we can do the impossible. 

“The companies on this year’s Inc. 5000 have followed so many different paths to success,” said Inc. editor in chief James Ledbetter. “There’s no single course you can follow or investment you can take that will guarantee this kind of spectacular growth. But what they have in common is persistence and seizing opportunities.”

This is the first time in our young history, that our work is recognized on a national scale, but it certainly won’t be the last. We look forward to serving our Clients with continued excellence and to celebrating many more achievements like this in the near future. 

Wednesday, July 24, 2019

Salesforce Basecamp for Service: Top 5 Trends to Watch Out For

Last week we attended the Salesforce Basecamp for Service at the Hilton Miami Downtown and boy was it an incredible experience! The event showcased how Service Cloud can help companies empower their service teams with automation, embrace digital channels, and elevate their workforce. It featured Service in Action, delivered demos and included two theater sessions focused on Digital Engagement, Einstein Bots & AI Analytics, with keynote speakers including--
  • Michael Maoz, Senior VP of Innovation Strategy @Salesforce
  • Dave Gearhart, VP of Service Cloud - East Region @Salesforce
  • Ben Irvine, Senior Director of Product Marketing, Service Cloud @Salesforce
who spoke to the importance of leveraging service as a key differentiator in business. The event also included a panel of local customer service Trailblazers who shared firsthand tips about driving customer success with Salesforce. 

The future of customer service is evolving. With technology such as Business Intelligence (BI) and Artificial Intelligence (AI), there are so many ways you can enhance the service experience for your customers. Here are the top 5 #CustomerService trends to watch out for in the next couple of years: 

1) Unified Customer Experience 

Service impacts every moment of customer interaction, that’s why it’s important to deliver a unified customer experience. Every moment is an opportunity for service. Businesses must evolve and become customer companies, making service their foundation. They need to reinvent themselves and their ecosystems to create new forms of customer value. It’s not about focusing on what other businesses are doing, it’s about focusing on what other businesses are doing well to serve their customers. 

“First focus on the needs of the customer, not on the competition.” 
- Michael Maoz

A customer uses an average of 10 channels for service; one way companies can elevate the customer experience is by automating routine customer interactions and enhancing every digital channel with service bots. They should also leverage technology to optimize existing operating model and business processes. 

2) AI Everywhere 
AI has a growing role in service, particularly for use cases such as chatbots, text & voice analytics, and more. Customers are already using AI everyday, case in point, Amazon’s Alexa. AI analyzes massive amounts of data to give evidence-based suggestions. For example, with Einstein Analytics for Service Cloud, you can automate processes, enable personalization, and gain key insight about your customers. More and more, you’ll see companies adopt AI for their service and support teams. In fact, AI adoption is expected to surge by 143% over the next 18 months. 

Dave Gearhart, Erin Wilson, and Michael Maoz share their Service Cloud tips. 

3) Contextually Precise Personalization

Personalization is key to great customer service. It’s your company’s responsibility to anticipate what your customers need before they reach out, and assist them right away. With each generation, connection means something different to everyone, but BI and AI help businesses tailor messages in order to establish that special connection with their customers regardless of age, profession, or interests. 

“Your customers expect you to know why they’re contacting you.” -  Ben Irvine 

Not only do we need to personalize agent services, but we also need to offer personalized self service so customers can help each other as well. Humans are highly influenced by recommendations from what to watch on Netflix to where to travel to by Airbnb. With AI, recommendation algorithms will deliver precise personalization that will assist in service and sales.  

4) Evolving Workforce 
The workforce is changing. In fact, 80% of the global workforce, (2.7 billion people!) today does not sit at a desk. And with technology coming into play, the role of agents is becoming more strategic now than ever, resulting in the upskilling of the workforce. AI, for instance, is empowering agents to transition into elevated roles. The agent’s job now is focused on understanding the customer and delivering an exceptional experience while also building and maintaining long-term customer relationships. Companies need to adopt a unified agent workspace so that their agents are situationally aware and can respond fast to unplanned events.  

Theater Session on AI + Analytics for Intelligent Customer Success 

Engaged employees are the key to customer experience excellence. That’s why we need to automate routine customer interactions, and assist and educate agents so that they’re well prepared to tackle each customer interaction on a personalized basis and treat it in the unique manner the customer demands.  

5) New Age of Service
The future of service is here and there are so many more exciting changes to come. Don’t believe us? Just check out these 7 fascinating predictions by Salesforce:

By 2022...
  • 75% of service/support interactions will not involve a case.
  • the majority of customer service/support engagements will involve mobile messaging, WhatsApp and WeChat, driven by machine learning bots.
By 2023...
  • Up to 50% of support interaction will be carried out by customers using a speech-driven, AI-based application.
  • Over 75% of customer engagement resolutions will come from recommendations curated based on advanced CBR (case-based reasoning) AI inside of a knowledge management system. 
By 2024...
  • Customers will expect the business to understand their reasons for contacting you before a customer support request is initiated. 
  • Data visualization of real time information will be a standard tool for Customer Service supervisors and managers.
And over the next 5 years...
  • Consumer Electronics Control (CEC) systems will support ‘multi-business’ processes.  

Stay up to date on the latest in Service Cloud: 

Have a project in mind? Get started today!

Wednesday, July 17, 2019

Salesforce Miami User Group is Back

Hey Trailblazers! We’re so excited to announce the summer edition of our #SalesforceMiami User Group taking place on Wednesday, August 14th from 5pm-8pm at the Cambridge Innovation Center (CIC Miami).  

The event will feature talks about what’s new at Salesforce, best practices, tips & tricks and product demos. Guests will have the unique opportunity to meet community members, hangout with local Trailblazers and make some awesome new friends.

This is our second User Group event of the year, and will be hosted by our very own Co-Founder & Managing Director, Jorge Fernandez. If you haven’t had the chance to attend one of our events, we recommend you stop by this one and get to know your #SalesforceMiami community. We’re a lively bunch excited to exchange ideas, support one another and talk about all things Salesforce. 

“Our goal with the Salesforce Miami User Group is to come together as a community, not only to share information but also to inspire each other, “ expresses Jorge. “We’ve been hosting these events since last July and have had a lot of fun bringing the community together.”

Our Salesforce Miami User Groups were created as a place where everyone is welcomed to learn and ask questions. It’s like the community cloud coming to life. 

“Whether you’re a beginner or advanced admin, we hope to foster an inclusive community that provides value for everyone wherever they are on their Salesforce journey,” adds Jorge. 

Join us for an unforgettable night of networking, happy hour and Salesforce chats. The event is free and open to the public, just make sure you register here.

Stay tuned for our speaker line-up and chats to be announced soon.

We hope to see you there

WHEN: Wed, August 14th, 5pm - 8pm ET

1951 NW 7th Ave #600 
Miami, FL 33136 
*Self-parking is available

Friday, June 7, 2019

What's New at Salesforce: Our Top 5 Highlights from TrailheaDX 2019

Daymel, Tamara, and Diana heating things up at #TDX19
Last week, our very own SkyPlanner team members Daymel, Tamara, and Diana attended Salesforce TrailheaDX, a 2-day developer-focused conference designed for everyone who wants to learn about building on the Salesforce Platform, from advanced admins, developers, architects to beginners who are just getting started with the platform. Hosted in downtown San Francisco, this year’s event featured hundreds of hands-on learning experiences including workshops, technical sessions, certifications, demos, challenges and more; and offered attendees the opportunity to learn from Salesforce engineers, product leaders and developer luminaries, while connecting them with fellow trailblazers from all over the world. All about learning, coming together as one community and giving back, this annual conference is an epic celebration of everything Salesforce.

Our team came back raving about the event, describing the energy as electrifying. Everyone was thrilled to be there, excited to help one another and to come together as one Ohana. Salesforce leaders shared insights on the latest and greatest Salesforce products and innovations, showing attendees how Salesforce is blazing a better future filled with opportunities for everyone—businesses and communities alike, all over the world. And Mackelmore and DJ Umami made a surprise appearance — what an experience!

We sat down with the team to collect their top highlights and here’s what they had to say:

1) Blockchain Technology
Blockchain technology was the star of the show at this year’s TrailheaDX. From finance to agriculture, its applications are numerous and absolutely incredible. If you’re unfamiliar with blockchain, it’s a growing list of records of transactional data that’s maintained across several computers that are linked in a peer-to-peer network. The data is immutable, irreversible, and always up to date on all participants’ networks. This creates a democratic system where all transactions are permanent and transparent, holding everyone involved, accountable for their actions.

“We help companies build for the future by making breakthrough technology accessible and easy to use—today we are doing just that with Salesforce Blockchain… Now, companies will be able to create new ecosystems and achieve new levels of interconnectivity through trusted partner networks.” said Bret Taylor, President and Chief Product Officer at Salesforce.
Keynote: Introduction to Blockchain for CRM

Salesforce Blockchain is a low-code blockchain platform connected to CRM that allows organizations to securely collaborate and share data across a trusted network of partners and third parties. It creates an opportunity for organizations to build blockchain networks, workflows, and apps to better serve customers. With Salesforce Blockchain, organizations will be able to design new business processes and models that bridge sales, service, marketing, and beyond to increase the speed of business, freeing up employees to focus on more high-value work. In addition, blockchain can be used for cases including asset tracking, and credentialing, verification, and authentication of products. Future applications of blockchain include validating the origin and safety of food and pharmaceutical drugs, authenticating high-value items like art or jewelry, securing voting, or moving healthcare records from one provider to another.

An early version of Salesforce Blockchain has been released for designated partners and customers, but will become more widely available in 2020. However, you can still learn the basics of Salesforce Blockchain in this new Trailhead module.

2) Open Source Ecosystem for Lightning Web Components
Salesforce also announced that they will be open sourcing Lightning Web Components -- a huge opportunity for innovation as it opens the door to millions of developers and gives them the access to build apps on the Lightning Platform. Developers everywhere will be able to create web components on the development stack of their choosing. They’ll also be free to code with the same standards-based framework and build applications on any platform, using the tools and open languages of their choice.

“Open source software is a leading accelerant for innovation. With more companies than ever investing in open source, Salesforce is proud to continue its work supporting an open web by empowering developers with an enterprise-ready framework to build the next generation of connected experiences.” said Chris Kelly, Director of Open Source at Salesforce.

This healthy open source ecosystem will foster a world of innovation that will benefit both the community and businesses in different ways. Any developer will be able to contribute and help define the future of development on Salesforce. If you’re a developer, you can get started right away by visiting Lightning Web Components and GitHub.

3) Ruth, the elephant in the room
Image courtesy of Salesforce
Meet Ruth, Salesforce’s charming lady elephant and the newest addition to the Salesforce Ohana! Sassy, with a can-do attitude, Ruth is the expert in all things architecture and will be leading the troops in leveling up their architecture skills. Look out for her on Trailhead and if you’re up for the challenge, try your hand at “Advanced Apex Specialist,” her favorite superbadge. #GirlPower

4) AI & Responsibility
Trailhead launched a new module titled Responsible Creation of Artificial Intelligence that focuses on teaching users how to use and build AI in a responsible manner. One of the biggest challenges with AI is its susceptibility for bias; and the first step in preventing bias is to understand how it works and how it can appear within models and training data.

“We aim to empower developers, designers, researchers, writers, product managers — everyone involved in the creation of AI systems — to learn how to use and build AI in a responsible and trusted way and understand the impact it can have on end users, business, and society.” - Kathy Baxter, architect of ethical AI practice at Salesforce.

With Trailhead’s new module, users will learn how to detect bias and avoid it in their algorithms.The module is designed for everyone from data scientists to business managers alike. This is one step forward to building a better future with AI.

5) Trailmoji

Want to dive even deeper into the Salesforce Ohana? You can now use Salesforce characters to express yourself with Trailmoji. Create and share your own Trailmoji that reflects your personal style, hobbies, and interests. The app also allows you to chat with Trailhead peers during Salesforce events and year-round, share stickers in your favorite apps, and use augmented reality (AR) to create dancing versions of Trailhead characters. You can get started by downloading Trailmoji on the App Store or Google Play.

Altogether, TrailheaDX was one for the books! We came back feeling empowered and ready to make the world a better place. We can’t wait to return to San Francisco and see what’s in store for next year.