March 2025 – Salesforce Silver

Why You Should Consider the Salesforce Sales Representative Certification

by Simone

As a Salesforce Admin, I know that understanding the fundamentals of sales is key to helping your team succeed. That’s why I decided to take the Salesforce Sales Representative Certification.

This certification is perfect for anyone who wants to deepen their understanding of the strategies that make sales teams tick. It helped me test my knowledge of the essential which drive a sales team’s daily activities. I also refreshed my knowledge about sales methodologies.

The exam focuses on everything from managing records to using Salesforce reports to analyse sales performance. It really gave me a solid grasp on sales methodologies and topics like Relationship selling. It’s not just about the technical side of Salesforce, but understanding how it helps sales teams succeed.

This certification will sharpen your insights. It will help if you’re an admin or working closely with sales. It will also help you understand your team’s needs even better. It’s not just about learning to use Salesforce. It’s about knowing how it can make your sales team’s life easier and more efficient.

If you want to level up your Salesforce skills, pursue the Salesforce Sales Representative Certification. I highly recommend it to get a better handle on sales operations. It’s a valuable resource that’ll help you support your team in the best way possible. Go for it – you’ll thank yourself later!

Useful Notes

Conditional Formatting in Salesforce: Making Life Easier (with ”)

by Simone

If you’re just starting to explore Salesforce’s Dynamic Forms, you’re in for a treat! One of the most magical (and time-saving) features is conditional formatting. Think of it as your personal assistant. It ensures your users don’t get caught by pesky validation rules. They are protected before they even get a chance to hit “Save.”

Let’s break it down with a simple example: When you fill your Salesforce Leads with data from another tool – like a Marketing tool, not all fields have a value. But have you ever had a field, like the Title of a Lead, that your users must fill out before converting the Lead? Well, Salesforce has your back! With conditional formatting, you can set a little warning symbol to pop up if someone forgets to fill it in. No more waiting for validation rules to shout at you after you’ve already entered the rest of your info. It’s like having a friend who gently taps your shoulder and says, “Hey, don’t forget about this!”

Now, setting up conditional formatting is straightforward and simple. Click + add ruleset, pick your icon and its colour and apply the conditional formatting. Easy! Easy? Well, let’s talk about something trickier – empty fields. You want this little icon to appear when the field is empty. But then, bam! Salesforce greets you with an error message. Same, when you try to use quotation marks (“”), Salesforce won’t have it.
Yet, single quotation marks (”)? Smooth sailing!

But oh, and don’t get too excited if you’re dealing with picklists. Unfortunately, any quotation marks won’t save you here unless you go through each choice and add “not equal to.” It’s a chore if your picklist is long, but hey, at least you’ll be super thorough.

In short, Salesforce’s conditional formatting can save you time. It prevents errors and makes your records look snazzy. It does all of this while keeping things simple and user-friendly. Go ahead, give it a try! Your users will thank you.

Salesforce Learning

Salesforce UX Designer – is in the bag!

by Simone

Guess Who’s Now a Certified Salesforce UX Designer? 🙌

Still sticking to my New Year’s resolution to study more in 2025!

One of my main driving factors for pursuing this certification was my passion for making Salesforce more intuitive and user-friendly. And now, I’m officially a Salesforce User Experience Designer!

Let me tell you, preparing for this exam was a bit of a rollercoaster. There were moments of absolute confidence (I’ve got this!) followed by sudden waves of doubt (Wait… am I really ready for this?). I used the Focus on Force study guide and exam questions to learn for this certificate. One tip: go through the Salesforce SLDS Guides! I encountered more questions about SLDS-related topics on the test than I did in the Focus on Force practice tests!

But in the end, all that prep paid off, and here I am, ready to take on the world of Salesforce UX design!

Collaborating with parcelLab’s brightest minds (aka our awesome developers) helped me understand some of the trickier technical questions on the exam. Their insights were invaluable.

I’m genuinely excited to put this new knowledge to work and continue improving Salesforce for everyone, whether it’s by making interfaces more intuitive or just streamlining the whole experience. I truly believe that user experience can make or break a tool and highly recommend this certificate to get some valuable information how to improve any software design.