Salesforce Learning – 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!

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.

Salesforce Learning

New Year’s Resolution: Certifications!

by Simone

The past year has been a whirlwind of exciting projects—eliminating technical debt, building complex automations, and streamlining sales processes. It was a year full of collaboration and innovation. But let’s be real—when you’re deep in the day-to-day grind, some goals naturally take a back seat. For me, that was earning more Salesforce certifications.

Then came the wake-up call. You know that moment when you see an email from Focus on Force reminding you that your subscription has expired? Yep, that was me. My Platform App Builder (PAB) study guide and exam access had lapsed, and it hit me like a ton of bricks.

Fast forward to the quiet, reflective days between Christmas and New Year. I decided to use that downtime to recharge and refresh my Salesforce knowledge. I was ready for a challenge and jumped back into the world of exam prep. Those Focus on Force practice exams prepare you for that special knack Salesforce questions and answers have, which make you question everything. For that Focus on Force is the ultimate prep tool for me.

And on January 6th, I officially added the Platform App Builder certification to my Salesforce journey! 🏆 It’s a great reminder that growth doesn’t have to follow a perfect timeline. Sometimes, it’s about making progress when the opportunity arises, even if it’s not part of some grand master plan.

A Quick Tip for the PAB Exam

Now, no spoilers about the exam (we all know the rules!), but I can share a couple of tips:

After a year of working with Salesforce, you should have a solid foundation. If you’ve created or updated Mobile Apps, Lightning Record Pages, used Change Sets, and made reports and dashboards, you already have experience to tackle some PAB questions!
Just passed your Salesforce Admin cert? Keep the momentum going! In my experience, about 60% of the PAB questions overlap with the Admin exam, so you’re already halfway there.

What’s Next for Me?

Next up: UX Designer! 🎨 I’ve started exploring Trailhead and found some similarities with Business Analyst topics like User Stories and Business Process Mapping. I’m curious to see if these connections will appear in the exam.

What about you? What are your goals for the year? Whether it’s earning your first cert or tackling a new one, let’s keep learning and leveling up together! 🚀

Project

Talentstacker Project – Web-to-Lead form

by Simone

A web-to-lead form was among the project’s specifications.

The web-to-lead form you generate in Salesforce right now is ugly. Not at all. In reality, it looks like this:

We didn’t want to submit our proposal with a form that looked like this! I still had some recollection of HTML and CSS from my early WordPress days. I used the Chrome Extension CSS Peeper to gather the Talentstacker colour scheme and took some inspiration from their webform to make one like this:

This web form generates an email in a lead queue that can be accepted by any of the queue team members.

Flow

Talentstacker Project – Flows

by Simone

We handed over our Non-profit-org a few weeks ago. Now that the dust has settled, it’s time for a quick recap.

The project included a brand new NSPS sandbox and three strangers had to form a team. We did receive more than 60 requirements, we did elicit in follow-up meetings. For our project, we used the Agile methodology with JIRA for User Stories and tasks. JIRA was also used to organise our backlog and sprints. We used Confluence for our requirement gathering and clarifications. The User Acceptance Training (UAT) and the user manuals were also written in Confluence. The User tutorial videos were recordet using Loom.

The learning curve for this project was steep.

I was surprised to see so many custom objects. Our team struggled with validation rules in Master-Detail-Relationships, which cost us valuable time. I finally added roll-up-summary fields on the master object. This provided the dynamic counts on the records that our validation rules required.

I found the flows to be the most enjoyable task by far! Since then, I’ve made a few more flows, and I’m in love!

I made a short video of the first record-triggered flow I made for this project:

Salesforce Learning

5 Sticky Note worthy keyboard shortcuts you must know

by Simone

I have to admit, I still need these little cute Sticky Notes on my screen now and then. When I start something new, like swapping my old Windows Laptop for my Mac, I had to write keyboard shortcuts down. For me, it takes praxis to learn new things, especially keyboard shortcuts as I still use Windows during the day and the Mac at Night!

So, here are my keyboard shortcuts for Windows & Mac! And if you have not found it yet, try the Mac screenshot/video tool with Shift + Command + 5!

Salesforce Learning

“Who Sees What?” in Salesforce with Video list

by Simone

Salesforce is very versatile and the setup and configuration are multi-layered. It took me a while to find the “Who Sees What?” Videos from Salesforce Support on YouTube. Unfortunately, they are all over the place, in different languages, and not in the correct order.

Salesforce Support’s Who sees what video series is a godsend! All the videos are sorted and for me now easier to understand. While watching these videos over and over again I have created my own little cheat sheet to help me to remember the most important steps of the Salesforce Security Settings

Happy learning, Trailblazers!

Salesforce Learning

Salesforce Order of Execution – Storyboard

by Simone

Do you struggle to learn the List called “Salesforce Order of Execution” too?

Here is, how I learned it!

You need to learn the Order of Execution, but remembering it from a list is difficult. I hear you! Have you ever heard of the Method of loci?

The method of loci is a strategy for memory enhancement, which uses visualizations of familiar spatial environments in order to enhance the recall of information. The method of loci is also known as the memory journey, memory palace, or mind palace technique.
Wikipedia

I created a Storyboard to remember the Order of Execution!
The list includes Custom Validation, so my story somehow works around an Airport and Customs.