I passed the Salesforce.com ADM201 certification exam today. Now that I’ve finally done it, I thought it might be helpful to share the things that helped me be successful with those looking to do the same.
I received a request to temporarily share 300 child accounts under a single parent account with a second rep so he and the owner could work as a team to do a blitz on the schools within a single school district. Here’s what I did to make the magic happen quickly.
When I was a new Salesforce.com admin, struggling on my own to figure out the ins and outs of the platform, one of the topics that vexed me the most was record and object security. It took me a long time before I fully understood “who sees what” in Salesforce.
The other day, I was asked to find a solution for our field reps that would simplify the process of adding a completed task to their activities when they visited one of our retail stores. The solution I came up with was a simple flow that limited users to a specific set of enterable information.
Due to an onslaught of spam that my hosting provider just can’t seem to get a handle on lately, I’m back to using Google Apps for email with my domain, and that means I’m back to using Mailplane as my app of choice to handle working with email messages.