Salesforce Know How

Why me?

I’ve been working with Salesforce since 2010 – I’ve learned a lot of tips and tricks along the way that I will share with you.

First things first…

If you havent gotten your Trailhead account set up…stop…go directly there and get it set up.

https://trailhead.salesforce.com/

When I first started on Salesforce there were no help articles; there was a support line that I would call into and ask the representatives to walk me through how to create a validation rule and how to setup security. I expect some of them got to know me pretty well with how much I called – to the innumerable number of people I spoke to – thank you.

Where Do I Start?

If this is your first time to Trailhead take the basics.

Here are a few I recommend:

These below were created by Ravi Benedetti.

https://www.ravi.com/guides