Archives

By: Month: March 2019

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Driven to Help People With Saray Rosales

This week on the Salesforce Admins Podcast, we talk to Saray Rosales, Associate Consultant at Now It Matters, with another great PepUp Tech alumni story. We learn how she first met Salesforce as an end user and now is building her career in the platform. Join us as we talk about how she got started […]

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Get Started with Sales Cloud Einstein

AI is here. In the Fourth Industrial Revolution, #AwesomeAdmins, developers, business users, and even your kids have likely come in contact with Artificial Intelligence in some form or another. But, it doesn’t have to be scary (we’ve already disproved the theory about killer robots), and it doesn’t have to be overwhelming either. When it comes […]

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Why Admins Matter With Brian Millham

This week on the Salesforce Admins Podcast, we get to sit down with Brian Millham, President of Global Customer Success and the thirteenth employee ever at Salesforce, to hear some tips on dealing with senior executives and the importance of admins. Join us as we talk about why tough feedback is key to your career […]

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Use Flow Builder to Create a Roll Up Summary Field

Roll-Up Summary fields are an incredibly useful tool in Salesforce. They allow you to create Sums, Counts, and more for objects that share a Master-Detail relationship. However, there are many object relationships that are defined by Lookup fields. A Lookup relationship is more flexible than a Master-Detail relationship, but does not inherit some of the built-in […]

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Data Privacy and Customer Engagement with Salesforce

As a Salesforce Admin, you play an important role in helping your users honor your customers’ wishes for privacy. You know how important regulations, such as the General Data and Protection Regulation (GDPR), are to you and your company. But how do you handle the growing tensions between your customers’ expectations for personalized sales, service, […]

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Build Dynamic Record Pages with App Builder and Advanced Filters ?

Did you know that you can use Lightning App Builder filters to customize which components are displayed on your record pages? You can even use field values from related records including parent records, running user, and permissions! Check out how you can use advanced filters and Standard Components in the App Builder to customize your […]

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The Top 10 Things You Want to Know About the New Flow Builder

Flow Builder is an incredible declarative automation tool that is now available in the Spring ’19 release. There’s so much exciting innovation happening around this product, as well as valuable resources to learn from that I want to share with our community so that anyone can harness the power of this tool. So, whether you’re […]

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Aspire to Be an Admin With Taisha Inesti

This week on the Salesforce Admins Podcast, we’ve got Taisha Inesti, Business Manager at AHRC New York City and PepUp Tech alum. We come to you live from a bar in the NYC Finacial District to talk about her journey into the Salesforce ecosystem who is just getting started. Join us as we talk about […]

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