Salesforce Lightning Design System is…
Flexible
Start building immediately, without worrying about detailed specs. SLDS lets you focus on the big picture to deliver the best possible user experience.
Scalable
Manage design at scale, with a living design system that evolves as needs change. SLDS keeps apps, interfaces, and tools consistent no matter how fast the system grows.
Efficient
SLDS saves time and energy, freeing designers and developers to focus on larger issues of usability and meaning. Standardized, reusable components support collaboration, reinforce branding, and provide a consistent look and user experience.
Accessible
Salesforce is committed to creating products that are perceivable, operable, understandable, and robust for all users. All SLDS components include ARIA markup and guidelines to help people with disabilities use and contribute to Salesforce applications.
Living
SLDS is a living open-source design system. Our UX team rolls out new UI updates with every release, expanding the design possibilities while keeping existing applications up to date and running seamlessly.
Platform Agnostic
Use the SLDS CSS framework with any tech stack you can dream up, or take advantage of our guidance on using SLDS with Salesforce technologies including Lightning Web Components, Aura, and Visualforce.
Salesforce Lightning Design System
October 5, 2023Salesforce Field Service
October 5, 2023Excellent free course, which I recommend taking.
Introduction to Field Service Lightning ( FSL ) | EP 1
https://www.youtube.com/watch?v=vVI4tKnhgXw
Field Service Lightning Setup | EP 2
https://www.youtube.com/watch?v=mH8IexKtBl0
Operating Hours and Service Territories | Day 3
https://www.youtube.com/watch?v=BqmH7D709-o
Skill and Work Types/ Work order in FSL | EP 4
https://www.youtube.com/watch?v=9gh4YhWxrBA
Service Resources | EP 5
https://www.youtube.com/watch?v=sD6iyoDklXc
Scheduling Policies in FSL | EP6
https://www.youtube.com/watch?v=GWa4XhnkOqg
Appointment Booking and Emergency Dispatch | EP 7
https://www.youtube.com/watch?v=QjP9aZ2O_7s
Dispatcher Console, Grant Chart and Scheduling Optimizer | EP8
https://www.youtube.com/watch?v=m3bVH1QlMfQ
Status Transitions and Inventory Management | EP9
https://www.youtube.com/watch?v=No_JeH5uVgY
Guided Setup | EP 10
https://www.youtube.com/watch?v=7iJu0VgzdLQ
Service Report and Mobile App Tour | EP 11
https://www.youtube.com/watch?v=LPnirH8ZOuw
Salesforce tools for Data Dictionary
September 1, 2023Toolkit for Salesforce
https://cloudtoolkit.co/
Schema Lister
https://schemalister.herokuapp.com
Field Dumper – Extract Data Model to Excel
https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EJg2hUAD
FieldSpy by Sonar: Field Usage Report | Analyze & Cleanup Unused Fields
https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000GuIM2UAN
Org Dictionary
https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FMkkIUAT
Open-source to help building the Data Dictionary:
SFDC Generate Data Dictionary (GitHb)
https://github.com/gavignon/sfdc-generate-data-dictionary
https://github.com/forcebewithyou/sfdc-generate-data-dictionary
Data Dictionary Generator (DataDicGen) GitHub)
https://github.com/marsson/dataDicGen
Paid External Tools building the Data Dictionary:
Collibra
OneTrust
Spekit
ERBuilder Data Modeler by Softbuilder
A data lineage tool is software that allow you to map, view and inspect the data lineage, some tools are:
Collibra
OvalEdge
Datameer
Conga CPQ
August 2, 2023Conga CPQ drives more profitable sales through accurate and efficient quoting and pricing, no matter the complexity.
Conga CPQ is a critical component of Conga Revenue Lifecycle Cloud, a set of unified products built on Conga Platform that enable you to crush your unique revenue lifecycle complexities and increase revenue certainty. Conga’s open, flexible, and high-performance solution unifies, automates, and standardizes revenue processes across all teams to maximize customer lifetime value.
CPQ Demo (1:46 mins)
https://www.youtube.com/watch?v=SN2b5Qn7jJY
Resources video CPQ from past webinar (>36 mins)
https://conga.com/resources/customer-resources?format=Videos&topic=CPQ
Campaign Member Management
July 18, 2023Campaign reports are only useful if you can trust the accuracy of the data within them when making decisions. Providing your team with an intuitive way to update Campaign Member Status will help improve accuracy and completeness.
◆ Intuitive end-user experience to search, filter, and quickly update Campaign Member Statuses
◆ Designed to work beautifully on a desktop or mobile app, you can take this tool on the road with you for real-time updates at your marketing events
◆ When it’s easy for your team, higher adoption is likely to follow. By having more consistent feedback on Campaign Member Statuses, the data will be more accurate for Campaign Reports and better decision making for future Campaigns.
Salesforce Sales Cloud get connected with Zoom
June 12, 2023Salesforce’s Sales Cloud is the #1 Growth Platform for Digital Sales. Only Sales Cloud 360 connects all of your sales channels and touchpoints, provides a 360 view of your customer, and has embedded AI throughout your sales process, helping you boost revenue and transform customer experiences.
DocuSign Gen for Salesforce
May 27, 2023DocuSign Gen for Salesforce Video
DocuSign Gen for Salesforce Admin Guide Here
I point out these paragraphs related to the creation of tables to summarize the details of the quotes:
Gen XML Toolbox: Learn How to Use Custom XML in Your Word-Based Gen Template
Use Table Column XML Tags in a Word-Based Gen Template to Import Salesforce Data Into Tables
Salesforce Maps
February 10, 2023Basics
https://www.youtube.com/watch?v=DY0ZK2T8BA0
A quick tour of the new product
https://www.youtube.com/watch?v=eTCWZT3HF2I
Tutorial
https://www.youtube.com/watch?v=0XTH41KwVvQ
Configuration Playlist
https://mapanythingtraining.hubs.vidyard.com/watch/vfpkda7H6bJygxhH6rHbtR
Free Public Data Sets For Analysis
January 2, 2023Sources for datasets
Explore publicly available datasets.
Don’t forget to check that the data is well structured!
Salesforce Events
October 3, 2022Event Management: Automate your Conferences and Executive Briefings
Harness the power of the event management app behind SFDC’s award winning conferences, launch events, and seminars. Now includes registrations, Chatter, reports, dashboards and more. Manage public or private events, or even your internal briefing center.
Description
Harness the power of the event management app behind our award winning conferences, launch events, and seminars!
Connect and track events, speakers, venues, rooms, tracks, sessions, registered attendees, budgets, expenses and MDF.
Easy to install and run and fully customizable!
Start logically mapping out, tracking, and executing your event marketing plans using these 9 new custom objects:
-Events
-Tracks
-Sessions
-Speakers
-Venues
-Rooms
-Event Registrations
-Event Expenses
-Event MDF (Market Development Funds)
Once installed you have the absolute power to shape and customize this basic but powerful data model, to fit your business.