Iterate: Talent Stacker Project Revisted
It’s been just over a year since I completed my first Salesforce project as part of the Talent Stacker program. To celebrate what I’ve accomplished and how much I’ve learned over the last year, I’ve decided to redo the original project. I’m documenting some of the work as I go through…
Automatic Week-Over-Week Pipeline Comparison
I recently collaborated with a co-worker to create a solution for tracking week-over-week changes to specific metrics on Opportunities. The client wants to see several specific changes and what the count was for changes either up or down. In addition to these specific metrics that required a custom solution, they also…
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The New Admin Newsletter
Last year, Salesforce released a list of essential skills that every Salesforce administrator should have. I started writing about these skills in a LinkedIn newsletter I published called “The New Admin”. Throughout the summer of 2022, I wrote an article about each skill. Using the format of an interview, I wrote…
Salesforce Certifications
I’ve earned seven Salesforce certifications in just over a year, and have passed each of them on the first try. While some people like to collect certifications without having the experience to back them up, I prefer to earn mine as needed. The only “collectible” cert on my list is the…
Trailhead Journey
I have been using Trailhead by Salesforce since the first day of my Salesforce journey. I’ve completed nearly 500 badges covering a wide range of topics and 23 Superbadges. Trailhead has allowed me to explore Salesforce topics that I don’t get much exposure to in my day-to-day job, allowing me to…
Screen Flows for Life Insurance Company: Adding and Withdrawing Requirements
I was tasked with building two screen flows for a project with a life insurance company. The two flows run on opposite ends of a business process. The big goal was to create two screen flows that could handle adding requirements and removing requirements. This required building logic to determine where…
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Building an Automated Financial Tracking System in Salesforce: From Income to Donations
In order to continue learning Salesforce and having my own org to work on things, I set up a dev org to track our finances and utilities. I started with tracking our income. We have a mix of 1099 and W-2 income, so I started with two record types. This expanded…
Journey to Success: From Certification to Project Leader
In June 2022 I was assigned to a group project with two other Talent Stacker members. We had each recently passed our Salesforce admin certification and were all very new to building anything in Salesforce without the guidance of Trailhead or someone more experienced. This project is the capstone in the…
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