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#Salesforce186 debatiendo

Hi Trailblazer! 👋

I’m a QA Tester with around 5 years of experience, mainly focused on manual testing. I also have experience using Salesforce in my current role, particularly when handling support cases and investigating issues.

I’m now interested in building my career as a Salesforce QA Tester, but I’m not quite sure which path would be best to focus on.

For those already working in Salesforce QA, would you recommend starting with the Salesforce Administrator certification, focusing on Salesforce testing and automation, or taking a different path?

I’d really appreciate any advice on certifications, Trailhead modules, or skills that would help someone with a QA background move further into Salesforce.

Thank you in advance for sharing your experience and advice!

#Beginner #Salesforce Tester
3 respuestas
  1. 10 sept, 15:35

    Hi Hazel, 

     

    Good news: there's a genuine consensus on this from people already in the field, Salesforce Administrator certification first is the right starting point, not a detour. 

     

    Why Admin first, even for QA: 

    Salesforce QA isn't a standalone certification track Salesforce has built out, it's treated as a shared responsibility across Admin, Developer, and Business Analyst skill sets. Practitioners who've built this exact career path (documented by a 15-year QA professional who did this transition) landed on the same conclusion: start with Admin, since it's both a prerequisite for most other certs and gives you the platform fundamentals you need to actually understand what you're testing, objects, permissions, automation, page layouts, not just "click buttons and check results." 

     

    Recommended path, in order: 

     

    1. Salesforce Administrator Certification: Learn declarative configuration, data model, security, and automation (Flow). This is non-negotiable groundwork, you can't test Salesforce apps well without understanding how they're built. 

     

    2. Salesforce Trailhead's Explore Software Testing trail: Covers QA fundamentals specifically applied to Agile, continuous testing, and test management, directly relevant since it bridges your existing QA background with Salesforce terminology. 

    Reference:

    https://trailhead.salesforce.com/content/learn/trails/explore-software-testing

     

     

    3. Salesforce Business Analyst Certification (next step after Admin): Since testing requires understanding requirements and the functional lifecycle, not just executing test scripts, this cert strengthens exactly that muscle, and several QA professionals in the space specifically recommend it as step two. 

     

    4. Test Automation skills (not a Salesforce cert, but essential for career growth): Since Salesforce doesn't have its own automation certification, build skills in Salesforce-aware automation tools like Provar, Tosca, or Selenium with Salesforce-specific frameworks. Job postings for senior Salesforce QA roles consistently list these alongside Salesforce certs, not instead of them. 

     

    Given your 5 years of manual testing experience already, you're not starting from zero, you're adding Salesforce platform fluency on top of testing skills you already have. Admin certification is what converts "I test software" into "I test Salesforce," which is exactly the gap you're trying to close.

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Data 360 Document AI Resources

 

Product Documentation

 

 | Official Salesforce help documentation for Document AI 

https://help.salesforce.com/s/articleView?id=data.c360_a_document_ai.htm&type=5

 

Developer Documentation (APIs)

 

 | Technical API reference for developers implementing Document AI 

 

Agentic Enterprise Solutions Documentation

 

 | Documentation hub for Salesforce solutions 

 

Data Cloud - 256 (Summer '25) Technical Release Enablement - May 2025 

 

Start at 2:12:40 for Document AI content 

 | 

https://datacloud.hubs.vidyard.com/watch/8SWKymzCaKtdVYnjAAnywf

 

 

 

Start at 1:56:19 for Document AI content 

 |  

 

Document AI API - "Hello, World" GitHub Project

 

 | Sample code and API test application for hands-on experimentation 

 

Process Unstructured Data with Document AI 

 

 | Salesforce Developer blog on practical applications 

 

Rise of Intelligent Document Processing

 

 | LinkedIn article on industry trends and Document AI's role 

 

 Video / Demo

 

Documentation

 

 GitHub Repos

TDX Session 

 

@Ananth Anto

 

#Salesforce Developer  #Agentforce  #Data Cloud  #Trailhead  #Trailhead Challenges  #Salesforce

2 comentarios
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Aloha everyone! 

 

We're evaluating Salesforce's native Document Processing feature (under the Automations tab) as a replacement for MuleSoft IDP, which is a significant recurring cost for us and which we're barely using relative to what we're paying for it.  

 

  1. To use Document Processing, we had to activate Agentforce Agents. Does Document Processing usage draw from Agentforce/Data Cloud credit consumption, or is it billed/metered separately?
  2. Where can we actually see this consumption in our org? We can't find a clear place to monitor usage tied to Document Processing specifically.

Much mahaloz, 

Reno Redaja 

 

#Agentforce  #TrailblazerCommunity  #Salesforce  #Data Management  #Automation

1 respuesta
  1. Ayer, 22:33

    @Reno Redaja

     

     

    Document Processing runs as an Agentforce agent action, so it isn't on a separate meter - it draws from your Agentforce Flex Credits (the same metered pool your agent actions use, billed monthly in arrears). Data Cloud has its own Flex Credits for Data Cloud operations, but the agent-action invocation itself is Agentforce credits. 

     

    To see it, go to Setup > Digital Wallet - that's the central, near-real-time dashboard for Flex Credit consumption (agent actions, usage, balances). You won't find a line literally labelled 'Document Processing'; it shows up as the consuming agent's action usage, so read it there by agent/action. You can also add Consumption Threshold Alerts via a Flow to get notified as usage climbs. 

     

    If this helps, please mark it as the Best Answer so it helps the next person - thanks!

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🎥 I've started a YouTube channel — SalesforceDevDaily! 

 

Sharing the concepts, hacks, and lessons I've learned working as a Salesforce Developer — Apex, LWC, and real project tips. 

Channel Link:-

https://youtube.com/@salesforcedevdaily?si=33wpFFurKxhWvBEI

 

 

Subscribe and let's learn together! 🚀 

#Salesforce #Apex #LWC #Trailblazer

4 comentarios
  1. Ayer, 13:47

    Congratulations on starting SalesforceDevDaily! 🎉 This is a great initiative, especially for developers looking to strengthen their Apex and LWC skills with practical, real-world insights. 

    Looking forward to learning from your content and seeing the upcoming videos. Wishing you lots of success with the channel! 🚀👏 

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Hi All, 

 

When sending an email from Salesforce, hovering over a recipient in the To

 field displays only the person's full name and not their email address. 

 

Is there a way to configure Salesforce so that the recipient's email address is also visible when hovering over the name in the To field while composing or sending an email?

Thanks in advance for your help.

 

Please find the image below for a better understanding of my request. 

Salesforce Email

 

Thank you in advance  

 

 

#Trailhead Challenges #Salesforce Developer #Salesforce Admin #Trailhead #Salesforce

3 respuestas
  1. Ayer, 09:02

    Hi @Roopa Sharma -  It’s not possible through standard Salesforce configuration because the recipient hover tooltip in the Lightning Email Composer is part of Salesforce’s standard UI. 

    Salesforce doesn’t expose a setting or Email Action field configuration that lets an admin control what appears in that tooltip. You can configure the email fields such as To, CC, BCC, Subject, and Body, but not the content of the recipient hover popup. 

    So: 

    • Standard configuration: Not possible 
    • Flow: Cannot modify it 
    • Email Action settings: Cannot modify it 
    • Custom LWC: Possible, if you need the email address displayed on hover 

     

    The limitation is with the standard Lightning Email Composer UI, not with the Contact/Lead email field itself. 

     

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拡張メモを共有する際に、共有相手にメールが通知されるようになっています。  

このメールについて、

メールを飛ばさないようにすること

、は可能でしょうか?  

公式には、「

メモを共有する場合、他のユーザーが共有または共有解除できるかどうかを制御します。受信者には、共有メモへのリンクとあなたからのメッセージを記載したメールが送信されます。

」とだけ記載されており、メール通知に関して制御可能かが分かりませんでした。  

 

また、いただいた回答を参考に、設定→ Chatter→メール設定→メールを許可のチェックを外したのですが、メールが通知されるままでした。 

 

#Sales Cloud  #Salesforce  #Salesforce Developer

1 respuesta
  1. 7 sept, 08:45

    同様の議論に基づくと、拡張ノート共有通知はChatterメール通知と連動しているようです。そのケースでは、受信者がChatterメール通知設定で「メール受信」を有効にしている場合にのみ、ノート共有メールが送信されることが確認されました。 

     

    テストとして、受信者のユーザーが「個人設定」→「Chatter」→「メール通知」→「メール受信」を有効にしているかどうかをご確認ください。このオプションを一時的に無効にしてから再度ノートを共有することで、通知がChatterメール設定によって制御されているかどうかを判断できる可能性があります。

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Salesforce Certified Administrator | Seeking Volunteer Opportunity 

 

Hello Trailblazer Community! 

 

My name is Tara, and I’m a Salesforce Certified Administrator and Double Star Ranger on Trailhead, based in Calgary, Alberta, Canada. 

 

I’m looking for an opportunity to volunteer my Salesforce skills with a nonprofit organization. My goal is to contribute to a meaningful organization while gaining practical experience working with Salesforce in a real-world environment. 

 

Through my Salesforce learning and hands-on projects, I have developed skills in Salesforce Administration, Security & Access Management, Data Management, Data Import/Export, Flow, Reports & Dashboards, and I also have knowledge of Lightning Web Components (LWC). 

 

One of my main projects is the Student Success Management Portal, where I have applied Salesforce concepts to a practical student-support scenario. 

 

In addition to Salesforce, I bring a strong background in education and administration, including experience as an Admissions Coordinator and many years of teaching experience. I enjoy organizing information, solving problems, supporting people, and learning new technology. 

 

I’m especially interested in helping a nonprofit with Salesforce administration, data organization, reporting, automation, documentation, or user support. I’m open to starting with a small project and growing from there. 

 

If you know of a nonprofit organization that could use a motivated Salesforce Administrator volunteer, I would be very grateful for a connection or referral. 

 

Thank you for taking the time to read my post. I’m looking forward to connecting with other Trailblazers and finding an opportunity where I can contribute and continue learning. 

 

Tara Mohammed 

Calgary, Alberta, Canada 

 

#SalesforceAdmin #Salesforce #Nonprofits #Volunteer #Nonprofits  #Volunteer Opportunities

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Has anyone here tried using Salesforce + Claude / ClaudeForce for actual Salesforce implementation work?

I’m currently exploring how Claude can be used in a real-world Salesforce implementation, and I’d love to hear from anyone who has hands-on experience with it.

I’m particularly interested in understanding:

  • What use cases have you tried?
  • How well does it handle Salesforce configuration, Apex, Flow, or documentation?
  • Has it actually improved implementation speed or quality?
  • What are the limitations or challenges you’ve encountered?
  • Would you recommend using it in a production implementation?

I’m looking to get a practical picture of what’s actually possible today, beyond the demos and marketing.

Would appreciate any real-world experience or lessons learned. Thanks! 

 

#Salesforce

5 respuestas
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Hi 

I'm trying to calculate the average age of all our leads.  

 

For leads that were created through an Event Campaign (Campaign Record Type = Event), the age should only start counting once the Campaign Start Date has passed. In this case, the Campaign Start Date should be used for the calculation.  

For all other Leads the age should be calculated with the lead created date.  

 

Has anyone implemented something similar or does anyone have suggestions on how to measure the average lead age? 

 

Thank you.  

 

 

 

#Salesforce Admin  #Salesforce

1 respuesta
  1. 28 ago, 15:58

    Hey Delio, 

     

    Build this as a formula field on Lead, then average it via a Report, no custom object needed. 

     

    1. Create a Number formula field on Lead, e.g., Lead_Age_Days__c: 

     

    IF( 

      AND(NOT(ISBLANK(CampaignId)), TEXT(

    Campaign.RecordType.Name

    ) = "Event"), 

      IF(Campaign.StartDate > TODAY(), 0, TODAY() - Campaign.StartDate), 

      TODAY() - DATEVALUE(CreatedDate) 

     

    This checks: is the lead tied to a Campaign (via Primary Campaign Source/CampaignId) whose Record Type is "Event"? If yes, use Campaign Start Date once it's passed (0 if it hasn't started yet). Otherwise, use CreatedDate as normal. 

     

    Note: cross-object formula fields via Lead's CampaignId lookup to Campaign fields (StartDate,

    RecordType.Name

    ) do work, since it's a standard lookup relationship. 

     

    2. Build a Lead report, add Lead_Age_Days__c as a column, then use the built-in Average summary function on that column (click the column dropdown > Summarize this Field > Average). This gives you the average across all leads in the report, and you can group by Lead Source, Owner, etc. if you want it broken down further. 

     

    3. If you don't want leads with an unstarted Event campaign (age = 0) skewing your average downward, add a report filter excluding Lead_Age_Days__c = 0, or exclude rows where the campaign hasn't started at all, depending on whether you want them counted as "0 age" or excluded entirely. 

     

    Reference:

    https://help.salesforce.com/s/articleView?id=000394930&language=en_US&type=1

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