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The recording of our 🎃Tableau User Group is in Youtube :

https://youtu.be/HLl_p6g7rig

 

We had 3 amazing speakers and some of them even wear Halloween costumes :)

 

- Andy Cotgreave's buffet of brilliance: 3 little tips with big impact! A triple-package from Andy Cotgreave: population pyramids, text-only dashboards and wireframing woes.

 

- Tremendous Tableau #Tips: Take your vizzing to the next level as Heidi Kalbe and Tore Levinsen “wow” you with a new round of Tableau tips, tricks, and shortcuts for all skill levels

 

- Did you know you can perform a sheet swapping technique by using images in a legend? In this session Dawn Harrington will show you how to create a dashboard where a user clicks on an image, and the chart in the dashboard will change according to the image they selected!

 

-------------------Useful Links-----------------------------

Andy's newsletter: gravyanecdote.com/

Andy's LinkedIn: linkedin.com/newsletters/6942846153554112512/ 🎃

 

Tore's Tableau Public Profile : https://public.tableau.com/app/profile/tore.levinsen/vizzes

Norway TUG : https://usergroups.tableau.com/events/details/tableau-norway-tableau-user-group-presents-nordic-tug/

Maps TUG : https://usergroups.tableau.com/events/details/tableau-data-maps-tableau-user-group-presents-datamaps-meeting-2/

 

Heidi's Linkedin : https://www.linkedin.com/in/heidi-kalbe-174607b7/ Data+Women Germany : https://usergroups.tableau.com/data-women-germany/

 

Dawn's Tableau Public Profile : https://public.tableau.com/app/profile/dawn.harrington/vizzes

Dawn's Blog : https://www.techtipsgirl.com/

youtu.be

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Let's review the basics! If you're a new Salesforce Admin you might find this video helpful to aid in you creating Reports in Salesforce: Create a Report in Salesforce #tips (youtube.com)

 

#cpq  #Kugamon

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There is no need to purchase extra software when you can Setup Big Deal Alerts directly in Salesforce!

 

Maximize your Salesforce investment by following the steps outlined in the video below: Setup Big Deal Alerts #salesforce #tips (youtube.com)

 

#salesforce  #cpq  #sfdctips #kugamon

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Do you want to know an easy way to set up Parent/Child relationships in Salesforce? 

 

Learn how to create an Account Hierarchy in this video below today!

Create an Account Hierarchy in Salesforce #tips#tips

#salesforce #salesforce#salesforce #cpq #cpq#cpq #kugamon #kugamon#kugamon

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Unlocking Success: Career Development in the Salesforce Ecosystem

Hello Trailblazers!

In the dynamic world of tech, the Salesforce ecosystem stands out as a thriving community offering abundant opportunities for career growth and development. Whether you're just starting out or looking to take your career to the next level, here are some insights to help you navigate and excel in the Salesforce ecosystem:

  1. Invest in Continuous Learning: The Salesforce platform is constantly evolving with new features, updates, and certifications. Commit to lifelong learning by staying updated on the latest trends, attending webinars, and pursuing relevant certifications to enhance your skills and marketability.
  2. Build a Strong Network: Networking is invaluable in the Salesforce community. Connect with fellow Trailblazers, join user groups, and participate in community events both online and offline. Building relationships with peers, mentors, and industry experts can open doors to new opportunities and collaborations.
  3. Gain Hands-on Experience: Practical experience is key to mastering Salesforce. Look for internships, volunteer projects, or side gigs to gain hands-on experience and showcase your skills. Consider contributing to open-source projects or participating in Salesforce hackathons to sharpen your expertise.
  4. Specialize or Diversify: Determine whether you want to specialize in a specific aspect of Salesforce, such as Sales Cloud, Service Cloud, or Marketing Cloud, or pursue a more generalized path. Specialization can make you a subject matter expert, while diversification can broaden your skill set and appeal to a wider range of employers.
  5. Seek Mentorship and Guidance: Learning from experienced professionals can accelerate your career growth. Find a mentor within the Salesforce community who can provide guidance, advice, and support as you navigate your career journey. Don't be afraid to ask questions and seek feedback—it's all part of the learning process.
  6. Contribute to the Community: Giving back to the community not only helps others but also enhances your own skills and visibility. Contribute to the Salesforce Trailblazer Community by sharing knowledge, answering questions, and participating in discussions. Consider writing blog posts, creating tutorials, or speaking at community events to establish yourself as a thought leader.
  7. Stay Agile and Adaptable: The tech industry is fast-paced and ever-changing. Embrace agility and adaptability by being open to new opportunities, learning new technologies, and continuously evolving your skill set. Be proactive in seeking out challenges and taking on new responsibilities to grow professionally.
  8. Set Clear Goals and Milestones: Define your career goals and create a roadmap to achieve them. Set SMART (Specific, Measurable, Achievable, Relevant, Time-bound) goals and track your progress along the way. Celebrate milestones and achievements, but also be prepared to pivot and adjust your plans as needed.

By following these strategies and embracing the Trailblazer mindset of innovation, learning, and collaboration, you can carve out a successful and fulfilling career in the Salesforce ecosystem. Remember, the journey may have challenges, but with perseverance and determination, you can reach new heights of success.

Keep blazing trails!

Michael 

 

#Tips

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Customizing Salesforce: Tailoring Your CRM to Fit Your Business

Hey Trailblazers!

One of the greatest strengths of Salesforce is its flexibility and adaptability to meet the unique needs of different businesses. Whether you're a small startup or a large enterprise, customizing Salesforce can empower you to streamline processes, boost productivity, and drive growth. Here are some tips to help you tailor Salesforce to fit your business like a glove:

  1. Identify Your Objectives: Start by clearly defining your business goals and objectives. Understand what specific processes or workflows you want to improve or automate using Salesforce.
  2. Map Your Processes: Take the time to map out your existing business processes. Identify areas where there are bottlenecks, inefficiencies, or manual tasks that can be automated.
  3. Utilize Custom Objects and Fields: Leverage Salesforce's customization options to create custom objects and fields that align with your unique data requirements. This allows you to capture and track information specific to your business needs.
  4. Design Custom Page Layouts: Customize page layouts to ensure that the most relevant information is easily accessible to your users. Tailor layouts based on different user roles or departments to optimize usability.
  5. Implement Workflow Rules and Automation: Streamline repetitive tasks by implementing workflow rules, process builder, and automation. Automate actions such as sending email alerts, updating records, or assigning tasks based on predefined criteria.
  6. Integrate Third-Party Apps: Extend the functionality of Salesforce by integrating with third-party applications that complement your business processes. Explore the AppExchange marketplace for pre-built integrations or build custom integrations using APIs.
  7. Invest in User Training and Adoption: Ensure successful adoption of your customized Salesforce instance by providing comprehensive training to your users. Empower them with the knowledge and skills they need to leverage Salesforce effectively in their daily workflows.
  8. Regularly Review and Iterate: Business needs evolve over time, so it's important to regularly review and iterate on your Salesforce customization. Solicit feedback from users, analyze performance metrics, and make adjustments as needed to ensure continued alignment with your business objectives.

Remember, the key to successful customization is striking the right balance between meeting current needs and maintaining scalability for future growth. With the right approach and mindset, you can unleash the full potential of Salesforce to drive success for your business.

Keep blazing trails!

Michael 

 

#Tips

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