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Consultant Trailblazers

Whether you are just starting your #ConfidentConsultant career, or you are a seasoned professional, jump in to learn, get inspired, network, and talk about skills, career paths, trends, customer expectations, and more.
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Felicia Dicks (Development Consulting Partners 的 Salesforce Administrator)
6月5日 15:51

Anyone here in the Greater Philadelphia area?

 

Let’s spend Saturday learning together!

 

You're invited to the first in-person 

Salesforce Saturday

 for Trailblazer Community Members in the  

Greater Philadelphia area on Saturday, June 13 from 9:30 AM–12:00 PM

. 

Bring your laptop, your Trailhead goals, your Salesforce questions, or just your curiosity. This will be an informal community meetup where we can: 

• Work on Trailhead badges or certification study 

 • Talk through Salesforce career goals and learning paths 

 • Share tips, resources, and real-world Salesforce experiences 

 • Connect with other local Trailblazers in a relaxed space 

Whether you’re brand new to Salesforce or already working in the ecosystem, you’re welcome. 

RSVP Link: 

https://www.eventbrite.com/e/salesforce-saturdays-west-philly-jam-session-tickets-1991021112745Anyone here in the Greater Philadelphia area?

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Tom Bassett (Vera Solutions 的 Senior Solution Architect) Forum Ambassador 发布于 * Salesforce Administrators *
7月8日 19:07

I've submitted a Idea to bring "Formula Evaluates to True" to Scheduled Flows, helping bring them in line with Record-Triggered Flows.  If this would make your life easier too, I'd really appreciate an upvote! 🙌 

 

https://ideas.salesforce.com/s/idea/a0BHp000017Jl5jMAC/bring-formula-evaluates-to-true-to-scheduled-flow-start-conditions

 

#Salesforce #SalesforceMVP #TrailblazerCommunity #Flow #AwesomeAdmins

 

@* Salesforce Developers * @* Salesforce Platform * @* Customer Success * @Architect Trailblazers @Consultant Trailblazers @Trailblazer Community Cove 

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Tom Bassett (Vera Solutions 的 Senior Solution Architect) Forum Ambassador 发布于 * Release Readiness Trailblazers *
7月7日 20:44

Mark Your Calendar.... Winter '27 Release Updates are due to be enforced from 1st Sept 2026. 

 

Prepare ahead of time;

https://www.salesforceben.com/salesforce-winter-27-release-what-to-expect-and-how-to-prepare/

 

#Salesforce Developer #Salesforce Admin #New Releases #AwesomeAdmins #RRL #Trailblazer #TrailblazerCommunity #Salesforce #Security

 

@* Salesforce Developers * @* Salesforce Administrators * @* Salesforce Platform * @* Customer Success * @Architect Trailblazers @Consultant Trailblazers

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Tom Bassett (Vera Solutions 的 Senior Solution Architect) Forum Ambassador 发布于 Official: Shield and Security Center
5月16日 16:41

Are you ready for MFA, Phishing Resistant MFA, Transaction Security Enhancements and Step-Up Authentication for Reports?  

 

Salesforce is due to enforce these security changes over the next few months.  

 

Prepare ahead using my how-to guide on Salesforce Ben

 

#Salesforce Admin #TrailblazerCommunity #Salesforce Developer #Security #MFA #PhishingResistantMFA #TransactionSecurityPolicy #Reports & Dashboards #Trailblazer #AwesomeAdmins

 

@* Release Readiness Trailblazers * @* Salesforce Developers * @* Salesforce Administrators * @* Salesforce Platform * @* Customer Success * @* APAC Success Central * @Architect Trailblazers @Consultant Trailblazers @Reports & Dashboards

26 条评论
  1. Sue Su
    7月7日 07:21

    good 

     

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Tom Bassett (Vera Solutions 的 Senior Solution Architect) Forum Ambassador 发布于 * Salesforce Developers *
5月6日 20:47

Upvote if you agree... Bring Back Search on Salesforce Developers

 

https://ideas.salesforce.com/s/idea/a0BHp000019OqYwMAK/bring-back-search-on-salesforce-developers-developersalesforcecom

 

This change would benefit everyone that uses developer.salesforce.com including; Developers, Architects, Admins, Consultants, Marketers, Designers, Business Analysts and more...  

 

#Salesforce Developer #Salesforce Admin #Salesforce #IdeaExchange #TrailblazerCommunity #Trailblazer #TrailblazerCommunityHelp #Agentforce #Flow #Security 

 

@* Release Readiness Trailblazers * @* Salesforce Administrators * @Trailblazer Community Cove @* Salesforce Platform * @* Customer Success * @Architect Trailblazers @Consultant Trailblazers

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Tom Bassett (Vera Solutions 的 Senior Solution Architect) Forum Ambassador 发布于 * Release Readiness Trailblazers *
5月1日 13:01

Are you ready for the June 2026 Security Requirements that Salesforce are due to enforce? 

 

If not check out June 2026 Security Requirements: What to Expect and How to Prepare on Salesforce Ben! 

 

#Salesforce Admin #TrailblazerCommunity #Trailblazer #AwesomeAdmins #Salesforce Platform #Security #Salesforce Developer #MFA #PhishingResistantMFA #TransactionSecurityPolicy  

 

@* Salesforce Administrators * @Trailblazer Community Cove @* Salesforce Platform * @* Customer Success * @* Salesforce Developers * @Architect Trailblazers @Consultant Trailblazers @Official: Shield and Security Center

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Christine Dakes (Trifecta Technologies 的 Salesforce Consultant/Senior Business Analyst)
5月4日 10:27

Sharing a good Salesforce Ben article: 

Why domain knowledge is essential for Salesforce BAs and Consultants 

https://www.salesforceben.com/why-domain-knowledge-is-essential-for-salesforce-bas-and-consultants/

 

 

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Thet Htet Oo (Freelance 的 Salesforce)
4月21日 04:07
From Admin to Consultant: Where to Begin?

Hi Trailblazers, 

 

I’m currently finishing up the Admin Beginner trail on Trailhead, and I’ll be moving on to the Admin Credentials trail next. After that, I’m planning to start the Salesforce Consultant trail. 

 

I’d love to hear from those with experience—how did you get started with the Consultant path on the Trailhead Playground? Any step-by-step tips or guidance would be really helpful. 

 

Also, are there specific modules, projects, or hands-on practices you’d recommend focusing on to build basic consulting skills? 

 

Thanks in advance!  

Thet Htet

2 个回答
  1. Divya Chauhan Forum Ambassador
    4月21日 06:44

    hi @Thet Htet Oo 

    Finish Strong on Admin

    Complete the Admin Credentials trail (or the official “Prepare for Your Salesforce Administrator Credential” trailmix). This builds a rock-solid foundation. Aim to pass the Salesforce Certified Administrator exam soon after. 

    Choose Your Consultant Specialization

    Consultants usually start with Sales Cloud Consultant or Service Cloud Consultant (these are the most popular entry points).

    Sales Cloud --> if you like sales processes, pipelines, forecasting.

    Service Cloud --> if you enjoy cases, omni-channel, knowledge, field service.

    Other strong starters: Experience Cloud, Business Analyst, or Revenue Cloud (depending on your interest). 

    Recommended Trailhead Path on Your Playground

    Start Here (Right After Admin):

    Sales Cloud Consultant learning path or the official “Prepare for Your Salesforce Sales Cloud Consultant Credential” trailmix (has Admin as prerequisite).

    Service Cloud Consultant equivalent trailmix if you prefer Service.

    Key Hands-on Focus Areas (Build These Skills):

    Requirements Gathering & Discovery — Modules on stakeholder interviews, user stories, process mapping.

    Solution Design — How to design scalable solutions (not just click-click configuration).

    Project Delivery — Change management, training, go-live best practices.

    Business Analyst skills — Highly recommended (Salesforce Certified Business Analyst credential is excellent for consultants).

    Helpful trails/projects:

    “Build Your Business Skills” trail

    “Project Management for Salesforce Projects” trailmix

    Superbadges like Business Administration Specialist, Lightning Experience Reports & Dashboards Specialist, and any Cloud-specific ones (Sales/Service).

    Projects involving multi-object automation, CPQ basics, or Experience Cloud sites.

     

    Hands-on Practice Tips in Trailhead Playground

    Always use a fresh Developer Edition or Trailhead Playground for each major topic.

    Build end-to-end scenarios: e.g., Set up a full Sales process --> Leads --> Opportunities --> Quotes --> Forecasting + Reports/Dashboards.

    Practice explaining what you built (record short Loom videos or write documentation) — this is a core consulting skill.

    Try breaking things and fixing them — consultants deal with messy orgs.

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Tom Bassett (Vera Solutions 的 Senior Solution Architect) Forum Ambassador 发布于 * Release Readiness Trailblazers *
4月15日 15:43

Email-Sending Domain Verification* is here ⏰ 

 

Enforcement begun in Sandboxes April 14th and is coming to Production Orgs on May 4th. 

 

How Salesforce Admins Can Override Default System Email Addresses is now live on Salesforce Ben, giving you a clear path to move from user-based email addresses to system email addresses (where possible). 

 

⚠️ Reminder: you’ll still need to configure either a DKIM key or an Authorized Email Domain to ensure successful delivery. 

 

#Salesforce Admin #Salesforce Developer #Salesforce #Security #Email #Salesforce Platform #TrailblazerCommunity #Trailblazer #AwesomeAdmins

 

@* Salesforce Administrators * @Trailblazer Community Cove @* Salesforce Platform * @* Customer Success * @* Salesforce Developers * @Architect Trailblazers @Consultant Trailblazers

  

*Also Known as Spring ’26 Email-Sending Domain Verification Requirement

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  1. Roxanne Angell
    4月16日 17:15

    For clarification: If we have already done this, there is nothing more to do - is that correct? I want to make sure I am not missing something. 

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Monika Parashar Gandhi (Customer Support Operations | Salesforce Service Cloud |Hands On Project 的 Salesforce Certified Administrator)
2月12日 02:28
Looking for guidance to be a salesforce certified consultant

Hello Trailblazers, 

 

I hope everyone is doing great out there. I am a mom and looking for a way to be back in the market. I am a certified admin and wanna do more with my salesforce passion.  

Salesforce consultants out there, can you guide me with a path which i can follow. Like certifications, trails and videos etc.  

 

Thank you so much in advance.  

Monika

4 个回答
  1. Abhishek R (Cognizant)
    2月12日 02:36

    Hi @Monika Parashar Gandhi

    - I would suggest you to start with salesforce certified platform administrator and as you have service cloud experience you can then try salesforce certified service cloud consultant. 

     

    Considering future perspective you can learn agentforce as well. 

     

    Admin -

    https://trailhead.salesforce.com/users/strailhead/trailmixes/prepare-for-your-salesforce-administrator-credential

     

     

    Service Cloud Consultant -  

     

    https://trailhead.salesforce.com/users/strailhead/trailmixes/prepare-for-your-salesforce-service-cloud-consultant-credential

     

     

    Agentblazer -

    https://trailhead.salesforce.com/agentblazer

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