Today we are going to create a process that updates the Contact Mailing Address when getting an event registration from Cvent (Event Management Software). Salesforce Process Automation Tool: Process Builder. Two things to have in consideration: 1. Street 2 is being captured in a Custom Contact field.2. Mailing Address (Data Type = address) is a… Continue reading Update Contact Address When Source = Cvent
Update Salesforce Lead and Contact Email Opt Out Field from Mailchimp Contact’s Subscription Status with Process Builder.
Did you install the Mailchimp Integration App in your Salesforce Org? It helps you managing your Mailchimp subscribers from Salesforce leads and contacts, upload Mailchimp subscribers as Salesforce leads, build segments in your Mailchimp audience, and view Mailchimp campaign activity and reports in Salesforce. But! What happens when a subscriber’s subscription status changes from a… Continue reading Update Salesforce Lead and Contact Email Opt Out Field from Mailchimp Contact’s Subscription Status with Process Builder.
I recently needed to check if an email address existed in one of the three Contact Email fields and return the Record ID. How did I do it? I used Excel Nested VLOOKUPS, also called Chained VLOOKUPs in order to find/compare the values and return the Record ID that I needed. ScenarioAs you can see… Continue reading Nested VLOOKUPs for Salesforce Admins
Not possible! in Salesforce, by concept you can only map Standard Fields to Standard Fields and Custom Fields to Custom Fields but what’s your way around? If you run into this requirement this is how you could do it. Create a Process that Updates a Field when Converting a Lead into a Contact in Process… Continue reading Do you need to “map” a Lead Custom Field to a Standard Contact Field during conversion?
I was recently invited to be part of a panel discussion called “Reshape your Future”. This event was hosted by WHW formerly known as Women Helping Women. WHW is a non-profit organization based in Irvine, CA with the mission of providing the unemployed and the underemployed the skills and resources they need to get and keep… Continue reading Giving back to the community by sharing your story
I wanted to share with you a list of things that helped me prepare for my Salesforce Admin Certification. I registered for the Salesforce Trailhead Virtual Bootcamp for Administrators course through Career Circle. It’s a prescriptive, expert-led training program that fast tracks you to the Salesforce Certified Administrator certification. This is where I got… Continue reading Preparing for Your Salesforce Admin Certification
My family and close friends know my story very well but I wanted to put it in writing hoping that it encourages other moms to upscaling into tech, upskilling and reskilling. A few days ago I was asked to put together a short bio (my success story) and this is what I came up with:… Continue reading Breaking into Tech
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