Channel Title: Terry's Tidbits Channel Description: If you're looking for help with Salesforce certifications exams, quick tidbits, or best practices, you've come to the right place! My name is Terry Miller and I'm a Salesforce MVP and an independent consultant who loves helping others make the most of Salesforce. I share my passion for Salesforce but more importantly, I want to add value to you. I've been working with Salesforce for over fourteen years and hold fifteen certifications. If you're looking for someone to assist you with Salesforce projects, you can visit my business website. But here, my focus is simply about presenting practical help you can put to use today. Be sure to subscribe, share with others any content you found helpful, and leave me comments with your questions or struggles. I look forward to helping you succeed. <video> Des Moines Trailblazer Community User Group Meeting - July 2023 Description: This was an amazing Salesforce User Group meeting. Abby Douglas was our guest speake,r and she knocked it out of the park while speaking on the Architect's Mindset. It was a fantastic presentation. We also took a quick look at Omni Channel and did a quick survey of the group to see what topics you all are interested in for next year. 00:00 Intro 00:57 Abby Douglas 48:27 Omni Channel 59:31 Survey Results </video> <video> Sales Cloud Consultant Study Group 2023 - Week 10 Description: This is week 10 of the Salesforce Sales Cloud Consultant Study Group. I hope you find this series helpful as you work on your certification goals. 00:00 Intro 01:30 Use Case for Consulting Practices 20:30 Project Life Cycle 45:45 Reports & Dashboard </video> <video> Sales Cloud Consultant Study Group 2023 - Week 8 Description: This is week 8 of the Salesforce Sales Cloud Consultant Study Group. This week we talk about Opportunity Management and test ourselves with a review. I'm crazy late getting these released, so my apologies for the delay. Regardless, I hope you find this series helpful as you work on your certification goals. 00:00 Intro 01:18 Sales Process Support 09:03 Forecasting 36:00 Review </video> <video> Beyond No Pink In Loops - Midwest Dreamin' 2024 Description: Returning from a fantastic Midwest Dreamin 2024 event. The team does an excellent job organizing this event. This recording is from the session I led this year. 00:00 Intro 02:51 About Terry 06:50 #1 - Pink In Loops 13:12 #2 - Minimize Pink Elements 14:01 #3 - Use the Latest API 16:46 Transactions 19:55 Bulkification 23:28 #4 - Avoid Creates, Updates, & Deletes Before the First Screen 25:19 #5 - Never Hard-Code IDs 31:28 #6 - Put Pink Elements at the End 33:53 #7 - Control Backward Navigation 35:35 #8 - Use Subflow 36:56 #9 - Use Invocable Apex 37:35 #10 - Use a Fault Path for all Pink Elements 39:14 Conclusion 39:42 Q&A </video> <video> Des Moines Trailblazer Community User Group Meeting - Jan 2024 Description: Des Moines Trailblazer Community User Group Meeting - Jan 2024 This may be a late upload, but may help other group leaders prepare for their own planning sessions. Reach out if you're a user group leader who needs help putting together topics or resources for your upcoming 2025 planning session. 00:00 Welcome and Session Agenda 02:56 Trailblazer Tidbits 05:55 Building Soft Skills 08:49 Poll - Future Session Topics 20:23 Poll - Flow Read my blog for best practices and actionable tips to help you on your Salesforce journey: https://www.terrystidbits.com/ </video> <video> Sales Cloud Consultant Study Group 2023 - Week 7 Description: We're on week 7 of the Sales Consultant Study Group. This week is all about Lead Management. If you're looking for support with obtaining this certification, you've come to the right place. Subscribe to be sure you don't miss the weekly updates from this study group. 00:00 Intro 01:01 Record Ownership 10:12 Record Access 28:05 Account Hierarchy </video> <video> Des Moines, IA Salesforce User Group Meeting - May 2023 - FUNdamentally Flow Description: I had the privilege of speaking at Dreamforce in 2022, and this is the presentation I introduced there. I was finally able to get a good recording of it so I could share it with you all. This is FUNdamentally Flow where we help make sense of the key elements of Flow that we all need to understand. This is a FUN session so I hope you enjoy it and pick up some good tips. 00:00 Intro 00:47 Announcements 04:12 FUNdamentally Flow Intro 06:13 Transitions 11:03 Use Case 12:08 Resources and Elements 14:23 Dressers and Drawers (Variables) 20:36 Querying Data (Get Element) 24:46 Deck of Cards (Collections) 30:19 Slap Jack (Loops) 34:10 Traffic Cops (Decisions) 37:23 Adding Value (Assignments) 40:32 Current Item in Loop 41:47 Screens 48:40 Q&A </video> <video> Des Moines Trailblazer Community User Group Meeting - Aug 2023 Description: What's a Salesforce Platform Event Flow? Join Terry as he explains what a Platform Event and then a demo that wasn't exactly a success. With a few tweaks, we were able to get a successful demo. Good thing we don't take ourselves too seriously. :) 00:00 Intro 01:03 Announcements 06:11 What is a Platform Event? 08:45 Sample Use Cases 13:51 Building a Platform Event 15:38 Publishing a Platform Event 19:01 Subscribing to a Platform Event 21:45 Demo 35:00 Demo Failed!! Troubleshooting Time 53:45 20 minutes later... Success 58:51 Closing Thoughts </video> <video> Terry Miller's Personal Meeting Room Description: </video> <video> Des Moines Trailblazer Community User Group Meeting - September 2023 Description: Flow Best Practices with Carissa Christensen Our DSM User Group Co-Leader Carissa shares best practices for building Flows, with examples of real Flows she has created. 00:00 Welcome and Speaker Introduction 03:18 Objectives 05:39 Autolaunch Flows 09:59 Record Triggered Flows 11:09 Screen Flow 13:08 Examples of Real Flows 53:25 Wrap-up If you missed previous Des Moines User Group sessions, find previous videos in this playlist: https://www.youtube.com/playlist?list=PLPXY38WvYAn6VpoyO5EyO45gRs5Dm6k2i To learn more about Flows, find helpful resources and tips in these two playlists: Let's Get Flowing - Salesforce Flow Training https://www.youtube.com/playlist?list=PLPXY38WvYAn6LX6Bl91ey_eLwY-_OYhPO Salesforce Flow Office Hours https://www.youtube.com/playlist?list=PLPXY38WvYAn426eQiiuCz-u6qLIjy0sWx Read articles about Flow on my blog: https://www.terrystidbits.com/ #salesforce #salesforceflow </video> <video> Des Moines Trailblazer Community User Group Meeting - Feb 2024 Description: Service Cloud Discussion with Mary Tagler We had a fantastic session interviewing Mary Tagler, a Salesforce MVP Hall of Famer and Golden Hoodie recipient who runs a large Service Cloud implementation in Chicago. She took us through her Salesforce journey - from how she started to tips and best practices for using Service Cloud. 00:00 Welcome and introductions 03:02 Announcements 05:59 Service Cloud With Mary Tagler Read my blog for best practices and actionable tips to help you on your Salesforce journey: https://www.terrystidbits.com/ </video> <video> Des Moines Trailblazer Community User Group - June 2023 Description: I'm so proud of the talent here in the Des Moines area. We had another local expert talk speak at our meeting and this time on the topic of Project Management. Michelle Ehrich is a Product Director at DotDash Meredith. Hope you enjoy this highly interactive conversational Lunch-n-Learn session. </video> <video> Sales Cloud Consultant Study Group 2023 - Week 9 Description: This is week 9 of the Salesforce Sales Cloud Consultant Study Group. This week we discuss Sales Productivity and Integrations, including Email and Collaboration Tools. We also do another review. I'm crazy late getting these released, so my apologies for the delay. Regardless, I hope you find this series helpful as you work on your certification goals. 00:00 Intro 00:54 Email Productivity 18:05 Collaboration Tools 44:30 Sales Process - Revisited 48:40 Review </video> <video> Sales Cloud Consultant Study Group 2023 - Week 11 Description: This is week 11 and our final video in this series around the Salesforce Sales Cloud Consultant Study Group. This week, we discuss Report Snapshots, Data Migration, and BIG DATA. 00:00 Intro 01:36 Report Snapshots 22:25 Data Migration 34:31 BIG DATA </video> <video> Des Moines Trailblazer Community User Group Meeting - Oct 2023 Description: Marketing Cloud + Apsona Demo Due to a mix-up of speakers, I had to tap Phani at the last minute to present to this edition of the User Group Meeting. Phani is a Salesforce MPV and Enterprise Solution Architect. He did a wonderful job of presenting Marketing Cloud, and I appreciate it very much! Our friends from Apsona also demoed their solution for Salesforce Data Quality and Reporting. 00:00 Welcome and Today's Agenda 01:17 Announcements 12:41 Apsona for Salesforce 48:18 Marketing Cloud with Phaneendra Arigachetta Read my blog for best practices and actionable tips to help you on your Salesforce journey: https://www.terrystidbits.com/ #salesforce #marketingcloud #apsona </video>

Contacts and Links

Description

If you're looking for help with Salesforce certifications exams, quick tidbits, or best practices, you've come to the right place!

My name is Terry Miller and I'm a Salesforce MVP and an independent consultant who loves helping others make the most of Salesforce. I share my passion for Salesforce but more importantly, I want to add value to you. I've been working with Salesforce for over fourteen years and hold fifteen certifications.

If you're looking for someone to assist you with Salesforce projects, you can visit my business website. But here, my focus is simply about presenting practical help you can put to use today.

Be sure to subscribe, share with others any content you found helpful, and leave me comments with your questions or struggles. I look forward to helping you succeed.

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