My name is Ryan Hiatt and I'm a current Salesforce and RevOps consultant for SaaS companies across US and EMEA. Here you will find anything and everything Salesforce and other SaaS operations tools! I'll walk through my experience with an array of sales and operations tools and how SaaS startups are leveraging them today.
In my consulting experience, I specialize in helping Saas SMBs better integrate their tech stack together to eliminate tech debt.
If you have any questions or want to learn about a specific topic or tool, please let me know in the comments. www.linkedin.com/in/ryanchiatt/
Your teeth look unnaturally white, like the white of a toilet bowl. Sorry, but this is stronger than me and they have to comment on it. Anyway, great video, thanks for the help.
Look up Einstein Activity Capture (but only for Events). That will sync meetings on your Google or Outlook calendar into Salesforce and associate the Events with Leads or Contacts dependent on email addresses.
I can't speak for the original commentor, but I would recommend getting working experience via Trailhead modules and superbadges. You can maybe get away with studying via Trailhead and RU-vid for the Associate exam, but exams beyond that will require additional venues of studying.
Not watching this video anymore for free. I had to give him so money. This videos are much better than on the plattforms, where you have to pay a ton of money. Keep going Ryan!
Thank you for the kind words! I'm not currently as I'm working to finish the Platform App Builder series. I hadn't considered the AI Associate but if I take the exam personally I may add it to the list for a series.
Thank you Ryan! Your videos helped me to clear my certification. I watched 2 times once before starting my Trailhead and after finishing the Trailhead which helped me to get overview and later helped me to revise the topics. Thank you again.
Hi, I saw your whole series which is very helpful thanks for that. I only have confusion to memorise when and where to use Formula, number and Roll-up summary filed?
Hi, I need help and hope you can guide me a little bit more about this, I created a Custom object and added it to a related list to put it on the main page for everyone to be able to see it but the thing is, only me and the other admins are able to see it/use it... How can I make the other employees/users become able to see it and edit it on their end? thank you.
Can you confirm that other users have the Related List on their assigned page layout or lightning page? The other place I'd verify would be that users have access to the object itself and check the field level security of the relationship field that establishes the relationship. And the last place to check are the fields that show on the Related List - make sure they are visible to the profile's you expect to see the Related List
ufff Waiting so badly for this video, but thankfully I passed my App Builder exam last week. Thanks for the help! Data model and fundamentals were my best areas haha.
Hello !! I am going to shift my career from a teacher to Salesforce. I am taking my First exam… Salesforce certified assosiate in a month. Any tips/ help appreciated greatly.
Hi there! I would like to group my close date by annual week number instead of the date range as this is difficult to view in dashboard graphics - is this possible?
I have been using Salesforce on the sales end Since 2011. I watched all the sections and will have to again because I failed horrendously yesterday. I was scoring 75%-87% constantly on the Practice exams all week and not just memorizing the answers. I was a incensed and disconcerted when the practice tests left me with a false sense of preparation. I equate it to taking Italian 101 all semester and then the Final they slide you a Portuguese 101 exam where the Latin based language connection would make you feel like I did at the testing facility yesterday, confused af!. Like the test I was taking was set in Back to the Future II's Alternate 1985 (where Biff is rich, powerful and married to my Mother! ) Do I really need to do these Trail Mixes, modules etc? Every last one? I'm going to crush this second take. Glad I got the nerves out finally but the nerves have subsided into frustration. be back Monday to begin training again.
Lol your analogies are amazing! Sorry for the frustration the first take has caused you. You absolutely need hands on practice. This means trailhead, super badges, work through questions in a dev org, etc. Even if you don't memorize answers for practice tests, that visual and building component of studying is 10x more valuable than anything else. My videos help, but nothing replicates actually clicking through the Setup side yourself just as I do in the videos.
Im scheduling my platform app builder in 3 months, just passed my SF admin exam! Ive watched your videos a couple of times, thanks for the help! Could I suggest that you make your webcam smaller? there are a few cases where we cant see where your pointing or what you re changing because it's too big. I also felt that you could go more in depth in some situations and explain more details, i know it makes the video longer but anyone who is studying for the exams will watch it anywway, and the more details we know the better
Congrats on passing your admin exam and thanks for the feedback! I have the webcam slightly smaller in upcoming videos. I try to be aware of when it is blocking the screen as I talk through things, but I'm sure I've forgotten to do so when I should. Thanks for letting me know! I try to get the best info into the videos without sounding repetitive and long-winded. I'll see what I can do on depth moving forward. Thanks again!
Another great video! Used your guides to help pass my admin and associate test! Using them for the Plato form app I’m studying for now! Keep going! Could you do a video on how to stand out to acquire your first Salesforce role?
Gong enablement platform isn't nearly as built out as Outreach. Outreach, in my opinion, is the best tool out there for what it does, but it does come with a price tag.
