Merivis Blog http://www.merivisblog.com Expert Technology Insight Sun, 13 Aug 2017 19:35:22 +0000 en-US hourly 1 https://wordpress.org/?v=4.8 http://www.merivisblog.com/wp-content/uploads/2014/06/cropped-merivisbloglogovblack-32x32.png Merivis Blog http://www.merivisblog.com 32 32 69721781 Cohort IV is coming October 2017! http://www.merivisblog.com/cohort-iv-coming-october-2017/ http://www.merivisblog.com/cohort-iv-coming-october-2017/#respond Thu, 10 Aug 2017 16:03:32 +0000 http://www.merivisblog.com/?p=2188     It’s been a busy few weeks over at the Merivis Foundation. Between SXSW panelpicker, planning for Dreamforce 2017 and most importantly, the launch of our next Salesforce training program starting this fall! Since starting the organization two years ago the program has evolved so we wanted to provide a quick overview of what Learn More »

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It’s been a busy few weeks over at the Merivis Foundation. Between SXSW panelpicker, planning for Dreamforce 2017 and most importantly, the launch of our next Salesforce training program starting this fall! Since starting the organization two years ago the program has evolved so we wanted to provide a quick overview of what this means for applicants and how you can help – Supporting our veterans in their transition to IT careers has always been our focus but as the saying goes “it takes a village”. We’ve outlined below a quick overview of the program, important details and next steps. Applications are currently open for military veterans and spouses of veterans or active duty military. Visit the link below to apply and you’ll be contacted for an interview.

 

Apply Online: www.merivisfoundation.org/apply

Application Deadline: Friday, September 8th. 2017

Program Timeline:

Weeks 1, 2 and 3 – Oct 2nd – 20th

  • 2-3 hours per day of self-paced online training modules
  • Practice exercises
  • Office hours held in support of the participants.

Week 4 – Oct 23-27 – In classroom Admin 201 training at National Instruments in Austin, Texas

Week 5 – Oct 30 – Nov 3rd – Virtual class CRT 101 exam prep and wrap up

 

Class Fee: $150 program fee, of which $100 will be refunded if you’re certified within four weeks of the class end date.

 

Supplemental Training

We know that job transition is not only about the technical training. Merivis Foundation offers supplementary instruction in networking, personal branding, resume assistance, how to leverage your military experience in the job search and navigating the Salesforce community as sessions during our program. We also host an exclusive networking event with Austin-area recruiters and Salesforce leaders to help you in creating relationships in this new field. Finally, new headshots help you round out your online presence and mock interviews to get acquainted with the job search process.

 

What you’ll gain from the Merivis Foundation program

With the growth of the Salesforce platform and as the industry leader in cloud CRM technology, there is a growing demand for Salesforce administrators all over the world. This program teaches you the basics of Salesforce platform from the ground up, with no need for previous IT or technical experience. As your military service wraps up and you explore next steps in your career, we combine the opportunity to join a growing team of Salesforce professionals with the technical skills and job readiness support you need for a smooth transition. Merivis Foundation graduates have gone on to positions at BMC Software, Dell, Google, Capgemini, and the Texas Veterans Commission to name a few.

 

What our Alumni are saying…

“Merivis is an amazing organization, I was honored to be part of the Salesforce training. It was incredible. I highly recommend them. Thank you Merivis for helping our military, Veterans and spouses.” – Julie Segnaluoc, Cohort III

 

“This is an awesome organization helping our military, military spouses and veterans to get incredible training in Salesforce. They do great work and I highly recommend them.” –
Glenn R Goodwin, Cohort III

 

Interested in helping us spread the word? If you’re a VSO or support organization please share this post with your audience and social media followers, if you want to provide even more help contact us about partner resources for your communications. Are you an alumni, volunteer or community supporter of the Merivis Foundation? Share this with your friends and colleagues that would be a great candidate for our program. Special thanks to Accenture for serving as program sponsor for Cohort IV and making it possible to offer this in support of our military veterans. For additional details and information visit us at www.merivisfoundation.org.

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Alumni Spotlight: Glenn Goodwin http://www.merivisblog.com/alumni-spotlight-glenn-goodwin/ http://www.merivisblog.com/alumni-spotlight-glenn-goodwin/#respond Wed, 26 Jul 2017 12:01:12 +0000 http://www.merivisblog.com/?p=2182 Glenn is a U.S. Army veteran and member of the Merivis Foundation Cohort III Salesforce training program. He is currently a Salesforce System Admin for a small energy company, Elect Energy based in Plano, Texas. Through the Merivis Foundation in partnership with Vetforce, I have recently gone through the Salesforce Admin 201 training program in Learn More »

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Glenn is a U.S. Army veteran and member of the Merivis Foundation Cohort III Salesforce training program. He is currently a Salesforce System Admin for a small energy company, Elect Energy based in Plano, Texas.

Through the Merivis Foundation in partnership with Vetforce, I have recently gone through the Salesforce Admin 201 training program in Austin, Texas.  As a Vietnam veteran, I was thrilled to have discovered the amazing opportunity these two excellent organizations provide to military veterans.  Thanks to Vetforce, the Merivis Foundation and most of all, Salesforce for recognizing these extraordinary individuals who gave so much to our country.  We certainly appreciate it.

I applied for the Merivis Foundation’s Salesforce training program in the spring of 2017. With the extensive capabilities of Salesforce, it was important for me to learn about this extensive CRM platform to be effective in my role at my company.  We needed to organize our customer database, track & convert leads to create more business and provide our clients & prospects with information about the ongoing information specific to the energy business.  I knew all of these and more could be addressed with Salesforce but only if I knew how to use the capabilities available on the platform. As I went through the well laid out, efficient and comprehensive training, this program was clear this would be very challenging for me.  The depth of the Salesforce platform with all the pieces and parts was extensive and sometimes overwhelming but I persevered.  Having never graduated from college, this course and subsequent certification test was something I hadn’t experienced in several decades so it was tough.  After completing the course which included a substantive, multiple hour certification prep call with our entire cohort (which was extremely helpful in prepping for the test), I passed the certification test my second attempt!

I want to give a major shout out to Jason Noma and all the Vetforce team who offer this opportunity to veterans.  They do an awesome job!  And the great group at the Merivis Foundation who run the programming as a 501c3 nonprofit, including Hector and Kate Perez, Joe Castro, our instructor Dan Goldston as well as the rest of their incredible team. They have put together a sharp, comprehensive training program preparing each of us to take the certification test and more importantly, to be an effective Salesforce team member.  Their attention to detail, the inclusion of volunteer coaches (mine was Svatka Simpson…she was incredible and so supportive) assigned to each of our 19 students in our cohort, the networking with potential employers, providing new headshots; along with LinkedIn, resume, networking & job interview coaching was an incredible and valuable experience.

I feel it is important to share my perspective on the level of difficulty of the training and particularly the certification test itself.  It was, without question, the most demanding training and test I have ever taken.  I realize the Salesforce certification team makes it that way by design.  The training and certification tests must be difficult to maintain the level of excellence and support the Salesforce brand and most of all, support your customers.  Salesforce has a significant responsibility to build and create efficiencies for each company they work with and each team member must be ready and able to consistently deliver successful solutions to its customers.  Regarding the certification test… If this test was easy, you run the risk of having an inefficient team delivering problematic results. Obviously, maintaining that level of quality is why Salesforce has become the respected and successful international brand it is today.

As a 68-year old who never stops working and more importantly, is always looking to learn about exciting and new technologies that create opportunities in the workforce, I found the depth of the Salesforce platform very powerful because of its many facets and capabilities.  In addition, the awesome, encouraging and friendly team members are always ready to help.  Overall, this experience has been quite inspiring.

Thank you again for this opportunity to learn, engage and be a part of the Salesforce network.

Interested in sharing Glenn’s experience? Apply to be a part of the Merivis Foundation Cohort IV Salesforce training program. Learn more or visit www.merivisfoundation.org/apply to get started.

 

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Merivis Grads Get to Experience TrailheaDX http://www.merivisblog.com/merivis-grads-get-to-experience-trailheadx/ Thu, 13 Jul 2017 02:17:10 +0000 http://www.merivisblog.com/?p=2164 Merivis Grads Get to Experience TrailheaDX! This blog post was written by Merivis cohort II grad Chrissy Wojtewicz who recently attended TrailheaDX in San Francisco with fellow grads Yann and Sheldon. Attending TrailheaDX, two words come to mind: the first is ‘whirlwind’, the second is ‘blessed’. I got a call that along with Yann and Sheldon, Learn More »

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Merivis Grads Get to Experience TrailheaDX! This blog post was written by Merivis cohort II grad Chrissy Wojtewicz who recently attended TrailheaDX in San Francisco with fellow grads Yann and Sheldon.

Attending TrailheaDX, two words come to mind: the first is ‘whirlwind’, the second is ‘blessed’. I got a call that along with Yann and Sheldon, I’d been considered to attend TrailheaDX as a guest of VetForce by way of my success as a Merivis grad. Sheldon and I flew out of Austin and Surprise! We met Stephanie in the airport. Stephanie is a Merivis board member and also a Salesforce MVP. She is everywhere, more on that later.

Sheldon, Chrissy and Yann at the keynote for TrailheaDX

The whirlwind begins. Sheldon and I checked into our hotel rooms and right away we started meeting other VetForce grads who are currently working in the ecosystem. I had never met these people in my life and talking to them was as easy as breathing. Not only do we share the same profession, we are also veterans or mil-spouses. Later that day, some of us went on a tour of the Salesforce towers with Ann Weeby. That night we attended the Equality Mixer, comprised of all the minority groups in Salesforce. Bold Force, LatinoForce, Ability Force, OutForce, and so on were there with us. A packed house full of amazing people, welcoming and willing to share their experiences. We met Jason Noma who gave us the coolest VetForce swag. My favorite is the coveted Trailhead hoodie!

The next day VetForce was honored with front row seats at the TrailheaDX keynote address. Yann proudly wore his Merivis shirt for close-ups. Remember Stephanie? I heard her name at least three times in the keynote. When she was up on stage, all of us Merivis folks made sure to cheer for her.  We got free reign of the conference after that to learn, explore and trail blaze. As the day progressed we attended Donald Bohrisch’s hiring mixer before we landed at the TrailheaDX happy hour, hosted by VetForce and Trailhead. This happy hour was very special because Ann and Jason dedicated the whole space for us to network. I got to meet people such as Mary Scotton and Tony Prophet, other VetForce members and several trailblazers in the Ohana. Everyone we met were amazing successful people, who didn’t mind sharing their ups and downs in their own careers. Knowing that I was part of such an amazing company with amazing values was a real honor.

Stephanie and Yann with VetForce program director Ann Weeby

Blessings. While absorbing this whole process I couldn’t help but look at everything we were experiencing and think to myself how blessed we all were. I was very proud of being a representative of the Merivis Foundation while attending TrailheaDX. Jason and Ann were extremely friendly and helpful from day one. To think that not long ago we were just cohort members. Now we are here representing the Merivis Foundation and VetForce as a success story that veterans can look to as inspiration. Wow, how humbling. Sheldon said he now wants to train to be a developer.

Thank you Merivis, Vetforce, and Salesforce for making these opportunities available for veterans like us. It felt great experiencing that military family feeling again. We flew home with a reinvigorated passion to achieve more, and a drive to continually learn and make you proud.

 – Chrissy Wojtewicz

 

A few comments from Sheldon Simmons about TrailheaDX

Yann and Sheldon arriving at TrailheaDX!

“Attending TrailheaDX has increased my desire to become a Salesforce Developer. I was very proud of being a representative of the Merivis Foundation while attending TrailheaDX. Jason and Ann were extremely friendly and helpful from day one. Everyone I met at TrailheaDX where amazing successful people, who didn’t mind sharing their ups and downs in their own careers. Knowing that I was apart of such an amazing company with amazing values was a real honor. The last time I felt that kind of sense of belonging was in the military. It felt great experiencing that feeling again. Thank you Merivis, Vetforce, and Salesforce for making these opportunities available for veterans like myself.”

– Sheldon Simmons

 

 

 

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Military Innovation Aligning to Salesforce Delivery http://www.merivisblog.com/military-innovation-salesforce/ Tue, 13 Jun 2017 00:07:00 +0000 http://www.merivisblog.com/?p=2150 Recently, I finished reading General Stanley McChrystal’s book entitled “Team of Teams” which outlines a massive strategic change in how the U.S. Special Forces operates overseas. These changes reflect much of what is happening in the software development world today and within many teams working on Salesforce delivery teams. McChrystal outlines how working in smaller, nimble teams Learn More »

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Recently, I finished reading General Stanley McChrystal’s book entitled “Team of Teams” which outlines a massive strategic change in how the U.S. Special Forces operates overseas. These changes reflect much of what is happening in the software development world today and within many teams working on Salesforce delivery teams. McChrystal outlines how working in smaller, nimble teams helps accomplish the mission while being adaptive in an ever rapidly changing environment.  While reading this book, I saw parallels to what is being done at many companies who are deploying and delivering new Salesforce functionality. Many companies, no matter the industry, are taking the leap of faith to combine both business and technical resources into combined scrums teams. As these type of new teams form, understand that it can take some time to get this structure going, but its definitely worth it.  With this blog, I want to share my thoughts on McChrystal’s book and how a military innovation in team work connects to what is happening in many companies delivering Salesforce across the industry and how successful teams play a critical role.

Military Innovation Aligning to Salesforce Delivery

 

 

 

 

 

 

 

 

 

 

 

Working in the Past

     In Team of Teams, McChrystal describes the ‘war on terror’ in 2004 and how the military was built for large wars with big command and control teams. However, in this new war McChrystal describes the enemy was in fact small, nimble and could move faster than the larger US Special Forces. Much like the ‘waterfall’ project methodology, the US military’s large command and control way of operating was no longer working for the new and changing landscape. Decisions needed to be made by those closer to the ground and in a quick manner.  In my previous experience, both at Dell and at Salesforce (the company), when technology operated in a command and control or waterfall approach the ability to react to change in the environment was slow, painful and was fraught with risk. What McChrystal outlines in his book is the need to evolve tactics to address a new and rapidly changing environment.  This narrative is what is playing out in our Salesforce delivery space and something I see happening each day when I talk to my peers in the industry – both locally and nationally.

 

Small Teams

McChrystal writes about the need for smaller, nimbler teams to get the mission accomplished and walks the reader through how this is done in the midst of the war in Iraq and Afghanistan. I would agree fighting a foreign enemy is quite different than delivering value based platforms such as Salesforce, the tactics are very similar in nature.  One of the hallmarks of getting things done is to break out the work and teams into digestible chunks. Whether you are on the battlefield or developing configuration steps in Salesforce, you need to look for small clear victories and build off of this, all the while gaining from lessons learned.  The book also states the simple fact that our world is more complex and less predictable – despite our increased abilities to track and measure many variables and inputs.  It is human nature to want to measure and access each detail before we execute but to get effective work or your mission done, you must move quickly and adapt.  Check out this image from the book which really calls out what Team of Teams typically look like.

Military Innovation Aligning to Salesforce Delivery

 

 

Trust

A team fused by trust and purpose is much more potent. Such a group can improvise a coordinated response to dynamic, real-time developments” – General Stanley McChrystal

 

When a team has purpose and a goal, they are empowered to deliver incredible results. The old way of working team members relied on orders; but teamwork is a process of re-evaluation, negotiation and adjustment. Team players are constantly sending messages to and taking cues from their team and those teammates must be able to read each other’s move and intent. When working in an agile environment as we do in PI, the team begins to bond, trusts each other and shares a common approach and purpose in how work gets done.

When we look across the teams in PI and in particular CRM, we must build trust amongst our team and our extended partners within the Fidelity eco-system. As McChrystal continues to point out “Without this trust, the Navy SEALS would be a collection of fit soldiers.”  Of course most of us are not the Navy Seals, but if our teams do not have a baseline level of trust within the team, we are simply a collection of educated, smart and technically certified professions. Harvard Business School teams expert Amy Edmondson explains “Great teams consists of individuals who have learned to trust each other. Over time they have discovered each others strengths and weaknesses, enabling them to play a coordinated whole

 

Spaces

The ‘space’ regardless of if it’s on the battlefield or the office can impact your team and how work gets done.  McChrystal highlights vividly when they arrived in Iraq one of the first things they did was to occupy an old gutted airplane hanger and opened up the Task Force command center much like the open cube floor plan we have at Fidelity. The commander, McChrystal and his team all operated out of a ‘bull-pen’ – to ensure they were the center of what the team was doing.  In addition, communications were open and information flowed quickly to everyone in order to allow them to make team decisions. Anyone in the room – regardless of their position in the org chart’s silos and tiers – could glance up the screens and know instantly what major factors were affecting the mission at that moment.

     An open layout and open conversation allow everyone to be on the same page and understand the mission. When it makes sense, it’s always better to have the team together and in the open no matter the rank or position.  Another point worth noting was how McChrystal would bring in other members of teams that in the past would not ever be considered. They would embed members of the CIA, NSA and embassy staff with their teams which had never been done before. This was a tough sell and initially didn’t seem to work, however as these dependent teams became more embedded and time elapsed, trust was gained and work began to get done faster and with more accuracy.

In my professional experience, I see trust being earned within several scrum teams I have worked with and observed. It’s never easy and to be honest, we know it takes time to change momentum, but once you get started you should see small, quick victories within these new teams which perhaps you could have only dreamed about previously. In the end, teams cannot continue to work in silo’s, you must have a competitive notion of different groups and individuals working together with a single shared vision.

 

Final Thoughts

As you think about the journey at your company and what we hope to accomplish, teams (no matter the org) have to understand the larger mission and goal to ensure we are all aligned. It’s not enough just to align our resources, we have to empower our resources with decision making authority.   Whether on a scrum or a Navy Seal team, you must grasp the overall goal and arc of the mission.  Only when each of the scrum team members aligns to the larger Fidelity’s strategic vision, can we evaluate risks real-time and know how to react to our teammate to build stronger teams.  Purpose and mission affirms trust and trust affirms purpose and together they forge individuals into a working team.

– Hector Perez Jr.

 

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Sponsor Spotlight: Capgemni Veterans Employee Resource Group http://www.merivisblog.com/capgemni-veterans/ Fri, 19 May 2017 17:49:34 +0000 http://www.merivisblog.com/?p=2141 Merivis Foundation programs are supported entirely by individual and corporate donations; because of that we’re proud to have the support of Capgemni as our program sponsor for Cohort III. Our guest blog written by Nolan Melson, Merivis Foundation board member and senior consultant at Capgemni shares more about their commitment to supporting and hiring military Learn More »

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Merivis Foundation

Merivis Foundation programs are supported entirely by individual and corporate donations; because of that we’re proud to have the support of Capgemni as our program sponsor for Cohort III. Our guest blog written by Nolan Melson, Merivis Foundation board member and senior consultant at Capgemni shares more about their commitment to supporting and hiring military veterans.

The Capgemini Veterans Employee Resource Group (VERG) is honored to sponsor the Merivis Foundation’s third Salesforce Administration cohort.  At Capgemini, we pride ourselves on being a global leader in consulting, technology and outsourcing services, which include Salesforce.  At the VERG, our mission is to encourage and assist Veterans in pursuing and building careers in various fields at Capgemini while employing the skills, experience, talent and dedication they bring, as well as providing opportunities to the families of Veterans as a tribute to their service.

When we were developing our VERG 2017 Plan, we thought about how we could truly make an impact in the Veteran community.  Therefore, we ultimately chose to sponsor this Merivis cohort because the Merivis mission directly aligns with our own, we have a growing need for certified Salesforce professionals at Capgemini, and we personally know how life changing it can be to be trained and mentored as a certified Salesforce Administrator.

Since the first Merivis cohort, we have had a great time mentoring previous Merivis graduates like Marine Corps Veteran and Capgemini Salesforce Consultant, Ken Nuehs.  The majority of the VERG members are Veterans, therefore it is extremely rewarding to be on the other side of the table, helping fellow Veterans and spouses with their transition to the tech industry.  As many of us can attest, our Nation’s Veterans deserve rewarding careers, not just jobs, and we are confident that our work with Merivis is helping equip Veterans and spouses with the necessary tools in order find those fulfilling careers in the tech industry.  Furthermore, we are truly grateful to have the opportunity to help train and mentor our Nation’s Veterans and their spouses, and we look forward to continuing our partnership with Merivis Foundation for many cohorts to come.

 

About Capgemini: A global leader in consulting, technology and outsourcing services, we work hand-in-hand with our clients to create and deliver business and technology solutions that fit their needs and drive the results they want.

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Road to Dreamforce: What to Expect http://www.merivisblog.com/road-dreamforce-expect/ Thu, 29 Sep 2016 02:17:14 +0000 http://www.merivisblog.com/?p=2132 Once again Dreamforce 2016 is upon us next week and we are looking forward to the new product announcements, keynotes and so much more. For those of you who are new to Dreamforce or simply want a few tips on how best to tackle the massive event, check out this video blog of me and Learn More »

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Once again Dreamforce 2016 is upon us next week and we are looking forward to the new product announcements, keynotes and so much more. For those of you who are new to Dreamforce or simply want a few tips on how best to tackle the massive event, check out this video blog of me and Josh put together by Thinkaholics.  This is a first in a series of video blogs I will be adding to Merivis and thank you Jeremy for putting the video together. If you have any questions about Dreamforce 2016, please reach out to me on Twitter (@hectorperezjr).

 

 

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Back to Blogging http://www.merivisblog.com/back-to-blogging/ Tue, 13 Sep 2016 01:43:41 +0000 http://www.merivisblog.com/?p=2123 As you can probably tell, its been a while since I have posted anything on the Merivis Blog, almost 6 months to be exact. I started this blog as a passion project of mine to share knowledge about technology, process and most things related to Salesforce. Over the last six months, I have moved, started a new Learn More »

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Back to Blogging

As you can probably tell, its been a while since I have posted anything on the Merivis Blog, almost 6 months to be exact. I started this blog as a passion project of mine to share knowledge about technology, process and most things related to Salesforce. Over the last six months, I have moved, started a new job and even conducted a veteran’s class learning Salesforce in May, through the Merivis Foundation.

So while my time away has been long, I am back and happy to share more of my knowledge around the Salesforce platform.  Over the last six months, you probably saw the Salesforce platform evolve and innovate even more. My immediate goal is to focus on Dreamforce and back to some of the basics of preparing for your Salesforce certification. Over the next few blogs, you will see different media methods to get my blog out such as video and audio. Very soon, I will have my first video blog (vlog) post and am excited to try new ways of getting information out to my readers.

Lastly, thank you for all the support for the Merivis blog and the kind words and comments along the way. This blog is really a labor of love and writing is not what comes naturally to me so to have continued growth in site visits is humbling.

 

Kind regards

Hector Perez Jr.

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Passing the Salesforce Advanced Admin Exam using Trailhead http://www.merivisblog.com/pass-salesforce-advanced-admin-exam-using-trailhead/ http://www.merivisblog.com/pass-salesforce-advanced-admin-exam-using-trailhead/#comments Sun, 27 Mar 2016 22:36:30 +0000 http://www.merivisblog.com/?p=2066   (Credit and contributing material for this post goes to Adam Olshansky, Jayvin Arora and Nicole Alford – THANK YOU!) This blog post will focus on passing the Salesforce advanced admin exam using Trailhead and is really a continuation from a post back in January.  I want to thank Adam, Jayvin and Nicole again for allowing me to share some of their content from Learn More »

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Passing the Salesforce Advanced Admin Exam using Trailhead

(Credit and contributing material for this post goes to Adam OlshanskyJayvin Arora and Nicole Alford – THANK YOU!)

This blog post will focus on passing the Salesforce advanced admin exam using Trailhead and is really a continuation from a post back in January.  I want to thank Adam, Jayvin and Nicole again for allowing me to share some of their content from an awesome Dreamforce presentation they gave back in September of 2015.  The material shared today is not Salesforce official, but rather has contents of that Dreamforce session in addition to my take on aspects to best prepare for the Salesforce advanced admin certification. As you know, I am a big fan of Trailhead and what it has done for anyone looking to brush up or simply learn about Salesforce. Trailhead is fun, interactive and most importantly FREE! About one year ago, I took the Salesforce advanced admin exam shortly after a 5-day official class on the subject in Denver. This 5 day class covered all I needed to know about advanced administration. Even with a formal training class behind me, I really wish Trailhead was available back then or at least info on what to study as I was prepping for the exam. If you read this blog post from last year, you will learn my first attempt at the advanced admin exam resulted in not passing! I definitely think Trailhead would have helped me on the first try and eventually I did pass the exam (on my second try). Before we cover the Trailhead modules and badges, let’s briefly look at the Salesforce advanced admin exam overall.

 

The Advanced Admin Exam

Passing the Salesforce Advanced Admin Exam using Trailhead

The exam itself definitely assumes you know about the basics of Salesforce administration (a Salesforce admin cert is required). A few basics about this exam, which are also covered on the advanced admin study guide.

  • The exam is 60 multiple choice / multiple selection questions
  • You must get 39 questions correct (65% for passing)
  • Time allotted is 90 minutes at a testing center or online at home
  • The cost is $200 ($100 to retake) and is free for military veterans

Outside of the Trailhead modules and paths recommended below, be sure to check out the other study materials in the “Advanced Admin Study Materials” section of my blog post from last year. This post will be focused on the Trailhead recommendations from last year’s Dreamforce; however, any supplemental training will be helpful in your efforts to become advanced admin certified. In regards to how Salesforce weights the exam in percentage terms, remember these areas below are key to knowing what is actually covered on the exam.

Passing the Salesforce Advanced Admin Exam using Trailhead

 

Trailhead Badges/Modules to Secure

Here are the badges and modules recommended in the Dreamforce session as you begin your journey to secure your Salesforce advanced admin certification.

Passing the Salesforce Advanced Admin Exam using Trailhead

Passing the Salesforce Advanced Admin Exam using Trailhead

 

Passing the Salesforce Advanced Admin Exam using Trailhead

Passing the Salesforce Advanced Admin Exam using Trailhead

Passing the Salesforce Advanced Admin Exam using Trailhead

Additional Modules to Secure

Passing the Salesforce Advanced Admin Exam using Trailhead

Passing the Salesforce Advanced Admin Exam using Trailhead

 

Other Focus Areas for Exam

In addition to the Trailhead badges/modules above, be sure to know the subjects below. The exam will no doubt focus on these areas and assume you know your basic Salesforce admin knowledge.

  • Territory Management (Account ownership implications and sharing)
  • Collaborative and Custom forecasting
  • Social Accounts (just know what you can do with LinkedIn contacts)
  • Product pricing (know List, Standard and Sales prices)
  • Salesforce Knowledge (not in the advanced admin class, but on the test)
  • Joined and Custom reporting
  • Know the different type of sandboxes as an admin and when to use them
  • Many-to-Many relationships and when to use them
  • Service Console, the basics, and what you can do
  • Communities and specifically what customers and partners are related to them
  • Workflows, Assignment Rules, Escalation Rules (know when to use them)
  • Troubleshooting (email log, debug log, system audit trail and approval processes)
  • How to submit a service request via the web
  • Delegated authentication
  • OWD security model

 

Additional Resources For You

Passing the Salesforce Advanced Admin Exam using Trailhead

As you continue your journey through Trailhead, don’t forget there is a whole community of resources out there to help you further your career and education in Salesforce. Below are the recommendations from the Dreamforce session on this subject, plus a few others I have added.

Lastly, as you navigate through Trailhead and become certified, share what you learned with the larger community. I encourage you to post on this blog as to what worked, what did not and share any lessons learned. Salesforce has a large community of users, developers, admins, marketers and many others who are always looking to learn the best ways to become certified and know the product.

Best of luck!

Hector Perez Jr.

 

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Veterans and South By Southwest 2016 http://www.merivisblog.com/veterans-and-south-by-southwest-2016/ Mon, 07 Mar 2016 22:21:05 +0000 http://www.merivisblog.com/?p=2052 South by Southwest is here again, and for several days in March, Austin will transform itself into the media, technology, movie, and music capital of the world. I have had the opportunity to attend South by Southwest for a few years now and mostly as an observer and party goer. The energy and shared creative Learn More »

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South by Southwest is here again, and for several days in March, Austin will transform itself into the media, technology, movie, and music capital of the world. I have had the opportunity to attend South by Southwest for a few years now and mostly as an observer and party goer. The energy and shared creative thoughts which converge on the city offer a time like no other for Austin.  With that being said, the Merivis Foundation is proud to have a few veteran focused events in which we will be participating or attending. This brief blog post will share what we are is doing and other events you may want to check out related to our military veterans and South by Southwest 2016.

 

McCombs Entrepreneurship Night – SXSWi Edition 2016 – This event will showcase new startups from the McCombs School and will be a great networking event.  You’ll have the opportunity to network with current students, alumni and local entrepreneurs from the growing Austin Startup scene.  Check it out and look for me!

Veterans and South By Southwest 2016

McCombs SXSW Tradeshow Booth for Merivis Foundation – We have been selected to be showcased at the McCombs SXSW Trade show booth on Sunday, March 13 from 2-6pm. We will be with the UT Austin McCombs MBA & MSTC programs at the following location and booth numbers, come see us!

The Austin Convention Center (Exhibit Halls 2, 3 & 4) 500 E Cesar Chavez Austin, Texas 78701.
UT Austin McCombs MBA & MSTC programs booths: 219, 221, 318, 320

 

Veteran Entrepreneur Breakfast Lounge –  This one will be really great if you can wake up on Sunday and get to east Austin by 8:30AM.  There will be several members of congress and military veteran entrepreneurs who will engage in discussions on the role of public policy in empowering veteran entrepreneurs as innovators in the American economy. I was fortunate to attend this event last year at the Four Seasons and really enjoyed the conversation on veterans and entrepreneurs.

 

Tech Inclusion: Austin – If you have time on Sunday March 13th and before you swing by the Merivis Foundation Booth, check out this event! We will be attending the 11:15am – 12:15pm Veterans in Technology discussion. This will be a deep discussion about barriers for veterans in tech with a broad group veterans and allies. There are so many good speakers at this event including the United States CTO, Megan Smith.

 

Hiring Veterans in the Tech and Energy Field Meet Up – Back in November, my good friend John Boerstler (Executive Director of NextOP) asked me to be on this panel and I am honored to be a part of this session.  Along with Teri Poulton (Director, Strategic Relationships at BP) and John, we will discuss how hiring veterans in both the energy and technology fields can be a huge benefit to your company. I have many friend in Austin and coming in from other parts, be sure to come check out this session!

 

Military and Veteran Roll Call Meet Up – This session will be great and if you have time check it out. This session will provide an open forum to discuss issues that military and veterans face today including transitioning process, education, employment, etc.  Bonnie Fletcher works tirelessly throughout the veteran community in Texas so be sure to check out this session.

 

There will be many other events to attend, but these are a few you will find Merivis and our team!

Enjoy SXSW 2016 and look out for us!

Hector Perez Jr.

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How to Pass the Salesforce Admin Exam Using Trailhead http://www.merivisblog.com/how-to-pass-the-salesforce-admin-exam-using-trailhead/ http://www.merivisblog.com/how-to-pass-the-salesforce-admin-exam-using-trailhead/#comments Sun, 17 Jan 2016 19:04:26 +0000 http://www.merivisblog.com//?p=1870 (Credit and contributing material for this post goes to Adam Olshansky, Jayvin Arora and Nicole Alford – THANK YOU!) My Dreamforce 2015 was focused entirely around VetForce and supporting that great organization, so I did not have time catch a lot of Dreamforce sessions. When Dreamforce 2015 wrapped up last September, I did my usual routine of reviewing sessions/keynotes I had missed. About the time, Learn More »

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How to Pass the Salesforce Admin Exam Using Trailhead

(Credit and contributing material for this post goes to Adam OlshanskyJayvin Arora and Nicole Alford – THANK YOU!)

My Dreamforce 2015 was focused entirely around VetForce and supporting that great organization, so I did not have time catch a lot of Dreamforce sessions. When Dreamforce 2015 wrapped up last September, I did my usual routine of reviewing sessions/keynotes I had missed. About the time, a fellow Salesforce employee and Salesforce MVP Nicole Alford told me about a Dreamforce session titled “Use Trailhead to Become Salesforce Certified “.  Nicole mentioned how she was a part of it and I should check it out given my recent work with military veterans. The material shared today is not Salesforce official material, but has several parts of that Dreamforce session which I thought were really valuable for anyone wanting to attain their Salesforce admin certification.  I will focus the blog on “How to Pass the Salesforce Admin Exam Using Trailhead” although the Dreamforce session did give insights into other trails to study for other Salesforce certifications.

 

Why Get Certified?

How to Pass the Salesforce Admin Exam Using Trailhead

I get this question from customers, friends and veterans at least once a week. Below is a really cool graph seen at Dreamforce session which shows a correlation to certifications and annual salary. The info below is pretty compelling and speaks for itself.

How to Pass the Salesforce Admin Exam Using Trailhead
* 70+ people surveyed at Denver User Group, courtesy of Brent Downey from AdminHero.com

 

 

 

 

 

Trailhead

How to Pass the Salesforce Admin Exam Using Trailhead

As many of you know, Salesforce’s Trailhead is a fun, free, interactive way to learn about all about Salesforce There are many ways to approach learning Salesforce and with Trailhead it breaks down learning into “Trails”, “Modules” and “Units” as you navigate and choose your own path to learning.  When you navigate the trails, challenges come your way and you acquire points and ultimately earn badges. I have seen the way Trailhead ‘gamify’s’ learning Salesforce and it can become addictive to get more and more badges. As you read this blog post, consider acquiring more badges beyond the ones recommended below.

 

Admin Exam Background

Before we get into which trails and modules to go after, let’s briefly discuss the exam and and some background behind the exam. The exam is 60 questions of which 39 you must answer correctly to pass and earn your certification.  Additional details about the exam can be found on this blog post I wrote last year in the ‘Exam Strategy’ section. For a bit of context as to why certain badges are recommended in this blog, one must look at the break down of the exam and what areas are weighted more than others. In the table below, these are the percentages of questions related to objective area. This information below is from the study guide published by Salesforce.

How to Pass the Salesforce Admin Exam Using Trailhead

Trailhead Badges/Modules to Secure

If you are first time user to Salesforce, I would recommend “CRM Basics” to get the baseline understand of what CRM is about and how to navigate the tool and get used to Salesforce.  Here are the badges and modules recommended in the Dreamforce session as you begin your journey to secure your Salesforce admin certification.

Badges:

How to Pass the Salesforce Admin Exam Using TrailheadHow to Pass the Salesforce Admin Exam Using TrailheadHow to Pass the Salesforce Admin Exam Using Trailhead

How to Pass the Salesforce Admin Exam Using TrailheadHow to Pass the Salesforce Admin Exam Using TrailheadHow to Pass the Salesforce Admin Exam Using Trailhead

How to Pass the Salesforce Admin Exam Using Trailhead

Modules/Units:

How to Pass the Salesforce Admin Exam Using Trailhead

How to Pass the Salesforce Admin Exam Using Trailhead

How to Pass the Salesforce Admin Exam Using Trailhead

 

Additional Resources For You

As you begin your journey through Trailhead, don’t forget there is a whole community of resources out there to help you further your career and education in Salesforce. Below are the recommendations from the Dreamforce session on this subject, plus a few others I have added.

How to Pass the Salesforce Admin Exam Using Trailhead

Best of luck in your studies!

Hector Perez Jr.

 

 

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