My name is Mike Wheeler and I teach Salesforce because I am passionate about the platform, and the awesome things you can build quickly on it - including your career! I have taught over 100,000 students how to use Salesforce and pass Salesforce Certification Exams.
In this video I answer a question about unique profiles for each position in the role hierarchy.
What happens to an opportunity once the close date is met? Watch this quick video that goes over, and answers that exact question.
In this video I show you the Best practices for naming roles and profiles inside of Salesforce! For naming roles and profiles, such as should you use ‘rep’ or ‘representative’? I don’t know that there’s necessarily a best practice. I think the main best practices when it comes to roles and profiles is to not Read more about Naming Roles and Profiles, Best Practices[…]
This is a short clip from a previous live QA session. I noticed several related questions around how objects relate to one another in Salesforce. There was some confusion around the Lead Conversion process stated in those questions, so I discuss here how a Lead record can be converted into a Contact, Account and Opportunity.
I’ve recently released a 3-part series (episodes 18, 19 and 20) on my Urelevant podcast called the 6 Fundamentals to Getting Salesforce Certified and Hired in 2021. I cover two fundamentals in each of the episodes, which you can listen to below: Episode 18 Episode 19 Episode 20
This is the full episode for our third live Salesforce call in show, filmed November 17, 2020. Register to attend future episodes here In this episode, I discuss the Nonprofit Success Pack and share a lot of resources, including a free course! I also show you how to find volunteer opportunities as well as Read more about REPLAY: Live Salesforce Call-In Show – November 17, 2020 Full Episode – Nonprofit Success Pack[…]
Live Admin Class This Monday night, we covered the Service and Support Applications knowledge area in the live class. With a weighting of 13%, this is a critical knowledge area for your admin exam success. We have now completed five of the nine weeks of this live class. Click here to get on the waitlist Read more about Week in Review – November 20, 2020[…]
I went live for my Live Salesforce Q&A Call-In Show – MikeWheelerMediaLive.com show. For this week’s show, I discussed Salesforce Nonprofit Cloud. I also answered over a dozen additional questions and will be releasing the full episode replay soon. I wanted to highlight this particular segment of the show, because there’s something unique to the Read more about In the Now – Nonprofit Cloud Edition[…]
This episode of my Live Salesforce Call In show was recorded Tuesday, November 10, 2020. Register here to attend future live episodes We discuss Dreamforce 2020 updates and I answer a lot of questions from the audience. I demonstrate how to find industry specific opportunities, using Financial Services as an example. Resources shared: Financial Read more about REPLAY: Live Salesforce Call-In Show – November 10, 2020 Full Episode – Financial Services Cloud[…]
Live Admin Class We covered the Marketing and Salesforce Applications knowledge area in the live class. With a weighting of 14%, this is one of the critical knowledge areas to understand well. Many people have attributed the live Administrator Certification class as what helped them connect the dots and pass the exam. Click here to Read more about Week in Review – November 13, 2020[…]