At the start of the year we were mid-pandemic and I was working as a carer looking after the elderly to keep me busy. I was in the process of completing my Business A-Level and was eager to begin working within the Business and IT industry. After months of searching in a time where unemployment was high and opportunities and morale were low, eventually I […]
As part of my Apprenticeship with learning providers LDN Apprenticeships, I was tasked to write a document on a project I had delivered to showcase my knowledge and experience as a business analyst and Salesforce consultant working at Coacto. I wanted to share with you a brief overview of the 112 page project report document that I worked on and have completed over 3 months. […]
Web-to-lead is the connector between any type of contact form on a website and the lead object within a Salesforce system that captures enquiry information. It allows information from a contact form to be automatically populated into Salesforce to save you having to rekey this information. There is nothing to download and install, you simply need to add some HTML code into your website forms […]
Ensuring data is as accurate as possible is extremely important for reporting purposes. A new customer who recently joined us had very messy data within their existing system. The challenges ranged from data which was put into text fields rather than fields specific to the data’s purpose, pick list values which were not selected, household contact data captured in the wrong contact and many other […]
Understanding statistics at a high level where all the key information is captured in one place is an important overview to have within a system. Find out how I used the universal roll up summaries, formula fields and validation rules to capture a summary of key data from an event in a customer’s Salesforce system. Using roll up summaries to calculate the sum of a […]
