Vandevelde Jan

Certified Salesforce Consultant || Salesforce MVP

Today I became a Salesforce  MVP. I was not fully aware until my phone didn't stop buzzing because my twitterfeed started exploding ;-)

I'm super thrilled with that honor, in fact I’m still not sure I fully understand how I deserved it, but that doesn't mean I don't want to be ;-) and hopefully for many years to come!

For those who don't know what the MVP Program is and why it's such an honor to be recognized and accepted in the program, let's start by explaining what it is:

According to Salesforce, the MVP Program recognizes exceptional individuals within the Salesforce community for their leadership, knowledge, and ongoing contributions to the community. They embody and represent what the spirit of the community is all about by being accessible & responsive, while sharing their expertise and knowledge about the ecosystem. MVPs are also leaders in the community and brand advocates for Salesforce as well as the community.

Reading that I think you can realize how very honored and excited I am to even be nominated and accepted.

I know a lot of MVPs have helped in numerous ways over the past few years either on a personal level as on a professional level:

  • Giving me great advice
  • Providing me with solutions to common day-to-day salesforce problems
  • Creating complex formula's (SteveMo Formula Guru)
  • Motivating me to try harder and not give up if I am looking at a specific problem for hours. Yes that still happens ;-)
  • Pushing me to speak at events
  • Providing me with best practices
  • Just showing me they care
  • Learning me to code (yes you did David Liu!!) Thank YOU!
  • ...

In my professional career, there is one thing that has always been particularly special and valuable to me: the mentorship that I’ve received. People in the community take time out of their busy schedules to help me not only be a better professional, but a better person all around. Good advice and empathy are a priceless gift that I’ve been fortunate enough to receive. Therefore, I’m going to work hard to put my energy into the MVP Program, so that I can hopefully help some others in a similar way.

But of course I couldn't be where I am right now in my career, heck I wouldn't even never have heard of Salesforce, without the help of some really special people, dear to my heart! And I would like to take this opportunity to thank them.

First and foremost 2 great people managers that managed me for several years when I just came out of school and started as a callcenter agent at Orange. They saw great potential in me and gave me lots of opportunities during the first 11 years of my career: Isabelle De Brock & Mario Renneboogh. They have supported me being more assertive, give feedback, learn to coach, train and motivate people!

It's also thanks to Isabelle, who after leaving and starting a new career at a Waste Management company on the verge of implementing a new CRM, that I learnt to know about Salesforce. In 2009 Salesforce was chosen as the new CRM application at Van Gansewinkel (now Renewi) and she persuaded me to resign and come to work for her and wanted me to become a Salesforce Key-User and Trainer during the implementation. After careful consideration I grabbed that opportunity and I never regretted it!

I participated in the implementation, saw the power of the platform, wanted that business users loved their new tool and I started to learn, learn, learn. For several years I trained, coached and supported 700 users while bringing in new ideas to the implementation team. Until, in 2013, a Flemish law in Waste Management changed and we needed to inform 50K customers and have them sign a new contract. We had no resources nor capacity, nor were our systems ready to do this on a short term, so my management came to me asking to design a solution that met the following requirements:

  • It needed to happen within 3 months
  • Fully automatic
  • As less work for internal employees as possible
  • Reach the 50K customers and inform them
  • Use that as opportunity to extend their contract
  • Use it as opportunity to upsell
  • Oh yeah and our internal Salesforce team and Project team has no resources available for the moment

I designed a self service portal on Force.com integrating with our ERP to show our customers their current services, the missing services, introduced them to the new law and made use of the opportunity to sell them those missing services for a bargain and/or extend their contract. Hiring an external implementation partner to build it and making use of Salesforce Marketing Cloud, Nintex Document Generation and Docusign this could all happen with just sending a bulk emailing to our existing customers, and behind the scenes everything was created in Salesforce. The contact was updated, the opportunity with products and new services logged, signed contract was captured and activated and a case was created to our back office to handle the order. This project was a huge success! Such a success, that they presented it at Dreamforce in 2012. Shortly after I was asked to join the internal Salesforce Change Team and become an fulltime Salesforce Business Consultant & Admin.

This project changed my life around because now I was sitting behind the buttons and could actually push them ;-)

I worked closely with my colleague who setup our Salesforce environment from the beginning and he actually became my mentor. Rene Te Poel, a big thank you for sharing everything you new about Salesforce and giving me your support and guidance! We made fantastic stuff and we all had to thank Frank Salens our Head of Change, who from the beginning saw what Salesforce could do and always wanted to be one step before the competition! You weren't shy to try out new Salesforce features at all, giving me the opportunity to learn to know them and use them ranging from Sales Cloud, Service Cloud, Marketing Cloud, Nintex, Docusign, MapAnything, Communities, Live Chat, Service Console, custom apps, appexchange apps, you name it,... Van Gansewinkel had it!

This was the time I really fell in love with the power of the platform!

As an admin who needed to learn everything, the community was my go to place to search for solutions and luckily there were lost of people eager to help and a lot of them were Salesforce MVPs!

There were a couple of things I missed at that time, face to face contact with experts, discussing with like minded people, sharing common problems and discussing possible solutions and just learn more about Salesforce! 

In the online community I was getting answer and help and I heard a lot about User Groups in America, but there wasn't one in Belgium. I missed that, really missed that! And weirdly enough I think somebody read my mind or it was telephathy but only a few days later the Belgium User Group was created by Samuel De Rycke (MVP) & Matthew Schutz. Ofcourse I immediately subscribed and on a rainy december evening 2015 5 people were sitting at a table in a pub discussing what we wanted to get out of meetings about Salesforce in Belgium. Matthew was London based and wanted somebody to help Samuel in leading this newly created User Group and I accepted. For the past 3 years now our User Group has grown to an average attendance of 50 people, meeting every 2 months sharing their experiences, discussing new features, going through release notes, doing Trailhead exercices, having fun!

Meanwhile more User Groups have been created in the BeNeLux by AWESOME and PASSIONATE people like Sergey Erlikh, Rob Van Waveren, Pattrick Ittah, Martijn Schwätzer, Hans Post, Ayako Sawada, Jesse Hoosemans, Sjoerd Woltjer, Erik Van den Hurk, Cornel van der Heiden, Bhavna Bahnoda, Giorgio Vinci, Paul Ginsberg, Andre Van Kampen, Lianne Aurik, Ruben Schuring, Thomas Cherlet, Julie Minners, Kevin Jackson, Nathalia Medvedeva and Michaël De Feyter! Be sure to join them all at www.beneluxusergroups.com to stay up-to-date on next events!

And keep an eye out on social media when we open registrations for our new Community Lead Dreaming Event called "YeurDreamin", that will take place for the first time in april 2019!!!

After 3 years as an admin & developer at Van Gansewinkel I joined a consulting firm with values that are completely aligned with what I value most, 4C (Platinum Partner). This gives me the possibility to be surrounded by experts, learn from them, share my knowledge with them & help different customers get the most out of Salesforce on a day-to-day basis! I really want to thank my 4C Family for letting me in and coping with my loud voice ;-) They provide me with all the support I need to become better at my job, but also to give back to the Salesforce TrailBlazer Community by hosting User group events, letting me spend time to organize them and contribute in several ways, spread my passion, learn more, network and go to Dreamforce to meet all those awesome people!

Being so passionate about Salesforce my colleagues even think I'm a walking Salesforce billboard because I have more Salesforce branded clothes than normal clothes! And I actually ware them ;-) but hey I'm not sleeping with the mascottes yet, so I'm not complete freak yet ;-)

But man,... MVP..., who would have ever imagined I would become part of that AWESOME group of people! I hope to be able to help lots of others in the same way they have all helped me (and hopefully keep helping me) in the future! I will certainly give it my all!

I wonder what the future will bring.

Again thank you all for your support, for your nomination and being my friends! What a wonderful year this will be.

 

 

 

So, I had one of the most read blogposts from the last 2 years, ever since Salesforce acquired Steelbrick CPQ: Tips for passing the Salesforce CPQ Specialist Certification

My post was even referenced in the Offical Salesforce CPQ Admin Essentials for Experienced Administrators (CPQ-211) course, which was an honor for me, for the time it lasted ;-)

But Last month Salesforce decided to decommission the old Steelbrick Community to which almost all my links were pointing, so that post became totally useless now :-( #SadFace and integrate it all into the Help and Training portal for CPQ. => this is the place to be to stay current about new Salesforce CPQ features!!!

I see a lot of frustrated Salesforce consultants wanting to get certified, but not finding their way to the correct learning resources, and contacting me that my links are broken... Even on the TrailBlazer community a lot of frustrations are posted about this. I don't know why Salesforce has not made sure that EVERYTHING was ported over to help and training and setup the correct redirections, so this transitions would have been smoother for everybody, but they will have had a reason ;-)

Good news for all you out there wanting to become a Salesforce Certified CPQ Specialist and honor goes to SIMPLUS that was just in time to create the following eBook which contains almost everything that was hosted on the old Community!

!!!!!!!!

Download the Simplus Salesforce CPQ StudyGuide here!

!!!!!!!!

Big Kudos to Simplus and I'm prett sure that Gilles Muys (former Technical Architect Steelbrick) had something to do with it, so you can trust the contents!

Salesforce Certified CPQ Specialist

Most of you know I love working with Salesforce CPQ and since a short time also Salesforce Billing. If you don't know what the new Salesforce Quote-To-Cash is and why I like it so much then read my blogpost on it.

Living in Belgium and interested in learning more on Salesforce Quote-To-Cash? Then join the Belgium User Group session on April 25th 2017 and register here for free!

Beginning of february I had the chance to participate in the Beta Exam for the new Salesforce Certified CPQ Specialist certification exam. Having passed 6 Salesforce certifications at first try, having followed the Steelbrick CPQ Technical Training course, passing the CPQ Brown Belt accreditation and having more than 7 months experience in assessing & implementing Salesforce CPQ configurations, I thaught it would be a walk in the park... Well I guessed wrong,...VERY WRONG! I failed a Salesforce exam for the first time. Major Bummer! But I'm not ashamed of it ;-)

Actually it did not come as a surprise because when I came out of the exam room I just knew I didn't pass, but because it was a beta we would only get our results after 2 months. 2 months of waiting and being completely baffled by the level of detail and complexity those 110 questions were, including calculations with block prices (type slab) and discount schedules with quantities in each slab and having percentages like 12.5% and 15% and not being able to use a calculator??! In this day and age?? I can honestly say I'm not bad at math but it has been more than 18 years since I had to perform manual division with pencil and a paper ;-) I lost a lot of time at those exercises and couldn't finish responding to all questions within the given time. 8 questions unanswered and time was up... this never happened before :-(

So when approximately 2 months passed and I received my negative results I wasn't surprised, on the contrary, I gained extra motivation to pass this exam as soon as it would be made publically available to register again.

And yes about 2 weeks ago Salesforce announced this new certification was open for registration and I immediately registered and booked a seat for today, but this time I would be EXTRA prepared! This would not happen again and I want you to be prepared also!

Oh yeah and by the way I PASSED ;-) I am now a Salesforce Certified CPQ Specialist... #OVERJOYED

So for that reason I 'll list some resources for you to study and prepare yourself for this exam, but be aware for the following:

  • Do not only read the resources listed underneath, you'll need to understand the concepts very well!
  • Theory only will not get you to pass this exam, at least spin up a dev org and install CPQ and try configuring some bundels, quote them, make sure to create a quote template including Terms and Conditions! You can find the downloadlinks to the latest CPQ version here.
  • If possible and you have access to partner training or premier training follow the Steelbrick Learning Pathway
  • If you see any links to other articles within the articles hereunder, click through and read them! 
  • If an article contains a video, watch the video!
  • Get into the details!

So here are the resources that can help you study for the Salesforce Certified CPQ Specialist exam and without reveiling any questions I've put 1, 2 or 3 exclamation marks for subjects on which I received questions and how many questions. So !!! means multiple questions or very detailed questions.

 

UPDATE: THE OLD STEELBRICK COMMUNITY HAS BEEN DECOMMISSIONED! ALL LINKS HAVE BEEN REMOVED!!

UPDATED BLOGPOST HERE: http://www.vandeveldejan.com/tips/for-admins/24-updated-study-resources-salesforce-cps-specialist-certification

  • Access the official Study Guide
  • Trailhead CPQ Basics
  • Adding Features
  • Adding Options
  • Changing Option Selection Method !
  • Controlling when Bundle Configuration is Required
  • An Overview of Product Bundles
  • Adding Option Constraints
  • Check Prior Purchases & Option Constraints (To Avoid Creating Product Rules) !!!
  • Product Validation Rules !
  • Configuration Selection Rules !!
  • Alert Rules !
  • Overview of Product Rules
  • Create a Product Rule Based on a Prior Purchase !
  • Product Actions !
  • Configuration Attributes
  • Price Rules from Configuration Attribute !
  • Configuration Attribute Layouts
  • Hiding Options in Configurator !!
  • Auto-Mapping: Twin Fields !
  • Auto-Mapping: Twin Fields Q&A !
  • Bundle & Feature Level Field Sets
  • Product Managed Fields
  • Smart Start
  • Setting Configuration Type !
  • Package Product Code !!
  • Package Product Description
  • Subscription Pricing
  • Guided Selling Overview
  • Building a Workflow to Map Quote Process
  • Dynamic Questions in Guided Selling
  • Guided Selling Use Case !
  • Custom Actions !
  • Search Filters !
  • Dynamically Displaying Quote Line Columns !
  • Draft Watermark Added to Quote PDF
  • Creating Template Sections !
  • Translating Quote Templates
  • Quote Template Fields
  • Setting Document Output Formats !
  • Creating Dynamic Proposals !!
  • Custom HTML Template Content Troubleshooting !
  • Receiving error when previewing Quote Template: Invalid conversion from runtime type Boolean String
  • Create Template Content
  • Multiple Quote Term Sections
  • Building Quote Term Conditions
  • Creating Standard Terms !
  • Lock Quote Term from Edits
  • Merge Fields !
  • Generate Documents !
  • Filtering Line Items to Display in Separate Sections
  • Line Item Groups !!
  • Automatically Grouping Line Items in Quote Templates !
  • Configure Quote Line Item Columns !
  • Block Pricing !!
  • Discount Methods: Discount Schedules Overview !!!
  • Combine Block Pricing with Discount Schedules !!!
  • Percent of Total Pricing !!!
  • Cost & Markup Pricing
  • Price Rules 1 - Overview, Price Conditions & Price Actions !!!
  • Lookup Object / Table !!!
  • Real-Time Price Rules in Configuration !!
  • Writing Advanced-Calculator-Compatible Formulas
  • Overview of Product Pricing !!!
  • Quote Line Managed Fields !
  • Adding Summary Variable
  • Original Price - MSRP Pricing !!!
  • User-Defined Discount Schedules
  • Discount Methods: Discount Schedules Overview !
  • Multi-Dimensional Quoting (MDQ) !
  • Configure Steelbrick CPQ Package-Level Settings !!
  • Making MDQ Products Appear in the Standard Table by Default
  • Segmented Products: Yearly
  • Custom Segments in MDQ !!
  • Quote Line Managed Fields !
  • Monthly & Daily Prorate Precision !!
  • Subscription Pricing !
  • Effective Quantity
  • Discount Methods: Partner Discounts
  • Quote Calculation & Triggering Calculations !!
  • Contracted Pricing !
  • Ignore Parent Contracted Prices !
  • Auto-Generating a Contracted Price 
  • Change Auto-Populate Behavior in New Quotes
  • Opportunity Products Troubleshooting !
  • Edit Lines Page !
  • Bundle & Feature Level Field Sets !
  • Quote Line Editor Overview
  • Permissions on Profiles !
  • Field-Level Security
  • Contracts Overview !
  • Contracting Assets
  • Renewal Overview 1 - Setup !!
  • Preserve Bundle Structure on Renewal Quotes
  • Asset Amendments !
  • Localization with SteelBrick - Translation Overview !

I hope you will be well prepared for this exam and I wish you lots of success!

 

 

As a Salesforce Administrator & Developer I’m always looking to expand my knowledge on the Force.com platform.

Salesforce provides lots and lots of different resources to its customers which help them to better work with the platform and deliver “best-in-class” results. Ranging from the Help & Training portal to the different Customer Success Communities, as well as the different free workbooks and paid instructor-lead courses they offer.

A couple of days ago I stumbled upon a new, completely free, way of learning that Salesforce developed called Salesforce Trailhead

Read more: Salesforce Trailhead: a new way to learn working on the Force.com platform

As a Salesforce administrator you are probably confronted with a lot of data files in Salesforce on a daily basis, just like me. And what #awesomeadmins ALWAYS do before import data into Salesforce is preparing the file for import!

Read more: How to deal with the case insensitive VLOOKUP in Excel when preparing a Salesforce datafix?

While preparing for my Salesforce Certified Administrator exam, which I passed in april this year, I wrote some notes down to review just before taking the exam.

The majority of the notes came from someone else who took the exam somewhere beginning of 2012, and as I was watching the video’s on Premier Help & Training portal, I edited and corrected them and even added some content to them.

Read more: Sharing my Salesforce Certified Administrator preparation notes

For the past few weeks, while the family was eating, drinking and having fun over the holidays, I was actually preparing myself for the Salesforce Certified Advanced Administrator exam.

Maybe this seems a bit dorky to you, but I was actually having fun too ????

Discovering functionality that I hadn’t used before, playing with it in a developer org, making notes, trying out some own ideas tweaking the exercises… that’s just pure fun isn’t it?!

Read more: Nice way to start 2015: Passing the Salesforce Advanced Administrator exam.

Almost every Salesforce admin knows how to create an email template which can then be used in Workflow Rules, Process Builder, Visual Flow or just manually from the “Send email” button in the activity history related list.

Actually when creating an email template you’ve got 4 options:

  • Text
  • HTML (with a letterhead)
  • Custom (without using a letterhead)
  • Visualforce

The first 3 options let you create email templates containing mergefields of a particular object and fields of lookup relationships going up, but not down.

In most cases that’s all you need. But what if you would like to create an email template containing records from a related list like for example an Order Confirmation Email, containing the Order Details and a table of it’s related products ?

Read more: The not-so-scary Visualforce Email Template as Order Confirmation Email

In case you use different pricebooks and products in your Salesforce org, there may come a time that you wish you could set a pricebook and go to the product search page without having the user select a pricebook from a click of a button.

Read more: Skip the pricebook selection page and go directly to productsearch depending on fieldvalues

As a Salesforce Admin you sometimes wish you could create a custom button on an object that does one thing depending on a certain condition or does something else if the condition is not met.

This is possible but mostly requires some javascript knowledge. A lot of new admins, including myself at one time, depend on an external consulting firm because it means you’ll have to use some sort of code.

My company depended on external consultancy for such requirements and after letting then create some, analysing their code, I actually can create them myself now.

Read more: Creating Conditional Custom Buttons in Salesforce: some use cases

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Contact Info

Jan Vandevelde

Ninoofsesteenweg 42

9450 Denderhoutem

België

Mobile: +32 (0) 472 58 47 67

 

Email Address: contact@vandeveldejan.be

VAT BE 0882 025 057

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