Resources

Things worth knowing, whether you are running Salesforce or learning it.

Everything here is free and open — no forms, no email address, no follow-up sequence. 

Guides

Practical write-ups on the questions clients ask me most — reading a partner’s Statement of Work, what to check before you buy more licences, and what a healthy org actually looks like.

Coming soon. When they land they will download straight from this page. 

When does my org get the next Salesforce release?

Salesforce upgrades every org three times a year — Winter, Spring and Summer. The dates quoted in blog posts are when the rollout starts, not when it reaches you. Your date depends on which instance your org sits on, which is why no single calendar on a website is right for everyone.

To find yours: in Salesforce, go to Setup, then Company Information, and note your Instance. Then go to status.salesforce.com, search for that instance, and open the Maintenances tab — your upgrade window is listed there. Release notes for every version are published at salesforce.com/releases.

Certifications

I hold five active Salesforce certifications: Platform Administrator, Platform App Builder, Experience Cloud Consultant, Agentforce Sales Consultant and Agentforce Service Consultant.

Certifications are maintained against each Salesforce release, so they track the platform rather than the year I sat them.

You can verify all five, and see what I am working through now, on my Trailblazer profile.

 

If you are learning Salesforce

Double Star Ranger, 252 badges, and a number of Trailmixes built for teams I have trained over the years. Three of them are public, and are the ones worth your time:

Sisa Charity Trailmix — the core platform, aimed at your first certification.

Implementation Consultant Basics 101 — starting the path into the partner ecosystem.

Quick Wins: Optimise your Sales Cloud Experience — short modules you can act on today.

I also put early-career consultants on supervised charity builds. If that is you, get in touch.

If what you needed is not here yet, tell me what it was. It is the quickest way to influence what I write next.

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