Salesforce Einstein Analytics and Discovery Consultant Certification Tips

Over the past few years I have worked numerous times with Salesforce Einstein Analytics (now Tableau CRM) and always wanted to get pass the Salesforce Einstein Analytics and Discovery Consultant Certification but never had the time. I found myself with a a couple of days free before the Christmas holidays with nowhere to go, so I set about getting myself certified. As a slight spoiler, I passed, here are a few things I found helped me to achieve the certification. Note I will use the old name “Einstein” throughout this post to match the exam.

Don’t forget to check out the Cloud Galacticos Salesforce Certification Help page for info on other certs!


Before We Start – What Even is Einstein?



Firstly, I want to just clearly define what is being discussed here. In this blog I am referring to Salesforce Einstein Analytics (now known as Tableau CRM) and the related Discovery tools. Einstein is a fairly catch all term with Salesforce now and so it can be confusing. This exam and certification focusses on these products specifically and not any of the following:

  • Next Best Action
  • Bots
  • Language
  • Vision
  • Prediction Builder


Salesforce Einstein Analytics and Discovery Consultant Exam Format

There are 60 multiple choice questions that are scored with 5 non-scored questions, with 90 minutes to complete. The passing score is 68% or 41 marks. The key areas covered in the exam are:

  • Data Layer – 24%
  • Security – 11%
  • Admin – 9%
  • Analytics Dashboard Design – 19%
  • Analytics Dashboard Implementation – 18%
  • Einstein Discovery Story Design – 19%

Of all the Salesforce exams I have taken this is one of the more evenly distributed in terms of material so make sure you cover off all of the areas thoroughly. The exam also covers a lot. Einstein Analytics and Discovery/Tableau CRM is a full platform rather than just an individual product and it shows.


Study Resources

If you really want to get really detailed information on everything to do with Einstein then the best place to go is the Salesforce Blogger site where Rikke Hovgaard and others share an absolute ton of tips, tricks and information. A few of the Galacticos team enjoy the blog and even if you have passed the exam I would highly recommend reading through it.

Trailhead has got lots of great trails and resources for you including two very detailed superbadges. I haven’t done the superbadges all the way through. However, they are extremely detailed and completing them will surely ensure you are ready.

Salesforce Einstein Analytics and Discovery Consultant superbadges

I also took one of the Trailhead Academy courses for Tableau CRM, namely the ANC301 course as a refresher as I was familiar with the tool. The course was a really good 3 day deep dive into building out dashboards and managing data. If you have the chance, I would highly recommend attending a course to help prepare you as they contain a lot of detailed info and allow you to ask questions of an expert. As a disclaimer, I do teach some of the developer courses for the Trailhead Academy, but love attending them regardless.


Salesforce Einstein Analytics and Discovery Consultant Certified!


Salesforce Einstein Analytics and Discovery Consultant Certification


Cloud Galacticos 2020 Highlights

There’s no denying that 2020 has been a strange and difficult year for many people. So as this year comes to a close, the team at Cloud Galacticos tell us their highlights, and what they’ve been grateful for this year. Why not join in the conversation on Twitter using #SalesforceGratitude?


Val Southern, Senior Salesforce Consultant

“My first work related highlight would be passing both the Salesforce Platform Developer I (PDI), and the Sharing and Visibility Designer certifications on the first attempt. It felt particularly good to have studied successfully to a structured plan. I did not leave school with great results, so it probably was something of a ‘see if I can do it for myself’ situation. It was a great confidence booster!

Finishing the Cloud Nine implementation was another highlight this year. I had to overcome some significant challenges and this project was a learning process for me. Not my first implementation by far but it was different from any other. I really enjoyed working with the Cloud Nine team and took away a lot of satisfaction from helping them. I also enjoyed mentoring Katie in the first few weeks of working at Cloud Nine.

On a personal note, I’m grateful for witnessing my partner’s success in her new writing career. For most of 2020, Jen has been going through the (surprisingly complex) process of getting her new book series ready to be published. I’ve been lucky enough to have done some beta-reading, and loved brainstorming funny ideas for story ideas and illustrations. I could not be prouder!”


SalesforceGratitude Phil Walton

Phil’s #SalesforceGratitude

Phil Walton, CEO

“I think my highlight of 2020 is seeing how adaptable we all are. It is easy to get used to the status quo (not the band!). Big changes or events can really shake things up and enforce change. When life throws you lemons, make lemonade!

Also, it wasn’t a choice to stay in the house for months on end, but I’ve been grateful for the chance to spend more time with my family. In the last couple of years I have spoken at Salesforce events on five continents. This year I am not sure I have gone 5 miles away from my house.

I have also enjoyed reading books. I got out of the habit, but this year have read a mix of fiction (including some 1970’s science fiction that I found in a skip!?), and non-fiction (including Paul’s book, Ines’ book, The Barcelona Way, Range, Factfulness).”


Emma with one of her paintings

Emma with one of her paintings

Emma Frost, Project Manager

“I’m grateful for the fact that we now have a second person, Pippa, to work on project management. It has been great to share the workload with her. Also having someone else to bounce ideas off and discuss what we can do to improve our project management offering.

This year I managed to launch a new website for my landscape painting. With opportunities for art fairs and exhibitions completely at a stand still, I knew it was time to sort out my online offering in order to continue selling work and reach new audiences. It was a lot of work and I’m very proud of the final result.

Finally, I’ve managed to give out over 100 bikes through my charity, Bikes in Need. During lockdown I have given pool bikes to be used by asylum seekers staying in a hotel on the outskirts of York. This took me over the magic 100 which has been a personal goal since I started.”


Rhi McCorkindale, Lead Developer

“My work-related highlights for 2020 would be getting the Salesforce Certified Service Cloud (SP20), and Salesforce Certified Nonprofit Cloud Consultant (SP20) Certification. These were areas that I have done a lot of work in but so far hadn’t taken any certifications for, so it is nice to be able to back up my experience with the relevant certifications. I hope to make some inroads into the Integration Architecture Designer Certification too this year as part of the journey towards becoming a Certified Systems Architect.

Outside work, it would be moving house. We were lucky enough to move just before the first lockdown happened. The new house has much more space for myself and my partner. We both work from home full time, along with my partner’s children who also spent half the time in lockdown here. With the extra time on our hands, we were able to do a lot of work renovating the house and garden. Looking forward to being able to have visitors in 2021!”


Learning Salesforce Development with Apex by Paul Battisson

Paul’s first book, ‘Learning Salesforce Development with Apex’

Paul Battisson, COO

“I think my main highlight for 2020 has been getting my first two books published!

I’ve always had an itch to write a book, but this year thanks to lots of time indoors and a lack of travel options I managed to get not one but two books on Apex programming written. It has been great to have the physical copies of the books in my hand and to finally share some of the practices and tips I have learned over the past 12 odd years with the rest of the Salesforce Ohana.”


Nkosi Ncube, Developer

“Amazingly, I managed to run a total of 200 miles during the first lockdown with my wife. We’ve been married 18 years and never thought this day would come. And a work highlight would be having two go-lives on projects!”


Sales Cloud Consultant Certification Luke Menzfeld

Luke’s Sales Cloud Consultant Certification

Luke Menzfeld, Salesforce Consultant

“ It has been a turbulent year for all with a very real requirement to adapt to day-to-day life in many different ways. My ‘highlights’ would be surviving and thriving in lockdown, changing jobs/starting at Cloud Galactico, hosting a number of events for the Newcastle User Group, mastering domestic project management (a.k.a home improvements), lawn management and gaining three Salesforce certifications.”


About Cloud Galacticos

Cloud Galacticos is a Salesforce Consulting Partner with an all-star team. We are user and developer group leaders, bloggers, MVPs and all round Salesforce nerds. We have people all over the UK including Manchester, Leeds, Newcastle, Sheffield and London. If you are looking for a Salesforce partner with experience who can help you make the most of your org, why not give us a call?


Salesforce Sales Cloud Consultant Cert

We like to encourage our team to keep on learning and developing their Salesforce skills, especially as we operate in a fast moving and dynamic environment. One of our newest team members, and most recent to gain a new certification is Luke. He passed his Salesforce Sales Cloud Consultant Certification. We caught up with him to find out more…


What made you decide to take the Salesforce Sales Cloud Consultant Certification?

I wanted to formalise my knowledge and experience related to Sales Cloud both for myself and also for future clients. I always try to make continued learning part of my routine.


How did you approach the prep for the exam?

I usually follow a set format for exam preparation, but took a slightly different approach this time. Here’s a mix of the steps that I took, with some recommendations:

  • Always start with the exam guide and review it thoroughly. Make sure you know what the exam is actually assessing.
  • Find the suggested Trailmix on Trailhead for the certification and assess where you stand. Have you already completed 50% of the content? Great, what’s left? How will you tackle it? Are any of your knowledge gaps linked to the topics in the exam outline? Which are weighted the highest? This will get you started on the right track.
  • I picked up a Udemy course from Mike Wheeler which provided 11 hours of content covering the full range of topics on the exam. This was a very useful material to start my preparation. Credit to Mike Wheeler. Don’t underestimate how long it will take you to work through this volume of content.
  • Next up was the Focus on Force content which is a staple for any exam. If you’ve completed the steps above and are on your way with your preparation, then tackle one or two of the full exams to identify which areas need your focus. Prioritise, study, sit the topic exams and repeat. Credit to Martin Gessner, particularly for providing the ‘Full Screen’ option for the study guides…  It’s a game changer!


Was the Salesforce Sales Cloud Consultant cert difficult, and any tips for people thinking of doing this exam?

This exam pressured me for time. Whilst I wasn’t shocked by the questions and content, I only just completed one full review in addition to the time taken to complete all of the questions.

In terms of tips for the exam itself, make sure you know Opportunity Management, Account Management, Campaigns, Forecasting & Project Delivery inside out.

In general, put the hours in, have a plan, tackle the highest weighted topics with study, discovery in a developer org and practical research. Don’t go into the exam with any assumptions. It’s in your hands to check it out beforehand. 


What does passing the Salesforce Sales Cloud Consultant cert mean to you in terms of your daily work at Cloud Galacticos?

If anybody has project demand for a multi-currency, Enterprise Territory Management project with Cumulative Forecasting & Quota tracking then get in touch! Day to day I’ll pass this learning and advice onto clients and the team where required to support project work.


Do you have any other Salesforce certs that you plan to take in 2021?

Yes, I have lots of plans for future certifications into 2021. A mixture of formalising existing knowledge but plenty of opportunity for new knowledge and skills too. The process demands a lot of extra time, study and effort but I’m yet to complete one where I haven’t seen value or have learned lots of things that I didn’t know before I started.


About Cloud Galacticos

Cloud Galacticos is a Salesforce Consulting Partner with an all-star team. We are user and developer group leaders, bloggers, MVPs and all round Salesforce nerds. We have people all over the UK including Manchester, Leeds, Newcastle, Sheffield and London. If you are looking for a Salesforce partner with experience who can help you make the most of your org, why not give us a call?

Phil's Salesforce Tip of the Week

Salesforce Anywhere and new JavaScript Certification – Phil’s Salesforce Tip of the Week #406

Last week was TrailheaDX, Salesforce’s virtual reimagining of their developer focussed conference and there were a number of exciting new announcements. We have a more detailed blog coming up soon, but wanted to share in this week’s tip what we think are the two biggest announcements; Salesforce Anywhere and the new JavaScript Developer I Certification.

Salesforce Anywhere

Salesforce Anywhere

The biggest new announcement was Salesforce Anywhere, what looks to be a total reimagining of the Salesforce application to massively improve collaboration. The demos showed it featured one on one chat, group chat, voice, video and real time alerts all together in your Salesforce UI. For those familiar with Quip, the discussions feature seems to tie in heavily with how that operates, and the ability to see who else is collaborating on a record will be incredible for team discussions. Chat, voice and video in Salesforce will be great tools to add in to make it easier for teams to continue collaborating where they are already working without needing to context swap. I also think real time alerts are going to be extremely useful for me as an organisation leader, allowing me to keep abreast of what is happening.

The best part – it is an open beta – so if you want to try this out today you can go and sign up to participate in the beta here.

JavaScript Developer I Certification

Salesforce also announced the new JavaScript Developer I Certification which is designed for those working heavily with the Lightning Web Components framework. Like the Platform Developer II certification, this is a combinationTrailhead Superbadge and multiple choice exam so blends practical skills with a more standard exam. I know a few of our team are already looking into this and working away, so hopefully we can soon share some tips on achieving this new certification.

JavaScript Developer I

As I mentioned at the start, there was a lot more to unpack from TrailheaDX so look out for our blog coming soon!

Enjoyed this? Why not sign up for the weekly email here?


Team Member Gains Conga Composer Certification

Everyday is a school day at Cloud Galacticos. We like to encourage our team to keep on learning and developing their Salesforce skills, especially as we operate in a fast moving and dynamic environment. One of our most recent team members to gain a new certification is Nkosi, who passed his Conga Composer Certification. We caught up with him to find out more…


What Made You Decide to Take the Exam?

I did the Conga cert because I have been using Conga products for two of our clients, which involves contracts and Batch document generation so to validate my experience it made sense to do the certification.

What Was Involved?

The exam involved knowledge of the full suite of Conga products. From a Salesforce perspective knowledge of Advanced SOQL queries is essential. You also need to understand Microsoft Word and PowerPoint merge functions well.  The exam consists of 50 questions, 60 minutes long, and open book.  But don’t let it being open book fool you, there is no time to look up anything!

What are the Benefits of the Cert?

Conga is the leading document generation software it is likely to become a default option for document generation for most business given the current Covid-19 situation for contracts etc. I think becoming Conga Certified is a great way to demonstrate your expertise to your employer, earn recognition from your peers, and gain status as a respected member of Conga’s certified admin community.

Was it a Tough Exam?

Yes, it was. With it being a fairly new certification program there is not much material to use, so it’s either you know the product, experience, or read through the entire documentation.  The other issue about the exam is once you move to the next question you can’t go back to review the last question. So you have to get it right the first time and given you have approximately one minute per question, it doesn’t give you many options.  I passed it on the second attempt. The first attempt was to get the idea what the exam entails, however the questions change on each sitting.

What Does Passing the Cert Mean to you in Terms of Your Daily Work?

Most importantly, it means the clients have confidence in that I can deliver their requirements. I’m also currently working on Batch documentation requirement for a client which involves Conga Trigger, and Conga Merge, plus many other functions. 

Do You Have Any Other Certs You Plan to Take in the Future?

Yes, from the Conga University, the next one will be Contracts which I hope to take soon. While for Salesforce, I’m in the process of sitting the Salesforce Architecture exams as well as the NPSP cert.


Phil's Salesforce Tip of the Week

Choosing Your Certification Path – Phil’s Salesforce Tip of the Week # 401

This week I want to share with you a fantastic guide from Salesforce on choosing your certification path. Last week for my 400th tip I shared 40 Salesforce learning and study resources to help you on your training. I thought it was a nice follow on that Salesforce released this certification guide to help you plan out which certifications are right for you and which order to take them in.

Choosing Your Certification Path

Choosing Your Certification Path

Choosing the Path That is Right for You

I particularly like 2 things about this guide. Firstly, the paths are broken down by roles which makes it helpful for those starting out to get some guidance. It is really easy to forget for those of us that have been working with Salesforce for so long that when you first start out in the ecosystem the sheer breadth of Salesforce can be very overwhelming. This guide helps make it clearer as to where you can focus.

Secondly, I think the breakdown helps in highlighting that you don’t have to catch them all. Not everyone needs to become a CTA or get every single certification. By having the guide broken down in the way it is, it helps highlight the important ones to make you most effective in your role, rather than just being a catch all of how to get every certification.

In Other News…

New Quip Trail

Continuing the training and learning theme, there is a new Quip Trailhead Trail available. I have to be honest and say Quip is something I have only passing experience in so this is on my list to review to help broaden out my knowledge.

Salesforce Appoints Advisory Board to Support Growth in EMEA

Salesforce view the EMEA region as a key to their continued to grow. It is interesting to see them appoint a board to help support this growth in the region in what I am sure will be a continued push for success outside of the states. A very welcome piece of news for those of us this side of the pond!

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Phil's Salesforce Tip of the Week

Salesforce Learning Resources – Phil’s Tip of the Week #400

Welcome to Tip of the Week number 400! This week’s tip is a special super edition covering the best Salesforce learning resources. When I started writing this weekly tip in 2012, I was unsure it would hit 40 let alone 400 tips. So before we dive in, a big thank you to everyone who reads this weekly and has contributed over the years.

This week’s tip is all about the best Salesforce learning and study resources to help you, whether it is preparing for an exam or just learning more about a feature. I’ve collated the best resources I have come across and crowdsourced a few more. I have tried to break it down into sections to make it easier to read. Think I have missed something? Let me know!

General Study Methods

  1. Formulas for Successfully Learning Salesforce – London’s Calling 2019 talk from Don Robbins and Dan Appleman
  2. Learning Technology in the Information Age Pluralsight course by Dan Appleman
  3. Learning to Learn for Certification Success – Dreamforce 2018 talk by Paul Battisson, Cloud Galacticos COO 
  4. Associated Learning How to Be a Better Learner Blog from Paul
  5. Keeping Up With Technology Pluralsight course by Dan Appleman

General Salesforce Learning Resources

  1. No list of Salesforce Learning Resources would be complete without mentioning Trailhead.
  2. Salesforce 101 – An Introduction to Salesforce Udemy course by Francis Pindar
  3. Salesforce Partner Community If you work for a partner you should get logged in here. You can find a number of great groups for certification fast paths as well as partner online training.
  4. Power of Us Hub – working with Non-Profits or Education organisations? Have a look at the training options in the Power of Us Hub – all free!
  5. Trailhead Academy Classes – these are paid for in person or virtual classes from Salesforce Experts. Well worth attending if you want to really learn a topic rapidly and pick the brains of someone with a lot of experience.
  6. Focus on Force is a fantastic website that has a ton of training material and resources.
  7. The Official Certification Guides – if you are looking to get certified this is the place to start. The official guides give a great breakdown of what topics each exam will cover and the points for each section.
  8. Salesforce Help – An often overlooked place to get the detail on how something works
  9. Salesforce Certification Days – A day of exam preparation from an expert which often include discount codes for the exam itself
  10. Salesforce Support official YouTube channel that has a lot of great videos
  11. Salesforce Architects Medium Blog – a fairly new blog we featured in a recent tip of the week. A superb resource to read more about all things architecture.
  12. Salesforce Engineering Medium Blog – Not necessarily talking about Salesforce technology but by the team that keeps the platform moving
  13. Salesforce Tip/Cheat Sheets – a great set of cheat sheets for all sorts of things
  14. SFDC Stop – a great blog that contains lots of Salesforce information
  15. Salesforce.org Blog – The official blog for the Salesforce.org team


  1. There are many people who still find reading a book a great way of learning. We have a full list of book recommendations for administrators here
  2. Salesforce Certified Administrator (aka 201) 2020 from Francis Pindar on Udemy
  3. Salesforce Marketing Cloud Email Specialist Practice Tests
  4. SFDC Fanboy Blogs on Marketing Cloud Email Specialist 
  5. Official Salesforce Admins Podcast – Salesforce Admin learning and discussion straight into your ears
  6. Official Salesforce Admins Blog
  7. WizardCast Podcast – This podcast has been going for a while and has great back catalogue of content for you to learn from 


  1. Salesforce Developer Podcast – the official podcast for Salesforce Developers
  2. Salesforce Developer Blog – the official Salesforce Developer blog
  3. Salesforce Developer TV – a lot of people don’t know about this great Salesforce Learning resource, a curated set of videos on a range of topics
  4. Salesforce Developers YouTube Channel – more content that the last resource including webinars and events
  5. London Salesforce Developer Group YouTube Channel  – the London Developer Group uploads their recordings to YouTube, a great set of resources from the community.
  6. Good Day Sir Podcast – Another podcast, sometime less Salesforce focussed but some great content and a wonderful community
  7. Salesforce Way Podcast – Xi interviews a range of clever people learning about Salesforce topics 
  8. Heroku Codeish Podcast – For when you want to get even more technical, the Heroku podcast is there
  9. We have a full list of developer focussed books to recommend
  10. Keir Bowden’s Blog – blogs from Mr Salesforce himself, Bob Buzzard aka Keir Bowden
  11. Salesforce Play by Plays on Pluralsight from Don Robins and Others
  12. Jitendra Zaa’s Blog – regular great content on a range of topics
  13. SFDC 99 – a great resource to learn how to program in Apex

Taking an Exam

After using all these resources you will be ready to take a certification exam. You have 2 options, both are via Webassessor. You can either attend an exam at a test centre around the globe, or you can take a proctored session online. For an online exam, you need to create an account and install Sentinel onto your laptop alongside some identity setup. Therefore, I recommend doing it well before your exam slot! Currently, you can use your laptop’s in-built camera, but usually you need an external camera so the invigilator can see your face, hands, and around your laptop. My exam was once stopped because I was wearing a watch, so remove anything they may find could be a cheating risk. 

When can I retake exams? Book the retake after 1 day, book 2nd retake after 14, after that have to wait until next release cycle, (then it is classed as a take not retake?) You can read the official guidance here. If English is not your first language, you can request an extra 30 minutes by sending an email to: certification@salesforce.com.

Thank you!

Thank you for reading, and for being part of my Salesforce journey over the past 16 years. I look forward to writing many more weekly Salesforce tips, and would love to hear from any of you that would like to add guest tips (just drop me a line at phil@cloudgalacticos.co.uk).

One final message…don’t feel the pressure to learn EVERYTHING now! When I started using Salesforce in 2004 it was a pretty simple job to be the expert, but now there are so many features, extensions, apps, clouds, and often numerous ways to achieve the same outcome. So choose one thing and learn it, don’t just tick off boxes for the sake of a milestone. It is great to be self-motivated, but it is a marathon not a sprint! Stay safe and happy.

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Salesforce Field Service Lightning Consultant Certification Tips and Tricks

This week I passed my Salesforce Field Service Lightning Consultant certification. It is one of the rarer certifications, so I wanted to share some of the things that helped me to prepare for and pass the exam.

Phil is now Salesforce Field Service Lightning Certified

Salesforce Knowledge

Firstly, why? Everyone has different motivation to do something, and if it involves hours of study then you want to have a good reason! I always want to increase my Salesforce knowledge, and training on a relatively new Cloud, and aiming for an extra cert is generally motivation enough for me. But with Field Service Lightning it took me back to my first graduate job. Ok it was a long time ago so we don’t need to know the year, but my first ‘real’ job was working with Cable & Wireless (which became NTL, then as it is today, Virgin Media). Part of the role involved dispatching technicians and installers around the country. After a while I was promoted to a team that was configuring a new dispatch system, which I then became the System Admin of. It wasn’t quite Field Service Lightning, but it led me into a Business Analyst role, and CRM, and eventually Salesforce. So this cloud and this cert feels like it completes a loop!

The Salesforce Field Service Lightning Consultant exam has 2 prerequisites, the Salesforce Certified Administrator credential and the Salesforce Certified Service Cloud Consultant credential. To be honest, you would not want to skip the Service part of this anyway, in fact you will probably need to revisit some of that knowledge.


Here is the exam guide to get you rolling. I started with Trailhead, I would recommend this Trail with 3 badges or this Trailmix. You can pay for this course (approx $2700) from the Trailhead Academy team.

I was fortunate that as a Salesforce Partner I had access to some Fastpath training. If you work for a partner it is worth joining. There was set up work (covered in the Trailmix above) and then 5 daily 2-hour sessions, plus homework for afterwards. 

I failed the exam on the first attempt. I have a list of excuses if anyone wants to hear them. But I took note of the areas I did badly in, and followed up with a pass and a much higher score.


My advice would be:

  • Don’t leave it a month in between studying and actually taking the exam! (Christmas holidays got in the way)
  • If possible join the Fast Path Group (Partner training) or a study group
  • Go back to Service Cloud and make sure you learn Entitlements & Milestones
  • Be comfortable with the Object schema. Know what Work Orders, and Work Order Line Items do, and how they relate to Appointments, Territories, & Resources.
  • Learn what makes a Scheduling Policy (Rules, plus Service Objectives, equals Scheduling Policies)
  • Something new I learnt this week is on Webassessor if you are not a native English speaker you can request an extra 30 minutes by sending an email to: certification@salesforce.com
  • Don’t be afraid of failing and retaking!

Good luck! And if you need any help with a Salesforce Field Service Lightning implementation, or any Salesforce project, please contact us.

About Cloud Galacticos

Cloud Galacticos is a Salesforce Silver Consulting Partner with an all-star team. We are user and developer group leaders, bloggers, MVPs and all round Salesforce nerds. We have people all over the UK including Manchester, Leeds, York, Sheffield and London. If you are looking for a Salesforce partner with experience who can help you make the most of your org, why not give us a call?