Log an Email Sent to the Activity History
JenWLee shows us how to log an Email Sent to the Activity History #salesforceadmns #salesforce
JenWLee shows us how to log an Email Sent to the Activity History #salesforceadmns #salesforce
Salesforce Page Layouts are Dead – (there I said it again!) Are we ready to retire Page Layouts? Update: We had some vigorous discussions on LinkedIn over a 24-hour period. We found that Page Layouts (although they should probably be put out to pasture) are intertwined into many other Salesforce features beyond just the actual…
Why permission management is a hidden admin headache: 1. You Have Dozens (or Hundreds) of Profiles Profiles were historically used to control user permissions. Many orgs solved new access requirements by simply cloning profiles and making small adjustments. Unfortunately, these adjustments were hard to identify due to the size and complexity of the profile. Over…
It’s great to see many new features with every new Salesforce release, and I enjoy the challenge of the treasure hunt – finding them before the official release notes are published. However, one of the major sources of great ideas for new or improved features is the Salesforce Idea Exchange. Steve Molis (Steve Mo) is…
Configuring Salesforce Duplicate Rules helps to prevent new duplicate records from being created. Duplicate records are a huge problem in Salesforce if you do not manage them carefully. They can cause serious problems for Sales, Service, and Marketing teams and can destroy the experience for customers. Note: Configuring Salesforce Duplicate Rules does not help identify…
The Salesforce Spring ’26 release is imminent, with a host of new features coming in late January/mid-February 2026. This post focuses solely on the new Admin features. I have a separate post for the new Flow features here. Setup featuring Agentforce Of course, no new Salesforce release could exclude the inevitable appearance of AI. To…
Salesforce Security Analogy: Having trouble understanding Salesforce security? You are not alone. Justin Dux recently posted this on LinkedIn and I added a bit more to it. He originally got it from a Salesforce Instructor. Here is the detailed Salesforce Security Analogy: User Access You have a visitor pass that allows you entry to the…