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
Add descriptions to Salesforce Fields – it’s not just best practice but also helps get you ready for Generative AI. These descriptions are critical as the prompt builders use them to understand the field usage. See here for more detail about how these descriptions are used (Elements Cloud). Summary: Create a new report type using…
Orgkit Review – a new product that replaces and improves on an old favorite. Bulk Update Field and Object Security I’ve been a keen supporter of the free Power Profile Tools utility for several years. It was helpful when I needed to view or update the Field Level Security for many Salesforce user profiles. The…
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…
These Salesforce Administrator Interview Questions are designed to gain a deeper understanding of the applicant’s knowledge, skills and experience for a Salesforce Administrator role. In the next article, I will provide some sample answers to these Salesforce Administrator Interview Questions. Read my answers to these Salesforce Administrator Interview Questions in the next article… https://certifycrm.com/answers-to-the-real-salesforce-admin-interview-questions/
This Trailmix contains the content for the Administrator exam prepÂ
Component Visibility for Page Sections: I had a LinkedIn inquiry today about how they could allow some fields on the Account record to be editable when the Account record was initially created but make them read-only later when the record has been saved. Component Visibility for Page Sections, along with Dynamic Forms will allow us…