A Trailhead Trailmix for Administrators
This Trailmix contains the content for the Administrator exam prepÂ
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Disable User Flow
Disable User Flow: a quick and easy flow to disable user accounts in Salesforce. Create a new screen flow, it will have these elements when completed: Add a screen element Give the header a name: Add a message to display (Display Text component): Add a picklist component: Configure the choice set (type = Record): Filter…
Component Visibility for Page Sections
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…
Add descriptions to Salesforce Fields
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…
Trailmixes – build your own custom trail
Build your own Trailhead trail with Trailmixes sforce.co/2hs6BFh
Failed your Salesforce Administrator Exam?
Updated February 2024 Failed your Salesforce Administrator exam? You studied hard, did some practice tests, had lots of practice in your developer org, and thought you had it all sorted. You got to the end of the exam and BUST – not the result you hoped for! Don’t despair, you are not the first or…
User Access Policies
Salesforce User Access Policies will be Generally Available in the Summer ’24 release. Configuring these policies can make onboarding new users so much simpler. To use them, first you need to enable some settings. If you select the first one, the second one will be automatically selected. Next, click New User Access Policy. In this…
