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Salesforce Automation Tools

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In this article, we compare the three no-code automation tools for Salesforce. These tools can automate business processes in Salesforce without writing Apex code: Workflows Workflows are the oldest of the automation tools. Features Recommendation Avoid where possible except for very simple tasks. Start moving existing Workflows to Process Builder or Flow. No longer actively…

Salesforce Administrator Interview Questions

ByDaryl Moon

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/

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Add descriptions to Salesforce Fields

ByDaryl Moon

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…

2 Comments

    1. Hi Manchun
      Please feel free to email me the article or a link (da***@********rm.com). If I think it is newsworthy I may include it in my monthly newsletter to all students or if a suitable training resource add a link to it in one of my courses. Alternatively you can post to LinkedIn or Twitter. Please note: I will not add a link advertising your Salesforce Training website (competition) but if you have something you wish to freely share then I will definitely consider it.
      regards
      Daryl Moon, CertifyCRM.com

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