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Admin db
1
Build an Admin Dashboard
Auditing
15
How/when to audit
AUDIT TOOLS
Setup Audit Trail
Field History Tracking
Health Check
Optimizer
Org Check
Schema Builder
Record Sharing
Review Licences
Analyze Lightning Pages
Paused/Failed Flow Interviews
Error Logs
Apex Scheduled Jobs
Other Audit Tools
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Automation
11
Automation Settings
Workflows
Process Builder
Flow
Flow Best Practice
When to use Flow
Queues
Approval Processes
Auto-Response Rules
Escalation Rules
Assignment Rules
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Best Practice
10
What is Best Practice
Don't build in Prod
Don't duplicate objects
Don't rename objects
Don't recreate standard functions
Do use sandboxes
Do use descriptions
Do use Record Types
Do move to Permission Sets
Other Best Practices
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Customization
16
Minimize customization
Analyze Requirements
Check OOB first
Check AppExchange Apps
To Code or not to Code?
Standard Objects vs Custom Objects
Enhance and Extend
Configure Company Information
Configure Fiscal Year Settings
Configure Business Hours
Configure Holidays
Lookup vs Master-Detail
Organization-Wide Email Addresses
Record Types
WhoID
WhatID
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Data Management
19
Backup Tools
Data Export
Data Import Process
IMPORT/EXPORT TOOLS
Salesforce Data Import Wizard
Salesforce Data Loader
Data Loader.io
DataImporter.io
Data Verification
DATA VALIDATION RULES
Validate Field Length
Validate Numbers
Validate Dates
Validate Picklists
Validate Text
Duplicate Management
Formula Fields
Salesforce IDs
Object Prefixes
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Deployment Tools
6
Moving changes to production
Change Sets
DevOps Center
Copado
Gearset
Other Deployment Tools
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Documentation
3
Why Document?
How and Where to Document
Document your customizations
Environment Management
4
Production vs Sandboxes
Refreshing Sandboxes
Governor Limits
Custom Metadata
Help and Support
5
Search for answers
Super Users and Colleagues
Ask the Community
Raise a Case with Salesforce
Premier Success Plans
Integrations
7
Documenting Integrations
Document Generation
Electronic Signature
Google Drive Storage
Amazon S3 Storage
Microsoft OneDrive Storage
Dropbox Storage
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Naming Standards
1
Simple Naming Standards
Page Customization
8
Page Layouts
Compact Layouts
Lightning Record Pages
Dynamic Forms
Dynamic Actions
Dynamic Related Lists
Dynamic Highlights Panel
Utility Bar
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Personas
2
What are Personas
How do I use Personas
Prioritizing Work
6
Feedback Mechanism
Record the Backlog
Prioritize
Enrich ideas
User Stories
Acceptance Criteria
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Reports & Dashboards
8
Reports & Dashboards Best Practices
Report Formats
Report Folders
Report Types
Report Creation
Scheduling Reports
Dashboards
Dashboard Folders
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Salesforce Licences
7
Salesforce Editions
Types of Licences
Salesforce Integration Licences
Salesforce Platform Licences
Salesforce Experience Licences
Offboarding users
Removing licences policy
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Salesforce Releases
4
Salesforce Release Dates
Salesforce Release Notes
Release Readiness
Release Updates
Sandboxes, Dev Orgs
4
Sandbox
Developer Org
Trailhead Playground
Sandbox Architecture
Search Configuration
4
Global Search
Einstein Search
Recently Viewed
Search in setup
Security
30
A Shared Responsibility
SECURITY BEST PRACTICES
Principle of least privilege
Use API Licences
Enable history tracking
Build a Security Model
User Accounts
New User
Departing User
Public Groups
PERMISSION BASED SECURITY
Profiles
Permission Sets
Permission Set Groups
Password Policies
Login IP Ranges
Session Settings
DATA SECURITY
Object Level Security
Record Level Security
Organization-Wide Defaults
Sharing Settings
Roles and Role Hierarchy
FIELD LEVEL SECURITY
Configure Field Security
Security References
Salesforce Security Guide
Who sees what video series
Find your tribe
User Access Policies
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Social Media
6
Facebook
LinkedIn
Reddit
Stack Exchange
X (formerly Twitter)
Who to follow
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Soft Skills
28
Active Listening
Adaptability
Attention to Detail
Business Analysis
Change Management
Collaboration
Communicating
Conflict Management
Continuous Learning
Documentation
Estimating
Inquisitiveness
Leadership
Managing Stakeholders
Networking
Problem Solving
Process Automation
Product Management
Project Management
Quality Management
Questioning
Release Management
Resilience
Requirements Gathering
Scope Management
Teamwork
Time Management
User Training
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Standard Objects
12
Leads
Accounts
Contacts
Opportunities
Cases
Assets
Orders
Quotes
Campaigns
Contracts
Products
Work Orders
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Testing
4
Test Plans
Unit Testing
User Acceptance Testing
Integration Testing
Tools
4
Salesforce Inspector Reloaded
Salesforce Colored FavIcons
Organizer for Salesforce
Other Tools
Trailblazer Community
4
Community Groups
Community Events
Salesforce Events
Giving Back
Training and Certification
7
Training Resources
Certification
Certification Value
Exams
Exam Vouchers
Exam Maintenance
Verify Credentials
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Troubleshooting
4
Gather Information
Troubleshooting Login Issues
Resetting Passwords
Unlocking User Accounts
Popular Articles
Setup Audit Trail
User Access Policies
Other Best Practices
Organizer for Salesforce
Validate Dates
Newest Articles
Setup Audit Trail
User Access Policies
Other Best Practices
Organizer for Salesforce
Validate Dates
Featured Articles
Popular Articles
Flow Best Practice
Field History Tracking
Don't duplicate objects
Don't build in Prod
Salesforce Release Dates
Newest Articles
Setup Audit Trail
User Access Policies
Other Best Practices
Organizer for Salesforce
Validate Dates
Recently Updated Articles
Build an Admin Dashboard
Field History Tracking
Setup Audit Trail
How/when to audit
AUDIT TOOLS
FAQs coming soon
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