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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

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

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

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

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

Deployment Tools

6
  • Moving changes to production
  • Change Sets
  • DevOps Center
  • Copado
  • Gearset
  • Other Deployment Tools

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

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

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

Reports & Dashboards

8
  • Reports & Dashboards Best Practices
  • Report Formats
  • Report Folders
  • Report Types
  • Report Creation
  • Scheduling Reports
  • Dashboards
  • Dashboard Folders

Salesforce Licences

7
  • Salesforce Editions
  • Types of Licences
  • Salesforce Integration Licences
  • Salesforce Platform Licences
  • Salesforce Experience Licences
  • Offboarding users
  • Removing licences policy

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

Social Media

6
  • Facebook
  • LinkedIn
  • Reddit
  • Stack Exchange
  • X (formerly Twitter)
  • Who to follow

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

Standard Objects

12
  • Leads
  • Accounts
  • Contacts
  • Opportunities
  • Cases
  • Assets
  • Orders
  • Quotes
  • Campaigns
  • Contracts
  • Products
  • Work Orders

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

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
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