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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…

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…

In the Salesforce world, WhoId and WhatId are polymorphic relationships used for lookups. When you see the fields “WhoId” and “WhatId” in a Salesforce object like a Task, these fields are polymorphic relationships – meaning they are a special type of lookup that can be related to one of many different objects. Take the Task…

Focus on how to turn web traffic into leads means your web traffic becomes a valuable lead-generation resource and not just a marketing tool. If your website is allowing users to simply enter and exit without prompting any action from their side then you are potentially missing out on some quality leads. This is where…