Great tips on getting your Salesforce Admin certification
Great tips on getting your Salesforce Admin certification by Rakesh Gupta (the Automation Champion). #salesforceadmns
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Reduce Salesforce report errors by end users
Don’t you just hate it when a user comes along after spending hours on a report and they still can’t get it right and you find they used the wrong report type and have to start all over again? We can prevent that problem with a few clicks. Restrict Report Types #salesforceadmns #salesforce
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…
Polymorphic Relationships
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…
Log an Email Sent to the Activity History
JenWLee shows us how to log an Email Sent to the Activity History #salesforceadmns #salesforce
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…
Certification vs Experience
Whether you have 1 certificate or 10, it doesn’t matter too much in the Salesforce job search game. It’s a bit like investing – you need a balanced portfolio, don’t put all your effort into just one area. A good candidate also needs a good balance: Those in the hiring game (recruiters and HR teams)…
