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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Salesforce reports are one of the platform’s greatest strengths. They give teams visibility, support decision-making, and turn raw data into insights the business can act on. But over time, something almost every Salesforce organisation experiences begins to creep in: Report sprawl. How report sprawl quietly takes over your org Most Salesforce report clutter does not…
Salesforce Page Layouts are Dead
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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…
Component Visibility for Page Sections
Component Visibility for Page Sections: I had a LinkedIn inquiry today about how they could allow some fields on the Account record to be editable when the Account record was initially created but make them read-only later when the record has been saved. Component Visibility for Page Sections, along with Dynamic Forms will allow us…
Affordable, Simple Salesforce Backup
Yes, you have the Salesforce Recycle Bin. Yes, you can export data. But when someone mass updates 50,000 records incorrectly… or a Flow wipes out key data… manual exports won’t save you. A Data Integration goes rogue and updates the wrong records, or worse – deletes them! What if it takes a week or two…
