Install Trailhead Tracker – step by step
Install Trailhead Tracker instructions – step by step instructions for Salesforce administrators.

#salesforce #salesforceadmns
Install Trailhead Tracker instructions – step by step instructions for Salesforce administrators.

#salesforce #salesforceadmns
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In this article, we compare the three no-code automation tools for Salesforce. These tools can automate business processes in Salesforce without writing Apex code: Workflows Workflows are the oldest of the automation tools. Features Recommendation Avoid where possible except for very simple tasks. Start moving existing Workflows to Process Builder or Flow. No longer actively…
Did you ever want to figure out how close you were to passing your Salesforce Certification exam? This tool makes it easy to calculate your total score by removing the need to do all the math yourself. Link here
Configuring Salesforce Duplicate Rules helps to prevent new duplicate records from being created. Duplicate records are a huge problem in Salesforce if you do not manage them carefully. They can cause serious problems for Sales, Service, and Marketing teams and can destroy the experience for customers. Note: Configuring Salesforce Duplicate Rules does not help identify…
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…
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…