Install Trailhead Tracker – step by step
Install Trailhead Tracker instructions – step by step instructions for Salesforce administrators.
#salesforce #salesforceadmns
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Salesforce Admin responsibilities
What to do when As an awesome #Salesforce Administrator, what regular tasks do you need to perform and when? This great article from CIO Magazine (updated link) will help you schedule the tasks you need to be doing to keep your org in tip-top condition. #salesforceadmns
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
Salesforce Automation Tools
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…
Configuring Salesforce Duplicate Rules
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
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…
Great tips on getting your Salesforce Admin certification
Great tips on getting your Salesforce Admin certification by Rakesh Gupta (the Automation Champion). #salesforceadmns
