Install Trailhead Tracker – step by step
Install Trailhead Tracker instructions – step by step instructions for Salesforce administrators.
#salesforce #salesforceadmns
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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…
Are Your Salesforce Permissions Out of Control?
Why permission management is a hidden admin headache: 1. You Have Dozens (or Hundreds) of Profiles Profiles were historically used to control user permissions. Many orgs solved new access requirements by simply cloning profiles and making small adjustments. Unfortunately, these adjustments were hard to identify due to the size and complexity of the profile. Over…
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
Multi-Column Sorting for List Views
You can now sort your Salesforce List Views by up to 5 columns — giving you faster, in-app data segmentation without exporting to Excel. Need to prioritize your sales pipeline? Try sorting Opportunities by Amount (descending) and then Close Date to focus on your biggest, most urgent deals first. A simple update, but a huge…
Use AI to Build a Demo org
It’s the old adage: “How can I get experience if I don’t have a job, but I can’t get a job without experience?” Having certifications is only part of the story, you need the experience to back them up. Projects are a great way to get that experience; you can create your own developer org…
Spring 26 Admin Features
The Salesforce Spring ’26 release is imminent, with a host of new features coming in late January/mid-February 2026. This post focuses solely on the new Admin features. I have a separate post for the new Flow features here. Setup featuring Agentforce Of course, no new Salesforce release could exclude the inevitable appearance of AI. To…
