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
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…
Updated March 2026 Failed your Salesforce Administrator exam? You studied hard, did some practice tests, had lots of practice in your developer org, and thought you had it all sorted. You got to the end of the exam and BUST – not the result you hoped for! Don’t despair, you are not the first or…
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…
Salesforce Page Layouts are Dead – (there I said it again!) Are we ready to retire Page Layouts? Update: We had some vigorous discussions on LinkedIn over a 24-hour period. We found that Page Layouts (although they should probably be put out to pasture) are intertwined into many other Salesforce features beyond just the actual…
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…
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…