Log an Email Sent to the Activity History
JenWLee shows us how to log an Email Sent to the Activity History #salesforceadmns #salesforce
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A Trailhead Trailmix for Administrators
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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…
User Access Policies
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…
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…
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
