Log an Email Sent to the Activity History
JenWLee shows us how to log an Email Sent to the Activity History #salesforceadmns #salesforce
JenWLee shows us how to log an Email Sent to the Activity History #salesforceadmns #salesforce
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…
Answers to the Salesforce Administrator interview questions – If you read my previous post then you have had time to consider the questions and prepare your answers. See if you came up with the same responses as I did to these sample interview questions. Note: Not all the questions are technical, this is because we…
Salesforce Labs have released an Attachments to files conversion tool.
AI tools can analyze, predict, and recommend at lightning speed, but if the underlying data is poor, you’re simply making bad decisions faster. We’ve all heard the phrase “garbage in, garbage out” – and when it comes to Artificial Intelligence, it’s never been truer. Starting with clean, reliable data is the first prerequisite for getting…
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…
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…