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Disable User Flow: a quick and easy flow to disable user accounts in Salesforce. Create a new screen flow, it will have these elements when completed: Add a screen element Give the header a name: Add a message to display (Display Text component): Add a picklist component: Configure the choice set (type = Record): Filter…
Orgkit Review – a new product that replaces and improves on an old favorite. Bulk Update Field and Object Security I’ve been a keen supporter of the free Power Profile Tools utility for several years. It was helpful when I needed to view or update the Field Level Security for many Salesforce user profiles. The…
This hands-on course takes you through the steps a consultant would cover to deliver a new Sales Cloud implementation for a client. We identify the business requirements and pain points and chapter by chapter we set out how to solve them by implementing features of Sales Cloud. Covering all the curriculum for the Salesforce Certified…
Today we have released a brand new course – Salesforce Associate on our new learning platform at certifycrm.com This 100% free and 100% online course will prepare you for the Salesforce Associate exam. This is the ideal entry point to a new Salesforce Career. We will take you through all the Salesforce clouds by combining…
Problem: Salesforce Opportunities often get stuck at certain stages, and it’s challenging to visualize where they become stuck. Solution: Create an event every time the Opportunity changes stage with a simple record-triggered flow. Install the Free Salesforce Labs Time Warp component to display these events in their own tab on the Opportunity Lightning Record Page….
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
