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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….
Salesforce Security Analogy: Having trouble understanding Salesforce security? You are not alone. Justin Dux recently posted this on LinkedIn and I added a bit more to it. He originally got it from a Salesforce Instructor. Here is the detailed Salesforce Security Analogy: User Access You have a visitor pass that allows you entry to the…
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…
Salesforce Labs have released an Attachments to files conversion tool.
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…
Install Trailhead Tracker instructions – step by step instructions for Salesforce administrators. #salesforce #salesforceadmns
