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Install Trailhead Tracker instructions – step by step instructions for Salesforce administrators. #salesforce #salesforceadmns
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….
(Sponsored Content) Sending surveys and collecting feedback underpins the growth and success of any organization. Whether it be measuring customer satisfaction, net promoter scores, or finding out if your employees are happy in the workplace, sending surveys and gathering survey data gives you deeper insight into your organization’s strengths and weaknesses. This empowers you to…
Did you ever want to figure out how close you were to passing your Salesforce Certification exam? This tool makes it easy to calculate your total score by removing the need to do all the math yourself. Link here
With Salesforce concentrating its future development efforts on Flow, it’s time to take a good look at the reasons why Flow should be your no-code automation tool of choice on the Salesforce platform.
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…
