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
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…
The popular “Who Sees What” Video series has been updated for Lightning. #salesforce
Great tips on getting your Salesforce Admin certification by Rakesh Gupta (the Automation Champion). #salesforceadmns
Updated February 2024 Failed your Salesforce Administrator exam? You studied hard, did some practice tests, had lots of practice in your developer org, and thought you had it all sorted. You got to the end of the exam and BUST – not the result you hoped for! Don’t despair, you are not the first or…
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…
