Salesforce Labs: Attachments to files conversion tool
Salesforce Labs have released an Attachments to files conversion tool.
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Add descriptions to Salesforce Fields
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…
Failed your Salesforce Administrator Exam?
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 Admin responsibilities
What to do when As an awesome #Salesforce Administrator, what regular tasks do you need to perform and when? This great article from CIO Magazine (updated link) will help you schedule the tasks you need to be doing to keep your org in tip-top condition. #salesforceadmns
Why Clean Data is the Secret to Successful AI
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…
Answers to the Salesforce Administrator interview questions
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…
User Access Policies
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…
