Salesforce Labs: Attachments to files conversion tool
Salesforce Labs have released an Attachments to files conversion tool.
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Reduce Salesforce report errors by end users
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
Log an Email Sent to the Activity History
JenWLee shows us how to log an Email Sent to the Activity History #salesforceadmns #salesforce
Salesforce Security Analogy
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…
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…
Updated Who Sees What Videos
The popular “Who Sees What” Video series has been updated for Lightning. #salesforce
Salesforce Automation Tools
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…
