Salesforce Labs: Attachments to files conversion tool
Salesforce Labs have released an Attachments to files conversion tool.
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Disable User Flow
Disable User Flow: a quick and easy flow to disable user accounts in Salesforce. Create a new screen flow, it will have these elements when completed: Add a screen element Give the header a name: Add a message to display (Display Text component): Add a picklist component: Configure the choice set (type = Record): Filter…
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
- Certification | Consultants | Developers | Sales Cloud | Salesforce Administrator | Salesforce Associate
New Course Poll
We are conducting a poll to see what new courses you would like to see on CertifyCRM.com. Your input will be greatly appreciated.
Multi-Column Sorting for List Views
You can now sort your Salesforce List Views by up to 5 columns — giving you faster, in-app data segmentation without exporting to Excel. Need to prioritize your sales pipeline? Try sorting Opportunities by Amount (descending) and then Close Date to focus on your biggest, most urgent deals first. A simple update, but a huge…
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…
Salesforce Page Layouts are Dead
Salesforce Page Layouts are Dead – (there I said it again!) Are we ready to retire Page Layouts? Update: We had some vigorous discussions on LinkedIn over a 24-hour period. We found that Page Layouts (although they should probably be put out to pasture) are intertwined into many other Salesforce features beyond just the actual…
