A Trailhead Trailmix for Administrators
This Trailmix contains the content for the Administrator exam prepÂ
This Trailmix contains the content for the Administrator exam prepÂ
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…
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
Compare 5 ways to connect MailChimp to Salesforce #salesforce #mailchimp
The popular “Who Sees What” Video series has been updated for Lightning. #salesforce
Salesforce Labs have released an Attachments to files conversion tool.
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…