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