A Trailhead Trailmix for Administrators
This Trailmix contains the content for the Administrator exam prepÂ
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Updated Who Sees What Videos
The popular “Who Sees What” Video series has been updated for Lightning. #salesforce
A Free Merge Tool
So who doesn’t want a free merge tool for Salesforce? Yep 100% free, no strings attached. Cloud Answers have a tool that allows you to merge records just like we did with classic (but in Lightning)! Get it here: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EcyysUAB Manual Merge In this Free Merge Tool, The Manual Merge function is just like the…
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
Salesforce Surveys for Effortless Feedback
(Sponsored Content) Sending surveys and collecting feedback underpins the growth and success of any organization. Whether it be measuring customer satisfaction, net promoter scores, or finding out if your employees are happy in the workplace, sending surveys and gathering survey data gives you deeper insight into your organization’s strengths and weaknesses. This empowers you to…
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…
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…
