A Trailhead Trailmix for Administrators
This Trailmix contains the content for the Administrator exam prep
Similar Posts
“Transient” Salesforce validation rules
There are some Salesforce records that can be classified as being “transient” – meaning they change from one stage to another over time. For example, Leads, Opportunities, and Cases are common examples. As the record progresses from initial creation to completion, additional information is added. This is where applying validation rules to enforce data entry…
The Missing Salesforce Features
It’s great to see many new features with every new Salesforce release, and I enjoy the challenge of the treasure hunt – finding them before the official release notes are published. However, one of the major sources of great ideas for new or improved features is the Salesforce Idea Exchange. Steve Molis (Steve Mo) is…
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…
User Access Policies
Salesforce User Access Policies will be Generally Available in the Summer ’24 release. Configuring these policies can make onboarding new users so much simpler. To use them, first you need to enable some settings. If you select the first one, the second one will be automatically selected. Next, click New User Access Policy. In this…
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 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
