A Trailhead Trailmix for Administrators
This Trailmix contains the content for the Administrator exam prep
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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…
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…
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…
Spring 26 Admin Features
The Salesforce Spring ’26 release is imminent, with a host of new features coming in late January/mid-February 2026. This post focuses solely on the new Admin features. I have a separate post for the new Flow features here. Setup featuring Agentforce Of course, no new Salesforce release could exclude the inevitable appearance of AI. To…
An Adventure to Camp Trailhead
Salesforce mascots Astro, Codey, and Ruth headed off to Camp Trailhead to have a weekend away. They had just attended three crazy days of Dreamforce, performed with the Foo Fighters, had selfies taken with all sorts of friendly strangers and walked a mile in bare feet. It was time for some downtime! Like every good…
Titan Files for Salesforce
(sponsored content) Establish End-to-End Business Processes with Salesforce Files Working with files is a common and crucial aspect of business operations. It’s important that documents are managed efficiently to enhance productivity and collaboration rather than hinder it. Manually handling documents isn’t the best idea especially when standardized tasks need to be performed on them. We…
