A Trailhead Trailmix for Administrators
This Trailmix contains the content for the Administrator exam prep
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Wrangling Salesforce Reports
Salesforce reports are one of the platform’s greatest strengths. They give teams visibility, support decision-making, and turn raw data into insights the business can act on. But over time, something almost every Salesforce organisation experiences begins to creep in: Report sprawl. How report sprawl quietly takes over your org Most Salesforce report clutter does not…
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New Course Poll
We are conducting a poll to see what new courses you would like to see on CertifyCRM.com. Your input will be greatly appreciated.
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…
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…
Affordable, Simple Salesforce Backup
Yes, you have the Salesforce Recycle Bin. Yes, you can export data. But when someone mass updates 50,000 records incorrectly… or a Flow wipes out key data… manual exports won’t save you. A Data Integration goes rogue and updates the wrong records, or worse – deletes them! What if it takes a week or two…
Salesforce Page Layouts are Dead
Salesforce Page Layouts are Dead – (there I said it again!) Are we ready to retire Page Layouts? Update: We had some vigorous discussions on LinkedIn over a 24-hour period. We found that Page Layouts (although they should probably be put out to pasture) are intertwined into many other Salesforce features beyond just the actual…
