Salesforce

  • #SalesforceWinter24 – See What’s Enabled in a Permission Set with View Summary

    #1MinuteTip #SalesforceWinter24 It is now easy to see what’s enabled in a Permission Set with “View Summary” option … Here are highlights from article #SalesforceWinter24 – See What’s Enabled in a Permission Set with View Summary 1. Clear instructions: – The article provides clear and concise step-by-step instructions on how to complete a specific task…

  • Oleh Mykytyn Finds His Purpose as a Salesforce Developer

    Our Dev Spotlight series explores the lives of individual developers as they share their journey to becoming a Salesforce Developer and what it means to be a part of our worldwide community … Here are highlights from article Oleh Mykytyn Finds His Purpose as a Salesforce Developer 1. Introduction to Oleh Mykytyn – Started Salesforce…

  • Pei Mun Lim on the Skills of a Business Analyst – Salesforce Admins

    Enhance your business analyst skills by listening to the Salesforce Admins Podcast. Tune in for insights on emotional intelligence and active listening … Here are highlights from article Pei Mun Lim on the Skills of a Business Analyst – Salesforce Admins 1. Two critical skills for business analysts: – Active listening – Emotional intelligence 2.…

  • Evaluating Account Hierarchies in Salesforce | Salesforce Ben

    Share this article…Account hierarchies in Salesforce help build and visualize large corporate family trees with subsidiary accounts. Native Salesforce is a great tool to get started, however, there are critical data architecture and process considerations that affect the usability and functionality of more complex account… Read More … Here are highlights from article Evaluating Account…

  • Salesforce Backup & Restore – Technical Potpourri from Sudipta Deb

    Salesforce’s Backup and Restore solution is now widely available, over two years after it was first announced at Dreamforce ’21. A customized backup tool is essential as businesses rely more and more on cloud computing. Salesforce consequently released a native backup and restore offering … Here are highlights from article Salesforce Backup & Restore –…

  • Salesforce Flows – 31 Features Introduced in Winter ’24 Release

    In Salesforce Winter ’24 Release, there were 31 features related to Salesforce Flows. Here is a quick overview of these with screenshots … Here are highlights from article Salesforce Flows – 31 Features Introduced in Winter ’24 Release 1. Clear and concise instructions – The article provides step-by-step instructions that are easy to understand and…

  • A Salesforce Admin’s Guide to Dreamforce 2023 – Salesforce Admins

    Join us in person or on Salesforce+ September 12-14 to learn, connect, and have fun at Dreamforce 2023. Read on to discover the top sessions for Salesforce Admins … Here are highlights from article A Salesforce Admin’s Guide to Dreamforce 2023 – Salesforce Admins 1. Admin Keynote at Dreamforce: – AI + Data + CRM…

  • End of Support for Twitter/X from Salesforce – Technical Potpourri from Sudipta Deb

    As early as August 23, 2023, X, the company formerly known as Twitter, will discontinue Salesforce’s public API access for the Social Accounts, Contacts and Leads feature … Here are highlights from article End of Support for Twitter/X from Salesforce – Technical Potpourri from Sudipta Deb 1. Importance of integrating Social Accounts, Contacts, and Leads…

  • #SalesforceWinter24 – View Report and Dashboard Details From the Analytics Tab

    #1MinuteTip #SalesforceWinter24 Use Asset Details to view metadata for your reports and dashboards, such as create date and owner … Here are highlights from article #SalesforceWinter24 – View Report and Dashboard Details From the Analytics Tab 1. Identify the task or problem: – Determine what specific task or problem you need guidance on. – Clearly…

  • Introducing Salesforce Backup: Your Data’s Safety Net – Salesforce Admins

    Learn about Salesforce Backup and safeguard your data with ease. Explore GA features, seamless restores, data security, and more … Here are highlights from article Introducing Salesforce Backup: Your Data’s Safety Net – Salesforce Admins 1. Salesforce Backup is a native backup and restore solution that automatically creates backup copies of business data. – Designed…