Category: Salesforce Administrator

September 29, 2021

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 […]

December 12, 2020

Disable User Flow

Here is a quick and easy flow to disable users 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 […]

November 1, 2020

Failed a Salesforce Exam?

You studied hard, did some practice tests, had lots of practice in your own developer org and thought you had it all sorted. You got to the end of the exam and BUST – not the result you were hoping for! Don’t despair, you are […]

October 10, 2020

Salesforce Automation Tools

In this article, we compare the three no-code automation tools for Salesforce. These tools can automate business processes in Salesforce without writing Apex code: Workflows Process Builder Flow Builder Workflows Workflows are the oldest of the automation tools. Features Quick, relatively simple to configure. Can […]

August 2, 2020

New CertifyCRM.com website

Our website has had a major makeover, new hosting, new OS version, a new Learning Management System version and a new theme. Faster, easier, sleeker, prettier. Go visit now: www.CertifyCRM.com

June 7, 2020

Salesforce Documentation

“The job is not done until the paperwork is finished”. Documenting your Salesforce org doesn’t have to be a chore to be rushed through ready for a new release. Here are 5 quick strategies to improve your documentation. http://ow.ly/5r1Z50A0NBv #salesforce #salesforceadmins

April 30, 2020

eLearning Salesforce

All our Salesforce courses are on special for the entire month of May 2020. 50% off all courses – only $10 per course. Make your isolation time really count as “investment time” – invest in your career now and get ready for your next Salesforce […]

April 2, 2019

Today’s Quiz Question

A Salesforce record is modified on 1 April. It meets the criteria for a time-based workflow rule scheduled to run 7 days later. On 4 April, the record is modified and no longer meets the criteria. On 5 April, the record is modified again and […]

February 26, 2019

Salesforce Automation with Workflow Rules

Following our previous article on Salesforce automation tools, this article covers automation using the Workflow tool in more detail. Workflows are suitable for a single if/then statement that is triggered when a record is […]

February 26, 2019

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 will help you schedule the tasks you need to be doing to keep your org in tip-top condition. #salesforceadmns