Category: Salesforce Administrator

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 component: Configure the choice set (type = Record): Filter out those that are inactive or have no company name to […]

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 not the first or last to fail a Salesforce exam. Many students have failed the first and sometimes second time […]

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 update the current record or a parent record only. Can only have one if/then statement. Can send email alerts. Can […]

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 certification. www.CertifyCRM.com #salesforce #elearning #investmenttime

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 now meets the criteria. When will the workflow action run? Answer: On April 4th when the record no longer meets […]