Don’t you just hate it when a user comes along after spending hours on a report and they still can’t get it right and you find they used the wrong report type and have to start all over again?
We can prevent that problem with a few clicks. Restrict Report Types #salesforceadmns #salesforce
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…
Using Files Connect for Google Drive, you can seamlessly connect files stored in Google Drive to your Salesforce records. Link files to records, share in Chatter and @mention your colleagues. Take a look at this video to see it in action. Step by step instructions on how to configure this in your Salesforce org are here….
Great tips on getting your Salesforce Admin certification by Rakesh Gupta (the Automation Champion). #salesforceadmns
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…
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…
This Trailmix contains the content for the Administrator exam prep
