Admin
How to Export a Salesforce Report to Excel: 4 Methods Compared
Four ways to get a Salesforce report into Excel — Lightning Export, Printable View, scheduled email subscription,...
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Admin Articles - Page 2
Admin
Picklist on Events: Understanding Shared Activity Fields
Salesforce developers and admins often encounter a common challenge: picklist fields created for Tasks...
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Admin
Survey Response Access Control: A Configuration-First Guide
Master declarative security for Salesforce Surveys. Learn how to restrict access to sensitive feedback data based...
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Admin
Salesforce Surveys: Implementing a Native Feedback Engine
Discover how to leverage Salesforce Surveys as a scalable, native feedback solution. Learn how to automate data...
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Admin
Salesforce Spring Cleaning: 9 Tips to Optimize Your Org 2026
A well-maintained Salesforce org is essential for performance and reliability. Use these nine strategies to clear...
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Admin
Salesforce Tax Receipts: Native Capabilities & Limitations
Generating compliant tax receipts in Salesforce requires balancing native document generation against the specific...
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Admin
Setup with Agentforce: A Technical Guide for Salesforce Admins
Streamline your administrative workflows by leveraging Setup with Agentforce to automate object creation,...
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Admin
Salesforce Architecture Decision Guides: New Standardized Format
Salesforce has introduced a streamlined, standardized format for its Architecture Decision Guides to help...
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Admin
Salesforce Security Breaches: 2026 Experience Cloud Threats
A series of ongoing data exfiltration attacks in 2026 has targeted Salesforce customers through misconfigured...
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Admin
Salesforce Hyperforce Security: Middle East Conflict Impact
Recent geopolitical tensions in the Middle East have prompted Salesforce to adjust its Hyperforce data residency...
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Admin
5 Developer Mindsets for Salesforce Admins in an AI Era
Modern Salesforce automation is faster than ever thanks to AI, but speed shouldn't come at the cost of stability....
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Admin
Salesforce Security Principles: A 2026 Strategy for Architects
With the rise of Agentforce and sophisticated attacks, security is no longer an optional task. Use these five...
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