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Admin articles

Page 4 of 7 · 83 articles

Diagram illustrating the process and data implications of Salesforce lead merging operations on records.Admin

Salesforce Lead Merging: What Happens to Your Data?

Merging leads looks simple until you notice it fires deletes and updates that can set off your automation. Here is what...

· 5 min read Diagram illustrating the relationship between Salesforce Objects, standard objects, and custom objects in data management.Admin

Salesforce Objects: A Guide to Standard and Custom Tables

Salesforce Objects are the containers for your business data, much like tables in a spreadsheet. Here is how standard...

· 5 min read Diagram showing how to enable list custom settings access using Salesforce permissionsAdmin

How to Enable List Custom Settings and Fix Missing Options

Ever wonder why the New button is missing on the Custom Settings page? It usually comes down to one system permission...

· 4 min read Diagram illustrating the differences between Salesforce object relationships: Lookup and Master-Detail fieldsAdmin

Salesforce object relationships - Lookup and Master-Detail

The link you pick between two records decides your sharing model, your delete behavior, and whether roll-up summary...

· 6 min read Diagram illustrating how a Salesforce junction object connects two parent objects in a many-to-many relationshipAdmin

Salesforce Junction Object: Many-to-Many Relationship Guide

Ever tried to link two objects and realized a simple lookup won't work? Here is how to build a Salesforce junction...

· 4 min read A screenshot showing the Salesforce interface for viewing converted leads using reports and search.Admin

How to View Converted Leads in Salesforce - Guide

Ever wonder where your leads go after you hit convert? They aren't gone, just hidden from your standard views. Here is...

· 5 min read Diagram illustrating how to create a Roll-up Summary field in Salesforce for data aggregationAdmin

How to create a Roll-up Summary field in Salesforce

Ever needed to show a total from child records on a parent record? Here is how the Roll-up Summary field works, and...

· 5 min read A screenshot showing a formula converting Salesforce ISO date strings to readable Excel dates for SOQL data.Admin

Convert SOQL to Excel dates - Fix Salesforce ISO strings

Export Salesforce data, then find Excel can't read the dates. Here is a quick formula to clean up those ISO strings so...

· 3 min read Diagram illustrating the Salesforce Web-to-Case process for submitting customer inquiriesAdmin

Salesforce Web-to-Case: Top Use Cases and Best Practices

Salesforce Web-to-Case gets customer data into your org without a complex API. It handles far more than a basic contact...

· 5 min read A collection of icons representing top-rated Salesforce productivity apps available on the AppExchange.Admin

10 Best Salesforce AppExchange apps for Productivity

Stop building custom Apex for problems somebody already solved. Here are 10 Salesforce AppExchange apps I keep...

· 5 min read Diagram illustrating the process and dependencies when you try to delete a public group in Salesforce.Admin

What Happens When You Delete Public Group in Salesforce?

Deleting a public group looks simple until Salesforce blocks you with a cryptic error. Here is how to find the hidden...

· 5 min read Salesforce Flow diagram illustrating how to fix roll-up summary field update failures across objectsAdmin

Fix your roll-up summary formula field cross-object issues

Ever wondered why your roll-up summary doesn't update when a grandparent record changes? Cross-object formulas do not...

· 4 min read