Admin articles

Salesforce Lead Merging: What Happens to Your Data?

Merging leads seems simple until you realize it triggers deletes and updates that can break your automation. This post...

Salesforce Objects: A Guide to Standard and Custom Tables

Think of Salesforce Objects as the containers for your business data, similar to tables in a spreadsheet. I will break...

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 a specific system...

Salesforce object relationships - Lookup and Master-Detail

Choosing the right connection between records is the foundation of any good data model. We break down the differences...

Salesforce Junction Object: Many-to-Many Relationship Guide

Ever tried to link two objects and realized a simple lookup won't work? This guide explains how to build a Salesforce...

How to View Converted Leads in Salesforce - Guide

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

How to create a Roll-up Summary field in Salesforce

Ever needed to show a total value from child records on a parent record? I'll explain how the Roll-up Summary field...

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

Salesforce Web-to-Case is a classic tool that helps you get customer data into your org without a complex API. I'll...

What Happens When You Delete Public Group in Salesforce?

Deleting a public group seems simple until Salesforce blocks you with a cryptic error. I will show you how to find...

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? It is a common Salesforce...

Dynamic Forms vs Record Types in Salesforce — Which to Use and When | Salesforce Dynamic Forms

Static vs Salesforce dynamic dashboards: Which to use?

Choosing between static and dynamic dashboards isn't just about preference; it's about security and limits. I'll show...