Admin articles
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AdminEnable Salesforce Email Approval and Response Keywords
Stop making your VPs log in just to click a button. This guide shows you how to set up Salesforce email approval so...
AdminWhat is a Salesforce Queue? A Guide to Record Ownership
Ever wonder why you can't just assign every lead to one person? A Salesforce Queue acts like a digital bucket for...
AdminCan't create Campaigns? Check the Marketing User checkbox
If your user has the right profile permissions but still can't see the New button on Campaigns, you're likely missing a...
AdminFix the CRM Analytics character limit for long text fields
It is frustrating when your dashboard text cuts off at 255 characters right before a demo. This happens because of a...
AdminGuide to Salesforce report types: Tabular to Summary
Picking the wrong report format is a common mistake that leads to broken dashboards. Here is a practical look at how to...
AdminWhat are Salesforce Big Objects? A Practical Guide
If you are trying to store millions of logs in a custom object, you are headed for trouble. I will show you how...
AdminData Loader vs Data Import Wizard: Which to Use & When
Data Loader vs Data Import Wizard: Wizard handles up to 50,000 records on common objects via the browser. Data Loader...
AdminSalesforce manual sharing - Granting surgical record access
Ever had a user who couldn't see a record they needed? Manual sharing is like a safety valve for your security model....
AdminSalesforce advanced reporting: Beyond basic report types
Tired of basic reports that don't show the full picture? I'll show you how to use tools like cross filters and joined...
AdminUnderstanding the Salesforce DataRaptor in OmniStudio
If you are working in OmniStudio, you have definitely heard of the Salesforce DataRaptor. It is a declarative tool that...
AdminSalesforce OmniScript Guide - Build Guided User Experiences
If you're tired of building complex flows with custom code, you need to check out Salesforce OmniScript. It's a...
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