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Admin articles

Page 5 of 7 · 83 articles

A comparison chart illustrating the features and use cases for Salesforce Dynamic Forms versus Record Types.Admin

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

· 5 min read Visual comparison chart explaining salesforce dynamic dashboards versus static dashboard security limitationsAdmin

Static vs Salesforce dynamic dashboards: Which to use?

Choosing between static and dynamic dashboards is a security and limits question, not a preference. I'll show you how...

· 5 min read Diagram illustrating the process for enabling Salesforce email approval using keywords for easy inbox managementAdmin

Enable Salesforce Email Approval and Response Keywords

Stop making your VPs log in just to click a button. Set up Salesforce email approval and your team can approve or...

· 4 min read Diagram illustrating how a Salesforce Queue manages shared ownership of various records and assignments.Admin

What 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 is a digital bucket for records that...

· 5 min read Screenshot showing the location of the Marketing User checkbox in Salesforce user settings to resolve campaign access issues.Admin

Can'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...

· 4 min read Screenshot showing Data Manager settings to increase the CRM Analytics character limit for text fieldsAdmin

Fix the CRM Analytics character limit for long text fields

Your dashboard text cuts off at 255 characters, usually right before a demo. It comes from a default setting in Data...

· 4 min read Diagram illustrating the four main Salesforce report types, including Tabular and Summary formats for data visualization.Admin

Guide to Salesforce report types: Tabular to Summary

Picking the wrong report format is how dashboards end up broken. Here is a practical look at choosing between the four...

· 5 min read A visual overview of the ten most important Salesforce Winter '26 features impacting developer productivity and platform capabilities.Admin

Top 10 Salesforce Winter ’26 Features Every Developer Should Know | Salesforce Winter '26 features

· 4 min read Diagram illustrating how Salesforce Big Objects store and manage large volumes of data efficientlyAdmin

What 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. Here is how Salesforce Big...

· 4 min read Comparison graphic showing the features and use cases for Salesforce Data Loader vs Wizard tool.Admin

Data Loader vs Data Import Wizard: Which to Use & When

Data Loader vs Data Import Wizard: the Wizard handles up to 50,000 records on common objects from the browser. Data...

· 5 min read Diagram illustrating how Salesforce manual sharing grants specific users access to individual recordsAdmin

Salesforce manual sharing - Granting surgical record access

Ever had a user who couldn't see a record they needed? Manual sharing is the safety valve in your security model. Here...

· 5 min read Diagram illustrating advanced reporting techniques like cross filters and joined reports in SalesforceAdmin

Salesforce advanced reporting: Beyond basic report types

Basic reports stop short of the full picture. Here is how cross filters and joined reports get you the data you...

· 5 min read