Admin Articles - Page 5

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...

Fix missing Salesforce custom object report in builder

Ever created a new object only to find it missing from the report builder? It usually comes down to a few simple...

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...

CRM Analytics augment logic: Single vs Multiple Values

Ever wonder why your dashboard numbers look wrong after a join? It usually comes down to how you handle...

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...

Connect Excel to Salesforce for Faster Data Management

Tired of clicking through the Salesforce UI for every single record update? Connecting Excel to Salesforce lets...

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...

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....

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...