Admin Articles - Page 6

Guide 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...

Restrict ‘Login As’ with a Transaction Security Policy (LoginAs event)

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. I will show you how...

Customize Your Salesforce Welcome Email for Spring '25

Stop sending boring, generic login emails to your new hires. I'll show you how to use the Spring '25 updates to...

Data 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...

Salesforce 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...

How Admins Use Business Analysis Skills Effectively — Podcast Takeaways | Salesforce business analysis

Master the Salesforce sharing model: OWD to manual sharing

Setting up record access can get messy if you don't have a plan. This guide breaks down the Salesforce sharing...

Salesforce 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...

Understanding the Salesforce DataRaptor in OmniStudio

If you are working in OmniStudio, you have definitely heard of the Salesforce DataRaptor. It is a declarative tool...

Salesforce Mass Merge - Clean Accounts, Contacts, and Leads

Cleaning up thousands of duplicate records in Salesforce is a nightmare if you do it manually. This guide shows...

Salesforce 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...