24 posts tagged with "administration"
Understanding Salesforce managed packages, the AppExchange marketplace, and how to evaluate, install, and manage third-party packages in your org.
How to set up Briefcase Builder for offline access and configure the Salesforce Mobile App for your users — installation, setup, and offline features.
Every tool Salesforce provides for bulk data operations — Mass Delete, Mass Transfer, team reassignments, address updates, the Data Wizard, and the Data Loader.
How to stay on top of Salesforce's three annual releases — release updates in Setup, release notes, sandbox preview, and preparing your org.
How to set up matching rules and duplicate rules in Salesforce to keep your data clean and prevent duplicate records.
A complete guide to email in Salesforce — deliverability settings, email templates, sending limits, list emails, mass emails, Flow emails, the EmailMessage object, and when to use external tools instead.
How to set up and use Salesforce Chatter for team collaboration — feeds on records, Chatter groups, direct messaging, file sharing, and keeping your team connected within the CRM.
Understanding Salesforce's core relationship objects — Accounts, Contacts, Account hierarchies, Account Teams, Account Contact Relationships, Contact Roles, and the Account Relationship object.
A complete guide to Salesforce reporting — creating reports, custom report types, report folders, scheduling, exporting, dashboards, dashboard folders, and the power of one formula.
How to use Salesforce Topics to organize and categorize records, enabling users to discover related content and collaborate more effectively across the org.
How to build approval processes in Salesforce — from simple single-step approvals to complex multi-step workflows with parallel approvers, escalation, and automated actions.
How to set up Salesforce Paths to guide users through business processes with visual step-by-step indicators, key fields, and guidance for success at every stage.
Everything you need to know about Salesforce list views — creating them, granting user access, adding list view buttons, understanding limitations, and managing list view sprawl in your org.
How to distribute administrative responsibilities without granting full System Administrator access — setting up delegated administration for user management, custom object administration, and more.
Master Salesforce record access including OWD settings, role hierarchies, public groups, queues, sharing rules, sharing sets, restriction rules, and more. Learn the complete record access pyramid with hands-on examples and a practical project.
A comprehensive guide to Salesforce's permission model — profiles, permission sets, permission set groups, object and field permissions, system permissions, Apex class access, custom permissions, and when to use each.
How to create and configure Lightning apps and custom tabs in Salesforce — organizing your org's navigation into purpose-built experiences for different teams and use cases.
A complete guide to the Lightning App Builder — how to create record pages, use standard and custom components, set up conditional visibility, leverage dynamic forms and dynamic actions, and activate pages for your users.
How to use formulas to compute values, validation rules to enforce data quality, lookup filters to restrict related record selection, and custom labels for reusable text — the declarative logic layer of Salesforce.
A practical guide to quick actions, custom buttons, and custom links in Salesforce — how to create them, add them to page layouts, and understand the difference between object-specific and global quick actions.
How to control what users see on a record page using page layouts, how to create record types for different business processes, and how to map them together for a tailored user experience.
A deep dive into the Salesforce data model — standard vs custom objects, field types, relationships, Big Objects, global value sets, schema builder, field history tracking, and hands-on projects.
A complete guide to managing users in Salesforce — creating users, assigning licenses, resetting passwords, verifying logins, proxy login, and understanding how license types shape user access.
Everything you need to know to get started as a Salesforce Administrator — navigating the UI, understanding sandboxes, configuring company information, languages, storage, branding, and business hours.