Level: IntermediateAdvanced Admin
Salesforce Schema Builder: See and Edit Your Data Model
Salesforce Schema Builder shows your objects, fields and relationships on one visual canvas, and it lets you add new objects and fields by dragging…
Topic
Advanced Admin
Advanced Salesforce administration topics: sales features, analytics and access control.
Level: AdvancedAdvanced Admin
Salesforce Data Migration: Load Order, External IDs and Relationships
Salesforce Data Migration is the planned move of records from an old system, such as spreadsheets or another CRM, into Salesforce without losing links…
Level: AdvancedAdvanced Admin
Custom Metadata Types vs Custom Settings in Salesforce
Custom Metadata Types let you store app settings, such as discount rates or routing rules, as records that admins can change without code and…
Level: AdvancedAdvanced Admin
Salesforce Restriction Rules and Scoping Rules
Salesforce Restriction Rules hide records from users who would otherwise see them through sharing, so each person only sees the records that are right…
Level: AdvancedAdvanced Admin
Salesforce Delegated Administration Explained
Salesforce Delegated Administration lets you give a trusted user a few admin powers, like creating users or resetting passwords for their own team, without…
Level: AdvancedAdvanced Admin
Salesforce Permission Set Groups and Muting Permission Sets
Salesforce Permission Set Groups bundle several permission sets into one package that matches a job role, such as Sales Rep or Support Agent. Instead…
Level: IntermediateAdvanced Admin
Salesforce Roll-Up Summary Fields and Cross-Object Formulas
Salesforce Roll-Up Summary Fields calculate totals from child records and store them on the parent, such as the total fees collected for a course.…
Level: AdvancedAdvanced Admin
Salesforce Dynamic Dashboards and Dashboard Filters
Salesforce Dynamic Dashboards show each viewer the data they are allowed to see, so one dashboard can serve a whole sales team. Rahul sees…
Level: AdvancedAdvanced Admin
Salesforce Joined Reports, Bucket Fields and Summary Formulas
Salesforce Joined Reports show several reports side by side in one view, grouped by a common field such as Account Name. Each part, called…
Level: IntermediateAdvanced Admin
Salesforce Custom Report Types: A Step by Step Guide
Salesforce Custom Report Types let you choose exactly which objects and fields a report can use, including your own custom objects and their child…