Level: IntermediateSalesforce
Salesforce Duplicate Rules and Matching Rules Explained
Salesforce Duplicate Rules and matching rules stop the same customer, lead or course from being entered twice. Duplicates look harmless at first. Then a…
Topic
Salesforce Admin
Level: IntermediateSalesforce
Lightning App Builder: Build Custom Apps in Salesforce
Lightning App Builder is the drag-and-drop tool you use to design pages in Salesforce. You already used it in our page layouts and Lightning…
Level: IntermediateSalesforce
Salesforce Flow Types: Screen, Record-Triggered and Scheduled
Salesforce Flow Types decide how and when your automation starts. In our first Flow Builder guide, you built a simple flow and learned the…
Level: IntermediateSalesforce
Salesforce Approval Processes Step by Step
Salesforce Approval Processes send a record to the right person for a yes or no before a change takes effect. Think of a big…
Level: IntermediateSalesforce
Salesforce Data Loader and Data Import Wizard Guide
Salesforce Data Loader and the Data Import Wizard help you move many records in or out of Salesforce at once. Typing 500 courses by…
Level: BeginnerSalesforce
Salesforce Reports and Dashboards for Beginners
Salesforce Reports and Dashboards turn your records into clear answers. A report is a list of records that match your filters, often grouped and…
Level: BeginnerSalesforce
Salesforce Record Types: When and How to Use Them
Salesforce Record Types let one object behave in different ways for different kinds of records. In our page layouts and Lightning record pages guide,…
Level: BeginnerSalesforce
Salesforce Page Layouts and Lightning Record Pages Guide
Salesforce Page Layouts decide what users see when they open a record. Fields, sections, buttons and related lists all come from the layout. In…
Level: BeginnerSalesforce
Salesforce Validation Rules Explained with Real Examples
Salesforce Validation Rules stop bad data before it gets saved. In our post on formula fields and field types, you learned how to calculate…
Level: BeginnerSalesforce
Salesforce Formula Fields and Field Types Explained
Salesforce Formula Fields let you calculate a value automatically, such as a price with tax or the end date of a course. But before…