Level: IntermediateSalesforce
Salesforce Guest User Security for Experience Cloud Sites
Salesforce Guest User Security is about protecting your org from people who visit a public site without logging in. Every Experience Cloud site has…
Swapnil SFDC - Blog
Level: IntermediateSalesforce
Salesforce Data Classification: Label Sensitive Fields Right
Salesforce Data Classification lets you label each field with how sensitive it is, who owns it and which privacy rules apply. For example, you…
Level: IntermediateSalesforce
SOQL for Salesforce Admins: Workbench and Inspector Guide
SOQL for Salesforce Admins is one of the most useful skills you can add in 2026. SOQL, the Salesforce Object Query Language, lets you…
Level: IntermediateSalesforce
Salesforce Summary Formulas and Historical Trend Reporting
Salesforce Summary Formulas let you calculate new numbers from report totals, such as win rate, average deal size or percent of total. Historical trend…
Level: IntermediateSalesforce
Salesforce Dynamic Related Lists: Smarter Record Pages
Salesforce Dynamic Related Lists let you control a related list right on the Lightning record page, without touching the page layout. You can choose…
Level: IntermediateSalesforce
Salesforce Custom Permissions: Control Features the Smart Way
Salesforce Custom Permissions let you create your own on and off switches for features in your org. You decide who gets each switch through…
Level: AdvancedSalesforce
Salesforce Org Strategy: Single Org vs Multi-Org Explained
Salesforce Org Strategy is the decision about how many production orgs a company should run and how they work together. Some companies run everything…
Level: AdvancedSalesforce
Shield Field Audit Trail and Data Retention Explained
Shield Field Audit Trail lets you keep field change history for up to ten years, far longer than standard field history tracking. It also…
Level: AdvancedSalesforce
Salesforce CPQ and Revenue Cloud Basics for Admins
Salesforce CPQ helps sales reps build accurate quotes quickly, even when products have many options and complex pricing. CPQ stands for Configure, Price, Quote.…
Level: AdvancedSalesforce
Marketing Cloud Account Engagement Basics for Salesforce Admins
Marketing Cloud Account Engagement is Salesforce’s B2B marketing automation tool. It was called Pardot for many years, and many people still use that name.…