Level: IntermediateSalesforce
Salesforce Global Search and Search Settings Explained
Salesforce Global Search is the search box at the top of every page. It finds records across many objects at once. Users rely on…
Swapnil SFDC - Blog
Level: IntermediateSalesforce
Salesforce Backup and Recover: Protect Your Org’s Data
Salesforce Backup and Recover is about keeping a safe copy of your data and getting it back after a mistake. Salesforce keeps its servers…
Level: IntermediateSalesforce
Salesforce Consent Management, Individual Object and Privacy
Salesforce Consent Management helps you record what each person has agreed to. For example, a person may accept marketing emails but refuse website tracking.…
Level: IntermediateSalesforce
Einstein Activity Capture: Sync Emails and Events Automatically
Einstein Activity Capture connects users’ email and calendar accounts to Salesforce. Then it adds their emails and meetings to related records automatically. Sales reps…
Level: IntermediateSalesforce
Salesforce Named Credentials and External Credentials Guide
Salesforce Named Credentials store the address and login details of an outside system in one safe place. When Apex, Flow or External Services call…
Level: IntermediateSalesforce
Salesforce Login Flows, Login IP Ranges and Trusted IPs
Salesforce Login Flows let you show extra screens to users right after they log in, before they reach Salesforce. You can use them to…
Level: IntermediateSalesforce
Salesforce User Access Policies: Automate Permission Sets
Salesforce User Access Policies let you assign permission sets, groups and queues to users automatically, based on rules you define. Instead of clicking through…
Level: IntermediateSalesforce
Salesforce Health Check and Security Center Explained
Salesforce Health Check gives your org a security score and a list of settings that need attention. In one screen, it compares your password,…
Level: IntermediateSalesforce
Salesforce Opportunity Splits: Share Credit for a Deal
Salesforce Opportunity Splits let a sales team share credit for one deal. Say three people help close a big contract. With splits, each one…
Level: IntermediateSalesforce
Salesforce Implicit Sharing and Sharing Sets Explained
Salesforce Implicit Sharing is the access Salesforce gives automatically between related records, without any rule or button. For example, if you can see a…