Level: IntermediateSalesforce
Salesforce Manual Sharing and Account, Opportunity and Case Teams
Salesforce Manual Sharing lets a record owner give access to one specific record, one person at a time. Teams take the same idea further.…
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Level: BeginnerSalesforce
Salesforce Storage Limits: Data Storage vs File Storage
Salesforce Storage Limits decide how much data and how many files your org can hold. Every record, email and file uses some space. When…
Level: BeginnerSalesforce
Organization-Wide Email Addresses and Email Deliverability
Organization-Wide Email Addresses let Salesforce send emails from a shared address, such as support@brightpathtutors.com, instead of a person’s own mailbox. Customers then see your…
Level: BeginnerSalesforce
Salesforce Conditional Formatting and Row-Level Formulas
Salesforce Conditional Formatting colours numbers in a report so problems stand out at a glance. Red for low, yellow for okay and green for…
Level: BeginnerSalesforce
Salesforce Report Subscriptions and Dashboard Subscriptions
Salesforce Report Subscriptions send a report to your inbox on a schedule, without anyone opening Salesforce. You choose the report, the time and the…
Level: BeginnerSalesforce
Salesforce Themes and Branding: Logos, Colours and Login Page
Salesforce Themes and Branding let you make Salesforce look like your own company. With a few settings, you can add your logo and set…
Level: BeginnerSalesforce
Salesforce Field-Level Security: Hide and Protect Fields
Salesforce Field-Level Security controls who can see a field and who can edit it. Admins often call it FLS. For example, everyone may see…
Level: BeginnerSalesforce
Salesforce User Licenses, Permission Set and Feature Licenses
Salesforce User Licenses decide which parts of Salesforce a person can use at all. Before a profile or permission set can give access, the…
Level: BeginnerSalesforce
Lightning App Manager: Utility Bar and App Navigation Guide
Lightning App Manager is the Setup page where admins create and edit Lightning apps. An app groups tabs, a brand colour and a set…
Level: BeginnerSalesforce
Salesforce Compact Layouts and the Highlights Panel Explained
Salesforce Compact Layouts decide which key fields users see at the very top of a record. Salesforce calls that top strip the highlights panel.…