Level: BeginnerSalesforce
Salesforce User Management: Create, Freeze, Deactivate and Login As
Salesforce User Management is the daily work of adding people to your org, fixing their login problems and removing access when they leave. In…
Tag
Salesforce Admin
Level: BeginnerSalesforce
Salesforce Company Settings: Time Zone, Business Hours and Fiscal Year
Salesforce Company Settings control the basic facts about your organisation, like its time zone, currency, working hours and financial year. Every report, every due…
Level: BeginnerSalesforce
Salesforce Exam Registration: How to Book Your Exam Step by Step
Salesforce exam registration now happens on Trailhead Academy, with Pearson VUE delivering the exam either online or at a test centre. If you followed…
Level: IntermediateSalesforce
Salesforce Admin Certification Guide: How to Prepare
The Salesforce Admin Certification is the first credential most people earn on their Salesforce career path. It proves that you can set up, secure…
Level: IntermediateSalesforce
Salesforce Org Security: MFA, Login and Session Settings
Salesforce Org Security covers everything that decides who can log in, from where, at what time, and for how long. In our profiles and…
Level: IntermediateSalesforce
Salesforce Sandboxes and Change Sets for Beginners
Salesforce Sandboxes are copies of your production org where you can build and test changes safely. Change sets then carry those finished changes from…
Level: IntermediateSalesforce
Salesforce Field History Tracking and Setup Audit Trail
Salesforce Field History Tracking records every change to the fields you choose, with the old value, the new value, who made the change and…
Level: IntermediateSalesforce
Salesforce Email Templates and Email Alerts Guide
Salesforce Email Templates let you write an email once and reuse it hundreds of times, with each copy filled with the right names, dates…
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…
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…