Level: AdvancedAdvanced Admin
Salesforce Product Schedules: Revenue and Quantity
Salesforce Product Schedules split the revenue or quantity of a product on an opportunity into installments over time, such as 12 monthly payments or…
Tag
Salesforce
Level: IntermediateAdvanced Admin
Salesforce Contracts and Orders Explained
Salesforce Contracts and Orders track what happens after a deal is won: the contract records the agreed terms and dates, and the order records…
Level: AdvancedAdvanced Admin
Salesforce Report Folders, Folder Sharing and Cross Filters
Salesforce Report Folders store reports and dashboards and control who can view, edit or manage them. Folder sharing decides access to the report itself,…
Level: AdvancedAdvanced Admin
Salesforce Reporting Snapshots: Track Trends Over Time
Salesforce Reporting Snapshots save the results of a report into a custom object on a schedule, so you can see how numbers change over…
Level: IntermediateAdvanced Admin
Salesforce Custom Notifications and Custom Labels
Salesforce Custom Notifications are alerts you design yourself and send to users on desktop and in the mobile app, usually from a flow, when…
Level: IntermediateAdvanced Admin
Salesforce In-App Guidance: Prompts and Walkthroughs
Salesforce In-App Guidance lets admins show short messages and step-by-step tours inside Lightning pages, right where users work. Instead of sending a long training…
Level: IntermediateAdvanced Admin
Salesforce Dynamic Forms and Dynamic Actions
Salesforce Dynamic Forms let you place fields and field sections anywhere on a Lightning record page and show or hide them based on rules,…
Level: AdvancedAdvanced Admin
Salesforce Debug Logs for Admins: Find and Fix Automation Errors
Salesforce Debug Logs record what happens inside a transaction, such as which validation rules ran, which flows started, and which records were saved. When…
Level: AdvancedAdvanced Admin
Migrate to Flow: Move Workflow Rules and Process Builder
Migrate to Flow is the Salesforce tool and process for moving old Workflow Rules and Process Builder processes into modern record-triggered flows. Salesforce ended…
Level: AdvancedAdvanced Admin
Advanced Salesforce Flows: Subflows, Fault Paths and Scheduled Paths
Advanced Salesforce Flows use three skills that separate a beginner flow from a production-ready one: subflows to reuse logic, fault paths to handle errors,…