Salesforce Admin Archives - Salesforce Emily

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Using the Data Import Wizard in Salesforce

Posted byby Emily Call
March 7, 2024

In today’s data-driven world, efficient handling of data imports is paramount for businesses to thrive. Whether you’re migrating data from legacy systems, integrating new data sources, or simply updating existing...

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Duplicate Rules and Matching Rules in Salesforce

Posted byby Emily Call
February 8, 2024

Duplicate and Matching Rules in Salesforce are powerful features designed to help you identify, prevent, and manage duplicate records within your Salesforce organization. These rules enable you to establish criteria...

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Uninstall a Package in Salesforce

Posted byby Emily Call
January 26, 2024

Uninstalling a package in Salesforce is a crucial process for maintaining the integrity and performance of your Salesforce org. Whether you’re no longer using a specific package, encountering conflicts with...

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Public Groups in Salesforce

Posted byby Emily Call
January 26, 2024

Public Groups in Salesforce are a mechanism for simplifying and enhancing the way users share records, collaborate, and manage access to information. These groups allow you to group together multiple...

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Create an Account Hierarchy in Salesforce

Posted byby Emily Call
January 26, 2024

Account Hierarchies play a crucial role in helping organizations gain a holistic understanding of their customers and prospects. They enable you to represent the hierarchical structure of accounts, identify key...

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Using Paths in Salesforce

Posted byby Emily Call
January 9, 2024

Paths offer a structured and intuitive way to keep track of each stage of a process and ensure that it is followed efficiently and consistently. Whether you are managing a...

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Salesforce Certifications

Unlocking Career Growth with Salesforce Certifications: A Comprehensive Guide

Posted byby Emily Call
January 9, 2024

Welcome to the dynamic world of Salesforce, a realm where certifications aren’t just digital badges but powerful catalysts for career advancement. In this comprehensive guide, we delve deep into the...

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Send an Email List from Salesforce

Posted byby Emily Call
October 17, 2023

Sending emails to a list in Salesforce is a powerful tool that enables you to engage with your contacts and leads at scale. Whether you’re nurturing leads, promoting products, sharing...

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Salesforce Reporting

Report Formulas in Salesforce

Posted byby Emily Call
October 10, 2023

Salesforce reports allow users to analyze data, gain insights, and make informed decisions. While standard reports provide valuable information out-of-the-box, there are times when you need to perform more complex...

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Salesforce Admin

Add Google Analytics 4 to your Salesforce Experience Site

Posted byby Emily Call
August 22, 2023

Adding Google Analytics to your salesforce experience site can be a really power tool to gather insight into your company’s health. This helps to show the details about how many...