salesforce admin Archives - Page 3 of 8

Posted inin Salesforce Admin

How to Pin a List in Salesforce

Posted byby Emily Call
June 22, 2023

In Salesforce, managing large sets of data and efficiently accessing relevant information is essential for effective CRM (Customer Relationship Management). List views in Salesforce provide a powerful tool for organizing...

Posted inin Salesforce Admin

How to Remove an Opportunity Stage

Posted byby Emily Call
June 21, 2023

In Salesforce, managing sales opportunities effectively is critical for driving revenue and maximizing sales success. Opportunity stages play a vital role in tracking and progressing opportunities through the sales pipeline....

Posted inin Salesforce Admin

How to Turn off Salesforce Classic

Posted byby Emily Call
June 20, 2023

Salesforce Classic, the original user interface (UI) for the Salesforce platform, has been a staple in the CRM world for many years. However, as technology evolves and user expectations change,...

Posted inin Salesforce Admin

Create a Date of Birth Field (DOB) in Salesforce

Posted byby Emily Call
June 19, 2023

In Salesforce, capturing and managing essential customer data is crucial for effective CRM (Customer Relationship Management). One essential piece of information that is commonly stored and utilized is the date...

Posted inin Salesforce Certifications

How I Passed the Salesforce Administrator Certification Exam + Resources!

Posted byby Emily Call
June 16, 2023

The Salesforce Administrator Certification is one of the first steps you will take to become a Salesforce professional! For many years this certification has been the very first one you...

Posted inin Salesforce Certifications

How I Passed the Salesforce Platform App Builder Certification Exam + Resources!

Posted byby Emily Call
June 14, 2023

The Salesforce Platform App Builder Certification is often classified as the bridge between admin and developer in the Salesforce certification world. It goes into more detail on the data and...

Posted inin Salesforce Certifications

How I Passed the Salesforce Associate Certification Exam + Resources!

Posted byby Emily Call
June 10, 2023

The Salesforce Associate Certification is one of the newest Salesforce certs on the market! It is a fantastic beginner certification! This certification is often known as the ‘super user’ certification...

Posted inin Salesforce Admin

How to Assign a Task to a Queue in Salesforce

Posted byby Emily Call
April 19, 2023

Salesforce tasks are an important feature of the Salesforce platform that help individuals and teams stay organized and on top of their responsibilities. Tasks are essentially to-do items that need...

Posted inin Salesforce Admin

Expiring Permission Sets in Salesforce

Posted byby Emily Call
March 22, 2023

In Salesforce, permission sets are used to grant additional permissions to users beyond their assigned profiles. Permission sets allow administrators to grant permissions to individual users or groups of users...

Report Types vs Report Formats Salesforce

Posted inin Salesforce Admin
Salesforce Essentials

Report Types vs. Report Formats in Salesforce

Posted byby Emily Call
November 15, 2022

Report Types and Formats in Salesforce can be very confusing, especially when you are newer to the salesforce ecosystem. The differences between these two functionality is crucial to know for...