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Salesforce Saturdays
Join 1,033 Salesforce pros getting one 10-minute tip on Salesforce tech or career growth every Saturday.
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How to create Conditional Tabs in Salesforce Lightning
Super short email this week! In the Summer '24 release we got the ability to conditionally show tabs on Lightning Page layouts. New to the…
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How Email Approvals Work inside Salesforce
Recently I've been learning more about approval processes. Approval process offer an out-of-the-box solution for handing a record back and forth between team members. It…
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Updating Salesforce with the Execute Anonymous Window
Sometimes it's useful to be able to mass delete records in a sandbox. I was doing some work for a client this week. And…
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How to Conditionally Require Fields on a Page Layout
Super quick tip today... Have you ever needed to conditionally require a field on a page layout? Imagine a Lead Source picklist field where one option…
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Einstein's Consciousness, Creativity, and Mindstorming
Creativity has taken our species from living in caves to sending rockets to space. Your greatest asset is between your ears. But are you…
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Road Trips and DLRS (Declarative Lookup Rollup Summaries)
I just got back from Bryce Canyon National Park in Utah and it was awesome. Totally recommend checking out any of the National Parks…
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Walks, Exercise Snacks, and the Salesforce life
Happy Saturday! It's warming up where I live and I've been walking a lot. It's a great way to relax and think creatively about 1)…
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Custom Flow Error For the Win!
This week a client of mine had a requirement to prevent their users from deleting tasks. You may know that the ability to create,…
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Summer '24 Release is Here
Happy Saturday :) The Summer '24 Saleforce release is right around the corner with updates scheduled to run from May 10 - May 17. As…
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Reading the Mind in the Eye
I took an online test this week and my results made me feel like a superhero. The test shows you 36 sets of eyes and asks…
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Navy SEALs, Box Breathing, and Stress
Happy Saturday! The Navy SEALs are well known for being special forces soldiers tasked with the most demanding missions the US military has to offer.…
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Salesforce AI Associate Certification Is Retired: What Replaces It and What to Study Now
The Salesforce AI Associate exam was retired in February 2026. Here’s what replaced it, how to move to Agentforce Specialist, and the AI fundamentals…