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Admin & Configuration
Declarative Salesforce admin skills: security, data, reports, formulas, validation rules and releases.
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Salesforce Editions Compared: Starter, Pro, Core, Advanced and Max
Salesforce editions compared: Starter, Pro, Core, Advanced and Max, with prices, what each adds, old-to-new names and how to pick one.
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Migrate to Flow: Moving Workflow Rules and Process Builder to Flow
Migrate to Flow explained: move workflow rules and Process Builder to Salesforce Flow with the Migrate to Flow tool, test, and switch activations safely.
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Salesforce Flow Orchestration: Stages, Steps and Work Items
Salesforce Flow Orchestration explained: how stages, interactive and background steps, and work items string flows into one multi-person process.
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Salesforce API Limits: Daily Request Limits and How to Check Your Usage
Salesforce API limits explained: daily request allocation by edition, what counts, how to check usage in Setup, /limits and headers, and how to cut…
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Salesforce Joined Reports: Blocks, Cross-Block Formulas and Limits
How Salesforce joined reports work: up to five blocks, grouping on common fields, cross-block formulas, the limits and common mistakes.
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External Objects and Salesforce Connect: Show Outside Data Without Copying It
External objects and Salesforce Connect show outside data in Salesforce without copying it: adapters, setup steps, SOQL and the limits to know.
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Salesforce Deployment Process: From Sandbox to Production, Step by Step
The Salesforce deployment process step by step: build in a sandbox, validate, then deploy with change sets or the Salesforce CLI and 75% Apex…
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How to Set Up Products and Price Books in Salesforce
Hey everyone, To set up products and price books in Salesforce, create each product, give it an active standard price in the Standard Price…
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Shield Platform Encryption vs Classic Encryption: Which One You Need
Hey friends, Classic Encryption is free and encrypts only a special encrypted text custom field of up to 175 characters with 128-bit AES, masking…
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Salesforce Transaction Security Policies: What They Do and How to Create One
Hey friends, Salesforce transaction security policies watch user activity in real time and act on it: when an event (like a report export or…