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Admin & Configuration
Declarative Salesforce admin skills: security, data, reports, formulas, validation rules and releases.
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Salesforce Duplicate and Matching Rules: How They Work and When They Don’t
How Salesforce duplicate rules and matching rules work together, the limits, the Allow, Block and Report options, and the situations where duplicate rules quietly…
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Validation Rule Patterns: Required-If, Picklists, Locking Records and Lead Conversion
Reusable Salesforce validation rule patterns: conditionally required fields, picklist rules, locking records after a stage, field-change rules, lead conversion and Web-to-Lead, data loads, and…
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Lightning App Builder Tutorial: App, Home and Record Pages with Dynamic Forms
A practical Lightning App Builder tutorial: the three page types, the builder layout, Dynamic Forms, and component visibility rules by field value, user and…
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Salesforce Data Modeling: Objects, Relationships and ERDs for App Builders
Salesforce data modeling explained: standard vs custom objects, lookup vs master-detail, many-to-many junction objects, hierarchical and external lookups, Schema Builder ERDs, and the limits…
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Salesforce Report Formulas: Row-Level vs Summary Formulas (with Examples)
How to use row-level and summary formulas in Salesforce reports: when to use each, win rate and time-to-close examples, PARENTGROUPVAL and PREVGROUPVAL, and the…
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Salesforce Date Formulas: TODAY, DATEVALUE, ADDMONTHS and Time Zones
Salesforce date and date/time formula examples that work: days between dates, ages, renewals with ADDMONTHS, weekdays, converting with DATEVALUE and TEXT, and the GMT…
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Salesforce Formula Examples: IF, CASE, Picklists, Text, Math and Cross-Object
Working Salesforce formula field examples for admins and App Builders: IF/AND/OR, CASE, ISPICKVAL and TEXT for picklists, text and math functions, cross-object formulas and…
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Platform App Builder Practice Questions: 20 Scenarios Explained (2026)
20 original Salesforce Platform App Builder practice questions weighted like the real exam, with explanations and the Salesforce Help or Trailhead source for each.
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Admin Exam Cheat Sheet: Sales and Service Applications (Leads, Cases, Routing, Escalation)
Admin exam cheat sheet for Sales and Marketing Applications and Service and Support Applications: lead conversion, Web-to-Case, assignment vs escalation rules, Omni-Channel, Knowledge.
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Salesforce Validation Rule Examples: 15 Formulas You Can Copy (with Practice Questions)
15 Salesforce validation rule examples you can copy, explained line by line, plus when to use a validation rule vs a duplicate rule or…