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Admin & Configuration
Declarative Salesforce admin skills: security, data, reports, formulas, validation rules and releases.
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Salesforce Omni-Channel Routing: Queues, Skills & Capacity
How Salesforce Omni-Channel routing works in 2026: service channels, queues vs skills-based routing, capacity models, Least Active vs Most Available, with examples.
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Platform Administrator vs Platform Administrator II
Platform Administrator vs Platform Administrator II (Advanced Admin), compared from the official exam guides: prerequisites, passing scores and sections.
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Platform Administrator II Practice Questions: 25 With Answers
25 original Platform Administrator II (Advanced Administrator) practice questions, weighted like the exam guide, with answers and Help sources.
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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…