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Admin & Configuration
Declarative Salesforce admin skills: security, data, reports, formulas, validation rules and releases.
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☀️ Summer '25 Release
The Salesforce Summer '25 release is just around the corner! According to the Trust Site, preview sandboxes are being upgraded this weekend, and the actual…
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Two Formula Tricks 👀
Quick email! Last week we talked about quotes as compression algorithms for wisdom. And discussed how memorizing a few meaningful quotes helps us be…
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How to Build a List Email Metric Report in Salesforce
A client asked me this week, "Is it possible to see what emails were delivered or bounced from a list email campaign?" The answer is…
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📝 Creating PDFs in Salesforce
We all know Salesforce has limitations. Sometimes you want to achieve a result that, on the surface, seems simple. ...and you hit a wall.…
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🏆 How to Calculate Opportunity Win Rate in Salesforce 🏆
Happy Saturday! Sometimes you need to calculate percentages in a Salesforce report. For example, how many opportunities did Bob Apples, the salesperson, close this…
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Salesforce 15 vs 18 Digit ID: Differences & Conversion Guide
Struggling with Salesforce 15-digit vs 18-digit IDs? Discover their differences, when to use each, how to convert them, and avoid common ID mismatch errors.
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🌱 Spring '25
The Spring '25 release is one month away! Major dates for the release are: February 7th February 14th You can check your specific environment's…
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How to Inline Edit a Related List
Have you ever wanted to add inline edit to a related list? So many clients have asked me for this, and recently I got the request…
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Exciting Winter '25 ☃️ Feature
Quick tip this week! In the most recent Winter '25 release, Salesforce enabled Conditional Field Formatting. This is a fun new feature that I think…
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Dynamic Report Filters
Quick tip this week. You can pass filter values into the URL of a report in order to dynamically change what the report shows.…