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Admin & Configuration
Declarative Salesforce admin skills: security, data, reports, formulas, validation rules and releases.
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Salesforce Security Center: What It Is and What It Monitors
If you look after more than one Salesforce org, you’ve probably answered “who has Modify All Data right now?” by opening each org one…
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Case Deflection With an Experience Cloud Portal: How to Build One
Hey friends, To build case deflection in Salesforce, put the Contact Support Form and the Case Deflection component on the same page of an…
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Web-to-Case Setup and Limits
Hey friends, Web-to-Case turns a form on your website into new Salesforce cases, up to 5,000 cases in a 24-hour period; extra submissions wait…
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Einstein Case Classification: Setup and Requirements
Hey everyone, Einstein Case Classification predicts case field values, like Case Reason, Priority or Type, from the subject and description of new cases, and…
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How to Set Up the Service Console in Salesforce
Hey friends, To set up the Service Console in Salesforce, open Setup > App Manager, edit the standard Service Console app (or click New…
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Salesforce Entitlements and Entitlement Processes Explained
Hey friends, Entitlements are how Salesforce answers two questions on every case: is this customer allowed support, and how fast do we owe them…
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Salesforce Screen Flow: How to Build Your First One
Hey friends, A screen flow is a guided form you build with clicks: screens to collect input, logic to decide what happens, and elements…
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How to Set Up Email-to-Case in Salesforce
Hey friends, Email-to-Case turns emails sent to your support address into cases. Turning it on takes five minutes. Getting it right takes a little…
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Salesforce Sandbox: What It Is and How It Works
Hey friends, A Salesforce sandbox is a copy of your production org that lives on its own. You build and test there, and nothing…
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Formula Field vs Validation Rule vs Flow
Hey friends, Formula fields, validation rules and flows all use the same formula language, which is why people mix them up. They do three…