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Admin & Configuration
Declarative Salesforce admin skills: security, data, reports, formulas, validation rules and releases.
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Salesforce Flow Builder for the Admin Exam: Record-Triggered, Screen and Scheduled Flows
Flow Builder for the Salesforce Admin exam: which flow type to pick, before-save vs after-save, when Flow isn’t the answer, and my step-by-step Flow…
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Lookup vs Master-Detail Relationships in Salesforce (Plus Record Types vs Page Layouts)
Lookup vs master-detail relationships in Salesforce explained with examples, plus record types vs page layouts: the Object Manager decisions on the Admin exam.
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Salesforce Reports and Dashboards for the Admin Exam: Formats, Filters and Dynamic Dashboards
Salesforce reports and dashboards explained for admins: tabular vs summary vs matrix, standard and cross filters, filter logic, and dynamic dashboards.
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Data Import Wizard vs Data Loader: Which to Use and When (Salesforce Admin Guide)
Data Import Wizard vs Data Loader: record limits, supported objects, automation and the exam scenarios that decide which Salesforce tool to use.
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Salesforce Security Model Explained: Profiles, Permission Sets, Roles and Sharing (2026)
The Salesforce security model in plain English: org, object, field and record access, profiles vs permission sets, org-wide defaults, roles and sharing rules.
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Instantly Find Validation Rules via SOQL
Have you ever wanted to search for a validation rule using only the error message? If so, here’s a quick way to save time…
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📝 How to Turn Rich Text into Plain Text
Happy Saturday! This week I had a client who was building a flow to create a Task. The flow was populating the Task…
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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…