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Admin & Configuration
Declarative Salesforce admin skills: security, data, reports, formulas, validation rules and releases.
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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.…
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Winter '25 Release Note Goodies
The Winter '25 release is just around the corner! Major update windows are scheduled for October 4th, and October 12th. As always, I'd highly recommend you…
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How to create Conditional Tabs in Salesforce Lightning
Super short email this week! In the Summer '24 release we got the ability to conditionally show tabs on Lightning Page layouts. New to the…
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How Email Approvals Work inside Salesforce
Recently I've been learning more about approval processes. Approval process offer an out-of-the-box solution for handing a record back and forth between team members. It…