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Admin & Configuration
Declarative Salesforce admin skills: security, data, reports, formulas, validation rules and releases.
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Territory Management vs Role Hierarchy vs Sharing Rules
Hey friends, All three of these open up access to records, and all three start from the same place: your org-wide defaults, the most…
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Salesforce Roles vs Profiles vs Permission Sets: What Controls What
Hey friends, Short version: profiles and permission sets control what a user can do (objects, fields and system permissions). Roles control which records they…
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Salesforce Admin Resume and Portfolio: What Hiring Managers Look For (With Sample Resumes)
Hey friends, A Salesforce admin resume gets read in under a minute, usually by someone who has run an org themselves. They are scanning…
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Salesforce License Types: User, Platform and Community Explained
Every Salesforce user needs one user license. Learn how user, permission set and feature licenses differ and where to see each one in Setup.
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Workflow Rules vs Process Builder vs Flow: Which Replaces Which
Flow Builder replaces both Workflow Rules and Process Builder. See how they compare, what Migrate to Flow can and cannot move, and what to…
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Salesforce Automation Explained: What It Is and Which Tool to Use
Salesforce automation now means Flow, approvals and Apex. See what each does, which fits your task and what happened to Workflow Rules and Process…
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Sales Cloud vs Service Cloud: What Each Does and Which You Need
Sales Cloud vs Service Cloud: who uses each, the records and tools they centre on, where they overlap, and how to choose between them…
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Sharing Rules in Salesforce: Owner-Based vs Criteria-Based
Sharing rules give groups more record access than your org-wide defaults. Learn owner-based vs criteria-based rules, how to create each and what they cannot…
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Salesforce Security Health Check: How to Run It and Fix the Findings
Security Health Check scores your org against a security baseline. Learn how to run it, read the four risk lists and fix findings with…
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Object-Level Security in Salesforce: Control Create, Read, Edit and Delete
Object-level security decides who can read, create, edit and delete each object. Learn the object permissions, how to set them and how to check…