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Cert Exam Prep
Study guides, practice questions and study plans for Salesforce certification exams.
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What Is Data 360? Salesforce’s Data Engine, Explained
Data 360 (formerly Data Cloud) explained: data streams, DLOs, DMOs, identity resolution, unified profiles, zero copy and how Agentforce uses it.
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Salesforce Joined Reports: Blocks, Cross-Block Formulas and Limits
How Salesforce joined reports work: up to five blocks, grouping on common fields, cross-block formulas, the limits and common mistakes.
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External Objects and Salesforce Connect: Show Outside Data Without Copying It
External objects and Salesforce Connect show outside data in Salesforce without copying it: adapters, setup steps, SOQL and the limits to know.
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Salesforce Deployment Process: From Sandbox to Production, Step by Step
The Salesforce deployment process step by step: build in a sandbox, validate, then deploy with change sets or the Salesforce CLI and 75% Apex…
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How to Set Up Products and Price Books in Salesforce
Hey everyone, To set up products and price books in Salesforce, create each product, give it an active standard price in the Standard Price…
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Shield Platform Encryption vs Classic Encryption: Which One You Need
Hey friends, Classic Encryption is free and encrypts only a special encrypted text custom field of up to 175 characters with 128-bit AES, masking…
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Salesforce Transaction Security Policies: What They Do and How to Create One
Hey friends, Salesforce transaction security policies watch user activity in real time and act on it: when an event (like a report export or…
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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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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…