Roll-Up Summary fields are an incredibly useful tool in Salesforce. They allow you to create Sums, Counts, and more for objects that share a Master-Detail relationship. However, there are many object relationships that are defined by Lookup fields. A Lookup relationship is more flexible than a Master-Detail relationship, but does not inherit some of the built-in […]
As a Salesforce Admin, you play an important role in helping your users honor your customers’ wishes for privacy. You know how important regulations, such as the General Data and Protection Regulation (GDPR), are to you and your company. But how do you handle the growing tensions between your customers’ expectations for personalized sales, service, […]
Did you know that you can use Lightning App Builder filters to customize which components are displayed on your record pages? You can even use field values from related records including parent records, running user, and permissions! Check out how you can use advanced filters and Standard Components in the App Builder to customize your […]
Flow Builder is an incredible declarative automation tool that is now available in the Spring ’19 release. There’s so much exciting innovation happening around this product, as well as valuable resources to learn from that I want to share with our community so that anyone can harness the power of this tool. So, whether you’re […]
Welcome to Salesforce! So your company is using Salesforce and you have been identified as the Salesforce Admin. Hopefully, you are ready to dive into the vast Salesforce Ecosystem. But, maybe you don’t know where to start, or what’s available to you. No problem— we on the Admin Relations team are here to help you! […]
You’ve likely seen or at least heard about Marie Kondo’s approach to cleaning out the clutter in your home and life. On her Netflix show “Tidying Up with Marie Kondo” she spends her time going through people’s homes, identifying the items that “spark joy,” and finding appropriate ways to get rid of the rest. So, […]
Did you know that you can use Flow Builder to build no-code Lightning components like an Image component? Check out how you can use Flow screens to make your own no-code components with just a few clicks! Resources ? Listen to this podcast with Product Manager Shannon Hale Review Help & Training Flow Screen Components […]
It’s 2019, and businesses must move lightning-fast in order to sell, market, and service their customers. #AwesomeAdmins know first-hand that tools like Lightning Report Builder have made this incredible pace much easier to keep up with. These tools enable you to analyze your business in new ways without adding extra clicks, allowing you to be […]
So there you are, sitting at your desk catching up on the Salesforce Admins Blog, when one of your organization’s executives walks up and asks “Can you build me a dashboard?” What do you do? A common response is “Absolutely! What do you want on your dashboard?” There are only two answers to this question: […]
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