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By: Tag: Setup + Customization

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Screenshot of lightning setup page

Take a Tour of Setup Home in Lightning Experience

Editor’s Note: This is one of our most popular posts, so we’ve updated it with the latest information and resources. You’ve probably been on a tour before at a museum, historical site, or even your best friend’s new home. Didn’t you learn a lot more than by stumbling through on your own? Well, consider this […]

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Why DevOps Center Is Awesome for Salesforce Admins

Editor’s note – This blog has been updated from the original publication in June 2020 to reflect that DevOps Center is now Generally Available, as of December 9, 2022. Salesforce Admins have been waiting patiently for the past few years for updated tooling to manage changes and deployments in Salesforce. We’re happy to share that the wait […]

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Develop Better Together With Jessica Murphy

Today on the Salesforce Admins Podcast, we’re bringing you our third and final developer story. We hear all the time from admins thinking about going into the developer career path, or even just adding developer tools to your kit. This week, we’ve got Jessica Murphy, VP of Nonprofit Consulting at ITequality, to share her career […]

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5 Ways to Increase Productivity with List Views

When was the last time you looked at a list view on any object? Probably today – and probably multiple times a day every day! A list view is simply a list of records meeting specific criteria, and customizing list views is a simple thing for you as a System Administrator to do that will […]

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Deal with Duplicates: Two Tactics to Use Today

You have the lead Sam Thacker at Roadrunner Supply with a phone number but no email. Then you notice a contact named Sam Thacker with an email but no phone number. And then there’s another lead named Sam Thacker at Acme Supply with the same phone number as Sam Thacker at Roadrunner Supply. Duplicates. You […]

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Analyzing Your Org with Salesforce Optimizer – Webinar Recap

Our recent admin webinar: Take Control of Your Org with Salesforce Optimizer covered the new maintenance, productivity, and adoption app called Salesforce Optimizer! Here’s the webinar recording: Webinar Summary What is Salesforce Optimizer? Salesforce Optimizer is THE maintenance, productivity, and adoption app for Salesforce Admins! For admins who are nearing the limits of their edition, […]

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5 Ways to Improve Your Help Docs

You know you need to beef up your help and documentation. Your users keep asking you to do it. The managers keep hounding you to do it. And your tech support people are desperate for you to do it. But where do you start? I spent some time in tech support when my career began […]

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Introduction to Flow Webinar Summary & Video

Just a little while back, we did a webinar with flow experts Brian Kwong and Mark Ross, Introduction to Flow. We introduced you to Flow and showed you a live demo of a real life use case which you can follow along and replicate in your own org.  Watch full Webinar here:  Summary What is […]

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Using Developer Edition Orgs to Blaze New Trails

I want you to remember back in the day when you were in school. How many notebooks did you have? Personally, I had one for each subject. Some had pages and pages of notes in them. From bulleted lists to doodles, to missing pages- each had its own unique purpose. They helped me sketch out ideas. […]

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