Salesforce Opportunity Teams and Opportunity Splits: How They Work and How to Set Them Up
How Salesforce opportunity teams and splits work, how to enable team selling and split credit, with real setup screens and a tested 70/30 deal.
How to Create an Opportunity Stage Duration Report in Salesforce (and See Stage Movement)
Build an opportunity stage duration report in Salesforce, learn why Stage Duration can equal Age, and track stage movement with Opportunity History.
Salesforce Currency Field: How to Create It and What It Really Stores
Create a Salesforce currency field step by step, set Length and Decimal Places correctly, and see what Apex tests showed about extra decimals.
Salesforce ISBLANK Function: Syntax, ISNULL Differences and Examples
Salesforce ISBLANK syntax, tested ISBLANK vs ISNULL results on text and number fields, plus validation rule, picklist and Apex examples.
How to Find Duplicate Records in Salesforce: Accounts, Contacts, Reports and Apex
Find duplicate records in Salesforce with duplicate rules, a report grouped by phone, SOQL and FindDuplicates Apex, then review them safely before merging.
Configure External Routing in Salesforce Omni-Channel (Built and Tested)
Set up external routing in Salesforce Omni-Channel: routing configuration, queue, presence status and Change Data Capture, then push a case with AgentWork.
Case SLA Breach Report in Salesforce: Violated Milestones vs Milestone Status vs Case Age
Build a case SLA breach report in Salesforce three ways: violated milestones, Milestone Status on cases, or case age, with the gotchas that hide breaches.
Salesforce Approval Process: How It Works, How to Create One, and How to Submit Records
How a Salesforce approval process works: entry criteria, steps, approvers, record locks and actions, plus submitting by button, Flow or Apex.
Salesforce Inbox vs Einstein Activity Capture: Which One Your Reps Need (Winter ’27)
Salesforce Inbox vs Einstein Activity Capture: what each does, licenses, data storage, retention, Winter ’27 status and which one to pick.
How to Merge Cases in Salesforce: 8 Rules From a Real Merge
Merge duplicate cases in Salesforce Lightning: turn on Case Merge, keep duplicates with a Merged status, pick the principal case and check the result.