If you want to become a Salesforce consultant, check out our list of Salesforce tutorials. These tutorials are for beginners as well as for experiences professionals. All our Salesforce tutorials are also verified by Salesforce certified consultants. Do not hesitate to contact us if you still have questions for us.
While working as a Salesforce Admin, I faced an issue where different users were seeing different record pages for the campaign object. Some users are seeing the new record page I created, but others are still seeing the old page layout. This created confusion because everyone should get the same page design. To understand why … Read more >>>
A sales team is working on an opportunity to close a deal. But important customer details, such as Account Type, Industry, Phone, and Billing Address, are stored on the Account record. Every time, the user has to open the Account in a new tab to check this information. To solve this, I display Account fields … Read more >>>
While working as a Salesforce admin, I received a requirement from our client. They have two profiles: sales executives and sales managers, and both use the same Salesforce object. Sales executives need to see and fill only the basic fields, but sales managers need additional fields such as discount, approval status, and internal notes. Instead … Read more >>>
In Salesforce, we set the Organization-Wide Defaults (OWD) to Private to control record-level security. This means users can see only the records and files they own or that are shared with them. By default, other users do not have access. Sometimes, there is a business requirement to grant access to a specific record or file to users … Read more >>>
Salesforce provides the Standard Fiscal Year feature, which runs from January to December. Suppose the company wants to customize its Fiscal Year because its financial cycle does not follow the standard January-to-December calendar. In that case, Salesforce provides the option to use a Custom Fiscal Year. While working as a system admin for a Salesforce consulting company, … Read more >>>
While working as a Salesforce Admin, the sales manager wants the sales team to stay updated on important Account and Opportunity changes without having to open each record individually. To solve this, I create Chatter Streams that automatically show updates when an Opportunity stage changes, a comment is added on an Account, or a sales … Read more >>>
While working as a Salesforce Admin, the client asked me to restrict access to Salesforce for security reasons. The client wanted users to log in only from the company office network and block access from home or public Wi-Fi. To meet this requirement, I whitelisted the office IP addresses in Salesforce using trusted IP ranges. … Read more >>>
While working as a Salesforce Admin, most of my daily work is related to records, fields, and page layouts. Many times, I need to check the API name of a field or understand why a field is not visible or editable to a user. Usually, I have to go to setup, then open the object … Read more >>>
I was working in Salesforce Service Cloud, and customers were sending many cases about problems with different products. The support team wanted to see which case belonged to which product in one report. However, Salesforce did not provide a standard report that shows Cases along with their associated Products in a single view. To solve … Read more >>>
I was working as a Salesforce admin, and a Salesforce user forgot their login password and could not access their account. I received a request to reset the password. I need to find the user’s record and click “Reset Password“. The user then gets an email with a link to set a new password and can … Read more >>>
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