Big Idea or Enduring Question: How do you configure Google Analytics™ for Experience Cloud Sites to track user IDs, user types, and search activity? Objectives: After reading this blog, you’ll be able to: Understand Google Analytics™ and why it’s useful. Set up Google Analytics™ Property to collect visitor data. Add
Category: Administrators
Step-by-Step Guide to Configuring Custom Domains for Experience Cloud Sites
Big Idea or Enduring Question: How can you configure a custom domain for an Experience Cloud site? Objectives: After reading this blog, you’ll be able to: Understand different methods for verifying and provisioning a custom domain Understand CA-Signed Certificates and their role in domain security Learn about Salesforce CDN and
Use Selective Sandbox Access to Limit Access to a Sandbox
Big Idea or Enduring Question: How do I automatically grant sandbox access to a group of people upon creation or refresh? Objectives: After reading this blog, you’ll be able to: Understand how to streamline sandbox access management. Automate the process of granting sandbox access to a group of users after
How to Mass Merge Duplicate Accounts, Contacts and Leads in Salesforce on Autopilot
Introduction: Why Clean Data Matters in Salesforce In Salesforce, having accurate, up-to-date data is essential for getting the most out of your CRM. Imagine a sales team managing multiple customer accounts. If they constantly encounter duplicate records for the same client, it not only slows down their work but can
Dynamic Highlights Panel: Conditional Field Visibility for Enhanced Focus
Big Idea or Enduring Question: How can you dynamically display or hide fields in the Highlights Panel based on specific criteria? Objectives: After reading this blog, you’ll be able to: Understand the Highlights Panel and its functionality. Explore the newly introduced Dynamic Highlights Panel. Set up and configure the Dynamic
Salesforce for Outlook Retirement: What You Need to Know and How to Evaluate Alternatives
If your company uses Salesforce for Outlook, change is on its way. Salesforce for Outlook is an integration tool developed by Salesforce to synchronize emails, contacts, tasks, and events between Salesforce and Microsoft Outlook. This tool allows users to view Salesforce data directly within Outlook and vice versa, facilitating easier
Automatically Refresh Your Salesforce Dashboard Every Hour or Minute
Big Idea or Enduring Question: How can you leverage Salesforce Reports and Dashboards REST API to automatically refresh a dashboard every hour or every minute in Salesforce using Salesforce Flow? Objectives: After reading this blog, you’ll be able to: Create a Connected App and Auth Provider. Create Named Credentials for