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
Category: Administrators
How to Pass Salesforce Marketing Associate Certification Exam
As a newly minted Salesforce Certified Marketing Associate, I am sharing my study experiences with you and want you to be the next one to ace it! So, get ready and dive in! 👉 As you are here, you may want to check out the How to Pass Salesforce Certified
Salesforce Object Key Prefix List
Big Idea or Enduring Question: How to find the Object Key Prefix for a specific object as well as for every standard object available in an org? Objectives: After reading this blog, you’ll be able to: Understand what the Salesforce Object Key Prefix is. Have a script to find the
Automatically Remove Unqualified Leads from Sales Engagement Cadence
Big Idea or Enduring Question: How do you automatically remove leads from a Sales Engagement Cadence when reps change their status to Unqualified? Objectives: After reading this blog, you’ll be able to: Work with the ActionCadenceTracker object to find out about a Cadence. Remove a target from a Sales Engagement
The Shield of Security: Preventing Data Downloads with Data Classification
Big Idea or Enduring Question: How can you prevent the downloading of critical data through reports? Objectives: After reading this blog, you’ll be able to: Understand Data Classification Set up Data Classification for Fields Understand Transaction Security Create a Transaction Security Policy Implement Enhanced Apex Transaction Security And much more
Never Miss a Beat: Notifications for Prospect Removal in Sales Engagement Cadence
Big Idea or Enduring Question: How do you notify the lead owner when someone removes a lead from the Sales Engagement Cadence? Objectives: After reading this blog, you’ll be able to: Understand the Change Data Capture Understand ActionCadenceTracker object Subscribe to Change Events Using an Apex Trigger Call an Autolaunched
Salesforce Winter’24 Release Quick Summary
Currently, the Winter’24 release is available under the pre-release program. On the 25th of August 2023, Sandboxes will be upgraded, and as a result, your organization will get the look and feel of the Winter’24 release. In this release, you will find lots of new features, as well as new enhancements
Change Ownership of Lightning Dashboards
Big Idea or Enduring Question: How can the ownership of Lightning Dashboards be transferred in Salesforce? Objectives: After reading this blog, you’ll be able to: Transfer the ownership of lightning dashboards and much more Business Use case Isabella Stewart, a Salesforce Administrator at Gurukul On Cloud (GoC), was approached by