Salesforce Tutorial
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Admin
SOQL Basics for Salesforce Admins
If you have spent any amount of time in the Salesforce ecosystem as an admin, you know this exact routine: A stakeholder asks for a dataset. You build a custom report type, drag and drop fields, apply filters, and hit Export. Then, because Salesforce reports cannot easily pull data across non-related branches or cross-reference two unconnected objects, you open Excel…
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Artificial Intelligence
Agentforce Agent Flow Action Best Practices
This session offered a grounded look at where Agentforce actually stands today, beyond the marketing pitch. Flow actions and Apex actions remain essential. That is not because AI cannot handle simple tasks. Salesforce intentionally requires developers to make deliberate choices about data access and security. The new Agentforce Studio is more usable than its predecessor. It still carries real bugs…
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Artificial Intelligence
Headless 360: Developer Lessons From a Weekend of Building
If you're curious about Headless 360, build something you already understand. I used a familiar exercise from a course I teach. I'm very familiar with what good looks like, so I could evaluate every output easily. Understand the outcome first. Then let the agent find the path. Getting there took a full Saturday morning just on setup, then a mix…
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Admin
Setup with Agentforce: What Admins Can Actually Do Right Now
Start small if you're rolling this out to a team. Try a data model or flow request first, since those produce clear, visible results fast. Once permissions are assigned correctly, day-to-day access questions and org health checks become second nature within a few conversations. The time savings compound the more you lean on the agent for routine lookups instead of…
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Admin
Field Audits: Yearly Housecleaning for Your Salesforce Org
Set a real target, not a vague one. Field profiling with a genuine goal of zero percent unnecessary fill rate forces a decision on every field you've been avoiding. Either it earns its place through real usage, or it goes. Nothing in an org stays neutral forever. It's either helping or it's hurting. Nobody throws a party for cleaning up…
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Admin
AI Data Masking and Sensitivity Mapping in Salesforce
AI features move fast, but the governance behind them doesn't have to lag. Most of the controls covered here already exist inside Salesforce. They just need to be checked on purpose instead of assumed. Bring the Einstein Trust Layer and prompt template permissions into your regular security cadence. That closes a gap that's easy to overlook and costly to ignore.…
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Admin
Why Salesforce Profiles Are Putting Orgs at Risk
Salesforce admins have relied on Profiles for decades. They feel familiar. They feel safe. According to Andrew Day, Fractional CISO and founder of 22 Nexus, that familiarity is exactly the problem. At Texas Dreamin’ 2026, Day delivered a session that walked attendees through why Profiles have become the biggest obstacle to real security in Salesforce orgs, and what teams can…
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Admin
Object Relationships in Salesforce
When you’re just starting out learning the basic foundational concepts in Salesforce, it helps to break them down like this: one object, one purpose, and then a set of rules for how objects connect to each other. Object relationships are exactly that connective tissue. They let you link records together so users can see related data without hunting for it…
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Admin
Agentforce Coworker Applied: Enterprise Intelligence at Your Fingertips
For years, enterprise productivity has suffered from a subtle tax: context switching. Sales executives, account managers, and customer success teams spend a fraction of their week actually talking to customers. The rest of their time is spent hunting through tab after tab, jumping from CRM records to email threads and opening Jira tickets. They also pull reports from Tableau, cross-reference…
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Flow
Is Hardcoding Ids a Good Idea in Salesforce Flows?
Every Salesforce admin and developer has been tempted by the quick fix. You are building a Flow, and you need it to route an automated email to a specific queue, assign a task to a generic system user, or refer to a specific Record Type. You open the record in your browser, copy the 15- or 18-character string from the…
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