Admin
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Salesforce Optimizer Is Retired: Meet Org Check
Change is a constant in the Salesforce ecosystem, and administrators are now navigating a major transition: the retirement of a core org management tool. If you currently rely on the Salesforce Optimizer app for your monthly health checks, the time to finalize your transition plan is now. The Optimizer is officially retired, making it essential to adopt a robust, community-driven…
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Profiles and Permissions in Salesforce: The Simple Guide for Admins
Ever built the perfect Flow, only to find your users can’t even see it? That’s not a Flow problem. That’s a permissions problem. If you’re new to Salesforce admin work, user access can feel confusing. Between Profiles, Permission Sets, Roles, and sharing settings, it seems like there are a lot of knobs to turn. But once you understand the logic…
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How to Quickly Build a Salesforce-Native Satisfaction Survey Using SurveyVista
SurveyVista by Ardira is a Salesforce native survey solution that allows you to design, distribute, and analyze surveys directly within your Salesforce org. Unlike external survey tools that require complex integrations or third-party data syncs, SurveyVista keeps everything in-platform. This gives admins and business users a secure, streamlined way to capture feedback without leaving Salesforce. 🚨 Use case: Build a…
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What’s New on Trailhead: Salesforce Flow Modules You Don’t Want to Miss
Trailhead has recently released four brand-new modules that highlight some of the most useful capabilities available for Flow today. If you are looking to integrate external data, build smarter user experiences, handle complex record updates, and extend automation into Agentforce, keep reading. These modules will give you the hands-on knowledge you need to push your Flow skills and hopefully learn…
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Automate Permissions in Salesforce with User Access Policies
As Salesforce orgs grow, managing who gets access to what can become one of the trickiest parts of an admin’s job. Relying only on profiles, permission sets, and manual updates often leads to confusion, security risks, and wasted time. That’s where User Access Policies come in. This feature helps you define rules that automatically grant or revoke access based on…
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