Salesforce Tutorial
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Admin
How Salesforce Will Secure Your Org Against Hackers
Security and convenience are almost always inversely correlated. Making something more secure inherently makes it harder to access, which creates real friction for everyday users. This tension is nothing new. Hackers have always sought unauthorized access to systems, but historically, the barriers were high: computers were expensive and internet access was scarce. This is no longer true. This battle front…
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Admin
The Salesforce DKIM Sandbox Problem, and How to Fix It
We have all heard of data breach incidents that involve the Salesforce platform. Phishing (or Vishing) is a big problem that tricks admins and developers with elevated access to give up their credentials. In the wake of these incidents, Salesforce was forced to tighten the platform. One of these areas is the emails that are sent via the platform. If…
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Admin
See Everything at Once: A Guide to Joined Reports
Some business questions don't fit neatly into a single report. You might want to know which high-priority accounts also have open support cases. Or you might need a side-by-side view of your pipeline broken out by stage, owner, and close date, all at once. Standard summary or tabular reports can only take you so far. That's where joined reports come…
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Flow
Beyond the URL Button: The Salesforce Request Approval Lightning Component
The Request Approval component takes the Autolaunched Flow Approval Process and makes it more dynamic and user-centric. By moving away from static URL buttons and embracing this native Lightning component, administrators can empower their users to select appropriate approvers and provide vital context through comments. All while leveraging the free, robust automation engine of Salesforce Flow Orchestrator. Whether you are…
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