As admins, we test things in Sandboxes (at least, we should be if we’re being good). Sometimes, we do need to test creating records as users, but often times, we need some data to already exist. Here’s how an admin can utilize some copy and pasting magic to create test records
Category Archives: Admin Tricks
Salesforce 101: Roles vs. Profiles
The question asked by everyone new to Salesforce: What is the difference between a role and a profile? Put simply: Roles determine what data you can see. Profiles dictate what you can do with it. This is an ever-changing concept as Salesforce works towards ultimately eliminating Profiles and replacing them with Permission Sets. Reminder: PermissionContinue reading “Salesforce 101: Roles vs. Profiles”
SOQL Queries Every Admin Should Know
I don’t know about you, but when I need a Record Type Id, I’m not the biggest fan of trying to find it in the URL of the Record Type page. Fear not, admins. There is an easier way than going to User, Profile, or Record Type pages to grab an idea. It’s called aContinue reading “SOQL Queries Every Admin Should Know”
Keep Your Data Clean: Quick Process Builder Wins
My life as an admin has included not only being in charge of how Salesforce is configured, but also maintaining data – whether that’s moving accounts when territory changes are made (without territory management, I might add), uploading lists from trade shows, or making sure information is coming in correctly from integrated services. Process Builder has been around a few years now, but if you haven’t jumped aboard yet, here are some quick processes you can build to save yourself some data maintenance work.
SaaSy Sisters 