Sandboxes are non-production environments that duplicate a production org's metadata and can be used for app development, testing, training, and user acceptance. There are different types of sandboxes that vary in refresh frequency and amount of production data included. Managing sandboxes strategically is important for efficiently building apps. Change sets allow migrating changes between sandboxes and production. Best practices include always testing in sandboxes first, keeping security settings and data consistent, and communicating with business stakeholders.
We will dive into tools and best practices to help you get ready and create an awesome roll out plan.
Learn how to leverage gesture sensors, Platform Events and IoT explorer to interact with Salesforce data and even navigate the Lightning Experience UI.
Key Takeaways: Learn where automation can ensure data quality for reporting Reduce bad data with formula workflow rules Know when projects can be automated using workflow rules vs needing developer resources Learn to implement common workflow rules
Einstein Object Detection allows you to easily integrate advanced computer vision technology into your Salesforce workflows and external applications. Join us and learn how to train and deploy Einstein Object Detection models so that you can automate inventory analysis, streamline compliance checks, and optimize share of shelf analysis to bring new levels of productivity to the user experience. The use-cases are limitless!
This webinar is designed for new Admins looking for key getting-started tips. Join our webinar live or watch the recording here to start your Admin career on the right foot by developing these essential habits!
This presentation provides an overview of how JLL migrated their Salesforce org to Lightning in 60 days using a fast-track approach. Key aspects included admins getting comfortable with Lightning first, engaging key user personas through focus groups to provide feedback, and going live once configurations and training were complete. JLL defined personas, conducted design sessions to get input, and monitored adoption using a Lightning tracker app. Their users appreciated the improved dashboards and ability to customize the experience through Lightning apps. Continued feedback and feature rollouts helped drive further Lightning adoption.
New admins are encouraged to develop essential habits around learning, connecting, and leading. For learning, admins should continue skill development on Trailhead, stay up-to-date on releases, and explore apps on AppExchange. To connect, admins should observe users, participate in user groups and communities, and meet with stakeholders. For leadership, admins can run Health Check and Optimizer to improve efficiency, host "eat and delete" sessions, and establish a governance process. Taking these action steps around key habits will help admins continuously improve and have impact in their roles.
The Salesforce Optimizer provides concise reports on over 25 metrics related to maintenance, productivity, and adoption in a Salesforce org. It analyzes sharing rules, workflow rules, user management, profiles and permission sets, fields, custom code, custom layouts, validation rules, and more. The reports identify prioritized insights and provide actionable recommendations and best practices to efficiently maintain customizations, reduce business and technical debt, increase admin and user productivity, and drive Salesforce usage. Additional resources are available in the Success Community and documentation to help admins utilize the reports for proactive maintenance, improving user experience, cleanup, and planning a transition to Lightning Experience.
We’re excited to share some new resources to help you become a security-minded Admin! We will show you a sneak peek of our new security homepage on trust.salesforce.com, tips on how to become a Trust Trailblazer with our new security badges and trail.
The document discusses different automation tools in Salesforce: Triggers, Workflows, Validation Rules, Process Builder, and Flows. It provides brief definitions and comparisons of each tool. For example, it states that triggers allow logic to execute before and after record changes while workflows are used to automate actions like field updates or sending emails. The document encourages identifying the specific need or requirement before choosing a tool to avoid redundancy and ensure the best solution is provided. It emphasizes testing and refinement to verify the automated process works as intended.
App Builder empowers Admins of every skill level to build powerful apps for the business. Learn the latest awesome updates to this declarative Lightning tool from VP of Product Management, Eric Jacobson and how #AwesomeAdmin Michael White used it to create a business-changing tool for his company.
The document provides an overview of the Salesforce Developer Console for administrators. It describes key features like debugging and troubleshooting Apex code using logs and checkpoints, editing and navigating source code, testing and validating performance, and executing SOQL and SOSL queries. It also outlines Salesforce's execution order when records are saved and key log event types administrators can examine.