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Salesforce Security Part 2 – System Security
PREFACE: This post is part of the Zero to Hero series. While most Admins struggle with the concepts of record access in Salesforce, many companies, and Admins grossly overlook Salesforce org security settings. Perhaps Admins don’t realize that there are some security features, and settings that can be enabled, or the business decides that some…
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Salesforce Security Part 1 – Record Access
PREFACE: This post is part of the Zero to Hero series. One of the largest and most important topics of Salesforce tends to also be one of the more confusing and daunting topics – Salesforce Security. There are multiple elements to Salesforce security from user setup and record access to login access and org policies. Each of…
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Creating Your First Approval Process
PREFACE: This post is part of the Zero to Hero series. Automation is where Salesforce shines. The ability for fields to update, automatically send an email, and tasks assigned based on specific logic. While workflows are used in many organizations, Approval Processes don’t get used quite as much. Perhaps they seem too formal, or too…
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Oh Snap! An Intro to Validation Rules
PREFACE: This post is part of the Zero to Hero series. Validation rules are kind of like the bumpers that go up along the gutter at the bowling alley. They guide the user down the right path by ensuring that appropriate fields are filled in at the right time and with the correct information. They…
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Creating Your First Workflow Rule
PREFACE: This post is part of the Zero to Hero series. Salesforce is a great application, but companies don’t buy Salesforce just because it looks nice. They buy it because it can make information transparent, and greatly increase the efficiency of employees. This is done through general process improvement and automation! Salesforce has a powerful…
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A Primer on Salesforce Fields and Relationships
PREFACE: This post is part of the Zero to Hero series. The configuration possibilities in Salesforce are endless thanks to custom objects and custom fields. But sometimes, the options can be overwhelming – especially when it comes to creating relationships between objects. Custom fields are not as scary as they may seem. Today we look…
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Creating Custom Objects in Salesforce
PREFACE: This post is part of the Zero to Hero series. Salesforce terminology can sometimes be confusing (or seem confusing at the very least). This is especially true when you’re new to the platform. Today’ we are going to focus our efforts on understanding objects in Salesforce; specifically custom objects. At the same time, we…
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Hands-On With Page Layouts and Record Types
PREFACE: This post is part of the Zero to Hero series. Making your way through Salesforce workbooks and tutorials are nice but I personally had a hard time relating to the exercise because it wasn’t my company and what I was building was not something that I could use in my everyday life. That is…
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Navigating the Salesforce User Interface
PREFACE: This post is part of the Zero to Hero series. Our last two Zero to Hero posts have focused on the basics of the Salesforce architecture. Now that you have gotten through that dry and boring stuff, we’re going to start the next Chapter of the series by looking at the User Interface. Before…
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Force.com Platform Basics
PREFACE: This post is part of the Zero to Hero series. In the last post, we looked at how Salesforce is structured as a database. This was an important concept to understand because without a good knowledge of the relational database concepts building solutions and even generating reports becomes difficult. Today we are going to…
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