Salesforce Geek’s Post

🚀 Hey Salesforce Community! 🌟 🧐 Curious about Custom Objects in Salesforce? Let's break it down together! 🛠️ 🤔 What are Custom Objects? Custom Objects are like the superheroes of Salesforce - they're unique data tables that you create to store information specific to your organization's needs. Think of them as customizable containers where you can store all sorts of data, from customer feedback to project details! 📍 Where do we use them? Anywhere and everywhere you need to store specialized data! Whether it's tracking inventory, managing memberships, or organizing event registrations, Custom Objects come to the rescue. They're perfect for tailoring Salesforce to fit your exact business processes. 💡 Why do we use them? Because one size doesn't fit all! 🙅♂️ Custom Objects empower you to mold Salesforce into the perfect tool for your organization. Say goodbye to generic solutions and hello to personalized efficiency! By creating Custom Objects, you ensure that your Salesforce instance works seamlessly with your unique workflows and requirements. 🔨 How do we use them? Creating a Custom Object is as easy as pie! Just hop into Setup, navigate to Object Manager, and hit that "New Custom Object" button. From there, you can define its fields, relationships, and even build custom processes and automation around it. With a few clicks, you'll have your very own data powerhouse ready to go! 🌈 In Conclusion... Custom Objects are the secret sauce that makes Salesforce truly shine. They give you the flexibility to tailor Salesforce to fit your organization like a glove, unlocking endless possibilities for innovation and efficiency. So don't be afraid to get creative and start building those Custom Objects today! 💪💼 I'm super excited to explore more about Salesforce and how it can revolutionize the way. #Salesforce #SalesforceDeveloper

Did you know that more than 1/3 of custom objects built in Salesforce are never used again after the first month? Tomorrow, we’ll be diving into the findings of the upcoming report in our Change Intelligence Research Series, in Only 50% of What You Build in Salesforce Gets Used – Let's Change That; a LinkedIn Live, tomorrow 9 AM PDT / 5 PM BST. Hosted by Xavery Lisinski, VP of Product, alongside industry experts Jodi Hrbek and Vanessa Grant, we will be uncovering the staggering levels of hidden waste, the importance of precise business analysis, and strategies to maximize the adoption of your solutions. Redefine how you approach Salesforce development and customization. Join us live and get a sneak peek of the upcoming report in our Research Series. Register https://hubs.ly/Q02s6Cr-0 #ChangeIntelligence #Salesforce #BusinessAnalysis #SalesforceConsulting #SalesforceBen #SalesforceAdmin #SalesforceDeveloper

Check out my salesforce flow Blog posts. 😍 Viewonreview

🚀 Exciting Salesforce Flow Resources Alert! 🚀 Hey #SalesforceOhana, Check out these amazing Salesforce Flow blog Posts: 1. How to retrieve record Type Id in flow - https://lnkd.in/gRVSfsA8 2. How to send email using flow in Salesforce - https://lnkd.in/gKXZm9vk 3. How to create a Data Table in Salesforce Flow: Complete Guide. - https://lnkd.in/g9-Eh2kg 4. How to Assign records to Queue using Salesforce Flow? - https://lnkd.in/gKQY-W-p 5. How to update child records using salesforce flow - https://lnkd.in/gC3q9qj5 6. How to Invoke a Flow from a Lightning Web Component - https://lnkd.in/gXbtAMKs 7. HTTP Callout in Salesforce Flow Without Code [GET & POST] - https://lnkd.in/gN92b-pC 8. Schedule Triggered Flow in Salesforce - https://lnkd.in/gC5reCZS 9. How to call flow from Quick Action in Salesforce - https://lnkd.in/guCvUExq 10. How to use screen flow in Salesforce - https://lnkd.in/g6pHSEMH 11. How to send Custom Bell Notification using Flow - https://lnkd.in/gW9ZqV_n 12. How to navigate record detail page in flow - https://lnkd.in/gh-jVazc Comment down your favorite topic that is most used by you in flow. Mithun Naik #salesforceflow #salesforceadmin

How does your org compare? Building things right is only 33% of the delivery task, learn how to build the right thing, and then enable your users to use it too.

📚 𝗗𝗮𝘆 𝟰𝟰: 𝗠𝗮𝘀𝘁𝗲𝗿𝗶𝗻𝗴 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗨𝘀𝗲𝗿 𝗕𝗮𝘀𝗶𝗰𝘀! 📚 Hey Salesforce Enthusiasts! 👋 On Day 44 of our #100DaysofSalesforce Challenge, let's explore essential concepts that form the backbone of Salesforce for every user: 𝟭. 𝗨𝘀𝗲𝗿 𝗜𝗻𝘁𝗲𝗿𝗳𝗮𝗰𝗲: Get acquainted with the Salesforce user interface (UI). Learn to navigate through tabs, objects, and records, and customize your workspace to match your workflow. 𝟮. 𝗥𝗲𝗰𝗼𝗿𝗱𝘀 𝗮𝗻𝗱 𝗙𝗶𝗲𝗹𝗱𝘀: Understand how data is organized in Salesforce. Records are stored in objects, and each object contains fields to capture specific information. Learn to create, view, edit, and delete records, and customize fields as needed. 𝟯. 𝗦𝗲𝗮𝗿𝗰𝗵 𝗮𝗻𝗱 𝗙𝗶𝗹𝘁𝗲𝗿𝘀: Utilize Salesforce's robust search capabilities to find records, files, and information quickly. Apply filters and criteria to refine your searches and locate specific data within large datasets. 𝟰. 𝗟𝗶𝘀𝘁𝘀 𝗮𝗻𝗱 𝗩𝗶𝗲𝘄𝘀: Customize list views to display records based on predefined criteria. Sort, filter, and group records to organize data effectively. Save your favourite views for quick access to frequently used information. 𝟱. 𝗥𝗲𝗽𝗼𝗿𝘁𝘀 𝗮𝗻𝗱 𝗗𝗮𝘀𝗵𝗯𝗼𝗮𝗿𝗱𝘀: Leverage Salesforce's reporting tools to analyze data and gain insights into your business. Create custom reports to visualize data trends, track performance metrics, and make informed decisions. Build interactive dashboards to monitor key metrics and KPIs in real-time. 🅒🅗🅐🅛🅛🅔🅝🅖🅔 🅕🅞🅡 🅨🅞🅤: 🌟 Take a deep dive into these Salesforce user basics today! Practice navigating Salesforce, creating records, running reports, and exploring dashboards. Share your progress and discoveries with the community! 💬💻 Excited to see you mastering the essentials of Salesforce! Stay tuned for more Salesforce insights. 🚀✨ #Salesforce #UserBasics #Day44 #LearningJourney #SalesforceChallenge

🚀Unlock the Power of Salesforce's Related Lists! 🚀 Ever wondered why Salesforce's related lists are so crucial? Dive into this insightful blog post on Salesforce Ben to understand their importance and how they can enhance your data management and user experience. 🔗 [Read the full article](https://lnkd.in/dJY3EVHf) Key Takeaways: - Discover the pivotal role related lists play in Salesforce. - Learn how to leverage them for better data visibility and efficiency. - Implement best practices to maximize their potential. #Salesforce #RelatedLists #DataManagement #SalesforceAdmins #SalesforceArchitects #BestPractices

🔍 Day 6: Diving Deeper into Salesforce Reports and Dashboards! 📊 Hey LinkedIn community! 🌟 Today marks Day 6 of my 50-day Salesforce Admin challenge, and it's been an enlightening journey so far. Today's focus was all about mastering the creation of reports and dashboards in Salesforce – essential tools for any organization looking to harness the power of data-driven insights. Here's a snapshot of what I covered today: 📑 Reports: Learned to create custom reports from scratch using the Report Builder. Explored different report formats and types to suit various business needs. Implemented filters and groupings to extract meaningful data. Discovered the power of summary and matrix reports to visualize complex datasets. 📊 Dashboards: Designed interactive dashboards to provide at-a-glance insights for key stakeholders. Incorporated a variety of components like charts, gauges, and tables. Configured dynamic dashboards to display data tailored to each user's perspective. Learned best practices for dashboard design to enhance usability and effectiveness. These skills are crucial for translating raw data into actionable insights, helping organizations make informed decisions. I'm thrilled to continue this journey and unlock more of Salesforce's capabilities. Stay tuned for more updates as I progress through this challenge. If you have any tips or resources on Salesforce reports and dashboards, I'd love to hear them! #Salesforce #AdminChallenge #DataDriven #Reports #Dashboards #LearningJourney #SalesforceAdmin#SalesforeDeveloper

🌟 𝗚𝗲𝘁𝘁𝗶𝗻𝗴 𝘁𝗵𝗲 𝗠𝗼𝘀𝘁 𝗢𝘂𝘁 𝗼𝗳 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲: 𝗨𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱𝗶𝗻𝗴 𝗙𝗶𝗲𝗹𝗱𝘀 𝗮𝗻𝗱 𝗥𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽𝘀 🌟 Hey Salesforce community! As we dive deeper into Salesforce, it’s essential to get a solid grip on how fields and relationships work. These elements are key to making sure our data is organized and meaningful. 📊🔗 𝗙𝗶𝗲𝗹𝗱𝘀 are the building blocks where we store our data. From simple text fields to complex formulas, custom fields help us tailor Salesforce to fit our specific needs. 📝✨ 𝗥𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽𝘀 are what link our data together. Whether you're using Lookup or Master-Detail relationships, understanding these connections helps maintain data accuracy and improves how users interact with the system. 🌐🔄 🔍 𝗛𝗲𝗿𝗲’𝘀 𝗪𝗵𝗮𝘁 𝘁𝗼 𝗙𝗼𝗰𝘂𝘀 𝗢𝗻: 𝟭. 𝗙𝗶𝗲𝗹𝗱 𝗧𝘆𝗽𝗲𝘀: Learn about Standard, Custom, Formula, and Roll-Up Summary fields. 𝟮. 𝗙𝗶𝗲𝗹𝗱-𝗟𝗲𝘃𝗲𝗹 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆: Manage who can view and edit fields. 𝟯. 𝗥𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽 𝗧𝘆𝗽𝗲𝘀: Get to know Lookup, Master-Detail, and Junction Objects. 𝟰. 𝗗𝗮𝘁𝗮 𝗜𝗻𝘁𝗲𝗴𝗿𝗶𝘁𝘆: Keep your data accurate and relevant with proper setup. 𝗤: 𝗪𝗵𝗮𝘁 𝗮𝗿𝗲 𝗙𝗶𝗲𝗹𝗱𝘀 𝗶𝗻 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲? A: Fields are where all your data lives! Whether it's a simple text box or a complex formula, fields help us capture and store the information we need. Think of them as the individual pieces of a puzzle. 🧩 𝗤: 𝗪𝗵𝘆 𝗮𝗿𝗲 𝗥𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽𝘀 𝗜𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁? A: Relationships connect your data, allowing you to create meaningful links between records. Do you need to relate a contact to an account? Or maybe a custom object to a standard one? That’s where Lookup and Master-Detail relationships come in. They ensure your data is organized and interconnected. 🌐🔗 Mastering these basics will help you enhance your Salesforce skills and make your organization’s data work harder for you! 💪🚀 #Salesforce #SalesforceAdmin #SalesforceTips #CRM #DataManagement #SalesforceFields #SalesforceRelationships #SalesforceBestPractices #DataArchitecture #SalesforceCommunity #Day3 #SalesforceDeveloper #100DaysChallenge

🚀 Get ready to revolutionize your screen flows with the new Action Buttons! 🚀 Adam White unveils this game-changing feature in the Summer '24 release, making your screens more dynamic than ever. 🖥️ Dive into the details on the Salesforce Admins Blog by Adam White and follow me for more insights like this! #salesforceadmin #salesforceadmins #awsomeadmin #SalesforceSummer24 Read More 🌟