We recommend including the following resources in planning and implementing your Sales Processes and Path.

If you are going to do any data work outside of Salesforce using the IDs, you should use the 18-digit ID instead of the 15-digit ID.

This is important to know because the Salesforce record ID is often used as a primary key when working with data.

XL Connector integrates with Microsoft Excel which is a huge time saver and one of the reasons we love this tool. After you create the repor

Salesforce HTML email templates are great for composing quick, well formatted, professional-looking emails to clients. You can also easil...

Similar to an Excel formula, you can use a formula field to calculate numerical data automatically based on criteria you set. For example

Dependent picklist fields (or field dependencies) allow you to control one field’s set of values using another field. They’re great if you

A Data Management Plan is a formal living document that outlines processes and procedures related to the data in Salesforce.

There are a variety of useful apps on the App Launcher but as we’ve pointed out, probably not all teams, profiles or users need access to al

We want to keep all the components that are present in the layout except the Quarterly Performance component. So, we are going to remove the

Well, there’s a way to make sure the text in your formulas is readable and neat. Salesforce allows the use of simple formula operators that

In our last article titled How to Implement My Domain, we went over how to set up My Domain for your company’s Salesforce org for a more per

We highly recommend configuring My Domain in a recently refreshed sandbox, testing all of the components and then configuring your producti

Promoting your picklist to a global picklist creates administration efficiency and reduces field management time. In our last post we explai

Picklists are fields and global picklists are value sets. While picklist fields are created on individual objects, global picklists are crea

Welcome to the Your Admin Team Blog, the blog for Your Admin Team LLC, a Salesforce consulting firm that’s passionate about helping small...