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Salesforce Atlas
United Kingdom
Приєднався 1 сер 2021
Salesforce Atlas is a UA-cam channel dedicated to Salesforce platform configuration. Clicks, not code.
Whether you are a junior Salesforce Trailblazer or a senior Salesforce Guru, all of us spend hours on research and testing because there is just so much going on. In this channel, you will find step-by-step videos of Salesforce functional tasks that you can use alongside your usual resources.
The creator of Salesforce Atlas is a certified Salesforce Administrator and Platform App Builder. She has been daily supporting Salesforce users across various teams, such as Sales, Marketing, Technical Services, Customer Success, Project Managers and Customer Services. She started her Salesforce career as a Salesforce Recruitment Consultant, where she worked with end-user companies and Salesforce Gold and Silver Partners in the US and UK.
If you like what you see and want to say thanks, get me a coffee! I like a good brew.
-Patreon (salesforceatlas)
-Buy Me a Coffee (salesforceatlas)
Whether you are a junior Salesforce Trailblazer or a senior Salesforce Guru, all of us spend hours on research and testing because there is just so much going on. In this channel, you will find step-by-step videos of Salesforce functional tasks that you can use alongside your usual resources.
The creator of Salesforce Atlas is a certified Salesforce Administrator and Platform App Builder. She has been daily supporting Salesforce users across various teams, such as Sales, Marketing, Technical Services, Customer Success, Project Managers and Customer Services. She started her Salesforce career as a Salesforce Recruitment Consultant, where she worked with end-user companies and Salesforce Gold and Silver Partners in the US and UK.
If you like what you see and want to say thanks, get me a coffee! I like a good brew.
-Patreon (salesforceatlas)
-Buy Me a Coffee (salesforceatlas)
Salesforce Administrator Practice Exam with 30 Questions and Answers
In this episode, take 30 practice questions to better prepare for your Salesforce Administrators certification. The questions are not from the original certifications, it would be against Salesforce policies.
Experience the looks of the real exam with the scenario/story like questions and multi-select and multi-choice answers. We will visit some exam outlines like in the real Salesforce exam scoring.
The Salesforce Administrator credential is designed for individuals who have experience with Salesforce and continuously look for ways to assist their companies in getting even more from additional features and capabilities. The exam covers the breadth of applications, the features and functions available to an end user, and the configuration and management options available to an administrator across the Sales, Service, and Collaboration Clouds.
Exam Outline
The Salesforce Administrator exam measures a candidate’s knowledge and skills related to the following objectives:
Configuration and Setup: 20%
Object Manager and Lightning App Builder: 20%
Sales and Marketing Applications: 12%
Service and Support Applications: 11%
Productivity and Collaboration: 7%
Data and Analytics Management: 14%
Workflow/Process Automation: 16%
The full guide on Trailhead: trailhead.salesforce.com/help?article=Salesforce-Certified-Administrator-Exam-Guide
🔔 Subscribe to Salesforce Atlas!
🎵 Music: You by Ikson (soundcloud.com/ikson)
👉 Get all 3 practice tests on Udemy: www.udemy.com/course/salesforce-admin-practice-tests-3-tests-with-explanations/?referralCode=605EA8A5D6D3D6C9D5E9
Experience the looks of the real exam with the scenario/story like questions and multi-select and multi-choice answers. We will visit some exam outlines like in the real Salesforce exam scoring.
The Salesforce Administrator credential is designed for individuals who have experience with Salesforce and continuously look for ways to assist their companies in getting even more from additional features and capabilities. The exam covers the breadth of applications, the features and functions available to an end user, and the configuration and management options available to an administrator across the Sales, Service, and Collaboration Clouds.
Exam Outline
The Salesforce Administrator exam measures a candidate’s knowledge and skills related to the following objectives:
Configuration and Setup: 20%
Object Manager and Lightning App Builder: 20%
Sales and Marketing Applications: 12%
Service and Support Applications: 11%
Productivity and Collaboration: 7%
Data and Analytics Management: 14%
Workflow/Process Automation: 16%
The full guide on Trailhead: trailhead.salesforce.com/help?article=Salesforce-Certified-Administrator-Exam-Guide
🔔 Subscribe to Salesforce Atlas!
🎵 Music: You by Ikson (soundcloud.com/ikson)
👉 Get all 3 practice tests on Udemy: www.udemy.com/course/salesforce-admin-practice-tests-3-tests-with-explanations/?referralCode=605EA8A5D6D3D6C9D5E9
Переглядів: 12 561
Відео
Forms with Screen Flow
Переглядів 4,6 тис.11 місяців тому
In this episode, learn how to create a form with a screen flow. With screen flows you can collect information from or display information to a user who runs the flow. The components tab contains all the standard input components, standard display components, and custom components that are available for the screen. You can configure the frame and show/hide the screen buttons, configure field val...
Scoping Rules in Salesforce
Переглядів 1 тис.Рік тому
In this episode, learn about salesforce scoping rules. They let you control the records that your users see based on criteria that you select. You can set up scoping rules for different users in your Salesforce org so that they can focus on the records that matter to them. Users can switch the set of records they’re seeing as needed. So far, scoping rules are available for custom objects and th...
Restriction Rules in Salesforce
Переглядів 1,1 тис.Рік тому
In this episode, learn about restriction rules. They can improve object security and restrict user access to certain records or hide data that is not relevant to their work. When a restriction rule is applied to a user, the records that the user is granted access to via org-wide defaults, sharing rules, and other sharing mechanisms are filtered by criteria that you specify. Simply, create a res...
Salesforce Integration User For System-to-System Integrations
Переглядів 6 тис.Рік тому
In this episode, learn how to setup a dedicated integration user in salesforce. Having a dedicated integration user gives you more flexibility to manage and configure integrations separately. You can customise permissions, profiles, and access settings specific to integration requirements without affecting regular user accounts. By using a special integration user, you can enforce stricter secu...
What is CRM and Salesforce?
Переглядів 102Рік тому
In this episode, learn about CRM and Salesforce. Customer Relationship Management or CRM is a way for businesses to keep track of all the information they need to make their customers happy and provide them with a great experience. A CRM system allows users to organise customer data and interactions in one central location, making it easy to access and manage. This can save users time and help ...
NOT() Custom Logic in Salesforce Flow
Переглядів 551Рік тому
In this episode, learn to control when a flow takes a specific decision outcome or waits for a specific resume event based on the custom condition logic with NOT() value in it. The logic between the conditions: Custom Condition Logic Is Met - when you select this option, provide the condition logic by entering up to 1000 characters. How to apply the logic? Use: -Numbers to refer to each conditi...
Filter Action Buttons in Salesforce (Dynamic Forms)
Переглядів 922Рік тому
In this episode, learn how to add a filter to buttons in the navigation bar. You can have a button hidden until a person with a certain profile or permission visits the page. Or, you can show a button only when another field is set to a specified value. Dynamic Forms takes the Lightning App Builder to a whole new level. It enables you, the Salesforce admin, to build highly flexible and dynamic ...
Salesforce Recycle Bin (How to restore deleted records in salesforce?)
Переглядів 6 тис.Рік тому
In this episode, learn how to restore deleted records with the Salesforce Recycle Bin. The Salesforce Recycle Bin is a feature that helps protect against accidental deletions of important records. It allows users to recover deleted records that were removed from the system within a certain retention period. Sometimes users may accidentally delete a record or data, or a record may be deleted as ...
Salesforce - Gmail Integration (Why some chrome extensions fail?)
Переглядів 2,7 тис.Рік тому
In this episode, learn how to integrate Salesforce with Gmail. 📧 Make sure that Enhanced Email is enabled for your organisation. Here's how: 1. From Setup, enter Enhanced Email in the Quick Find box, then select Enhanced Email. 2. Click Enable. Or follow this link to Salesforce Help: help.salesforce.com/s/articleView?id=sf.enable_enhanced_email.htm&type=5 Integration steps: 1. From Salesforce S...
Permission Set Groups in Salesforce
Переглядів 908Рік тому
Permission Set Groups in Salesforce are a way to organise and manage related permission sets together. They allow administrators to bundle multiple permission sets into a single, manageable group, making it easier to assign permissions to a group of users with similar roles or responsibilities. With permission set groups, administrators can assign a group of users to a single permission set gro...
What is a Salesforce Administrator? AND What Does a Salesforce Admin Do?
Переглядів 314Рік тому
In this episode, we're going to take a closer look at the role of a Salesforce Administrator and what they do on a daily basis. KEY DUTIES: 1. System Configuration - Salesforce Administrators are responsible for configuring and customising Salesforce to meet the specific needs of their organisation. This includes creating and managing custom objects, fields, and workflows, setting up security p...
Create Formulas in Salesforce Flow
Переглядів 2,7 тис.Рік тому
In this episode, learn about the benefits of using formulas in Flows. As you may know, formulas allow you to perform calculations, comparisons, and other operations on data, and to generate new values based on those operations. Formulas in Salesforce Flow Builder use the same syntax and functions as formulas in other parts of the Salesforce platform, such as validation rules and formula fields....
Update Salesforce Fields from the Report with Inline Editing
Переглядів 717Рік тому
With inline editing, you can update certain types of text, numeric, and checkbox fields without leaving the Salesforce Report Run page! For example, Sales reps can run an opportunity report and review and update the opportunity amounts in one place. First, make sure you have enabled inline editing in reports via report and dashboard user interface settings. Once you have enabled inline editing,...
Display Salesforce Report Charts in the Record pages
Переглядів 1,3 тис.Рік тому
In this episode, learn how to add Salesforce report charts to the record pages. Guide: -Create a report in Salesforce using the data you want to display on the record page. -Add the chart to the page layout: Go to the page layout of the record you want to add the chart to, and click on the "Lightning App Builder" button (gear cog menu). Then, drag and drop the "Report Chart" component onto the ...
Salesforce for Support/Service Users (How to use Salesforce)
Переглядів 1,3 тис.Рік тому
Salesforce for Support/Service Users (How to use Salesforce)
Salesforce for Sales Users (How to use Salesforce?)
Переглядів 463Рік тому
Salesforce for Sales Users (How to use Salesforce?)
Handling Flow Errors in Salesforce (Send Email)
Переглядів 3,1 тис.Рік тому
Handling Flow Errors in Salesforce (Send Email)
Create Cases from Customer Emails in Salesforce
Переглядів 1,2 тис.Рік тому
Create Cases from Customer Emails in Salesforce
Pre-populate Fields & Email Non Users/Shared Mailboxes (Salesforce Flow)
Переглядів 472Рік тому
Pre-populate Fields & Email Non Users/Shared Mailboxes (Salesforce Flow)
Update Cross-Object Records All-in-One Page (Salesforce)
Переглядів 709Рік тому
Update Cross-Object Records All-in-One Page (Salesforce)
Salesforce Shortcuts and Colored Favicons (New Extension)
Переглядів 364Рік тому
Salesforce Shortcuts and Colored Favicons (New Extension)
How to use Salesforce Reports? (Easy Tutorial)
Переглядів 290Рік тому
How to use Salesforce Reports? (Easy Tutorial)
Salesforce Field Visibility (Field-Level Security/Profiles)
Переглядів 4,9 тис.Рік тому
Salesforce Field Visibility (Field-Level Security/Profiles)
Send Emails to the Assigned Profile Users with Flow (Salesforce)
Переглядів 4,9 тис.2 роки тому
Send Emails to the Assigned Profile Users with Flow (Salesforce)
Automate Record Types / Fields (with Salesforce Flow)
Переглядів 7 тис.2 роки тому
Automate Record Types / Fields (with Salesforce Flow)
Feels like I am watching video from 1930s!
Whenever I take the test, I really hope they don't ask any questions about process builder and or workflow rules. Salesforce turned off those functions so you can no longer use those tools because everything has been transferred to flows.
why is the enable field editing button on my salesforce not available
Hi, if you're an admin, see jf its enabled for your org. Follow the link to find out how to do it help.salesforce.com/s/articleView?id=release-notes.rn_rd_reports_inline_editing.htm&release=232&type=5 or watch my video. Also, there are limitations as to where users can use this feature (article above covers it).
FilterBounce is essential for accurate email verification. Stop wasting leads with unreliable tools and switch to FilterBounce for pristine email reputation.
My email reputation has skyrocketed since using FilterBounce. I urge everyone to try it out and see the difference it makes in your email marketing efficiency.
Email verification is incomplete without FilterBounce. I started with their free plan and was blown away by the accuracy of their results.
FilterBounce is API for contact form verification is a game changer. I was surprised by how fantastic their accuracy is compared to other tools. Give it a try!
This video on email sending issues is so helpful! Have you tried FilterBounce for email verification? It is superior in accuracy and affordability compared to other tools.
I switched to FilterBounce and my bounce rate has remained under 1%. It is amazing how accurate their verification is compared to other tools.
do you think this video will be enough to get the exam? any other free materials you could provide would help my CV very much :)
Hi, it depends on your level of knowledge and understanding of the subject. I'd say, find more videos similar to this one and practice as much as you can. Good luck! 😊
It helped a lot. :)
Hello and thank you for all these videos. I have a question, how do you allow Salesforce to connect to Power BI Desktop? Because I have the error OAUTH_APP_BLOCKED: this app is blocked by admin
Thank you! Could it be that you need to request install access from IT Ops?
hi, How Can you remove some of the fields, only on certain viewports?
Thank you Theresa, I also liked the music, but music volume would have been even little lower.
Thank you!
Thank you for this
Hello, Are there others colors that can be used? like gray?
Yes, you can use most colors.
Thank you! This video was really helpful.
I created an emailt emplate in lightning and when I try to insert that template into an email to a lead, it says I have no templates. I can't spernd anuy more hours doing this. NO TUTORIALS HELP ME, Awful user experince
Thanks! Really helpful
Hi, I am getting error in the formula field of missing parathesis, IF(TEXT({!$Record.Type__c}) = "LCD_RT", "012Hr000000R28PIAS" IF(TEXT({!$Record.Type__c})= "LED_RT", "012Hr000000R28UIAS" IF(TEXT({!$Record.Type__c})= "Plasma_RT", "012Hr000000R28KIAS" {!$Record.RecordTypeId} ))) Where have i missed them??
Muito bom, obrigada e se por acaso eu desejar enviar para mais de 5 destinatários, não há possibilidades ?
Super Useful. Thanks a lot!!!!!!!!!!!
You're the best
How do I show this in compact layout?
Hello, I have a requirement that i need to include child object field values in the builder. Is there a work around for it ? to include the child object data in template? i will be sending a email from custom object
Cool video :)
Thanks! 😊
I came here for salesforce email template but now, Dang i would marry her
did the music in the back ground confuse anyone else lol
😂😂😂LOL...that's funny. It wasn't too bad. She had it at a fairly soothing volume, but I personally prefer classical or Jazz when I'm studying.
Hi, sorry about that!
Amazing content even 2024!!
How did you get the drop-down to change colour?
I read there is a {!$ErrorLocation} that could be used. Wonder how that functions.
Hello, when i try it out it only shows me the content in plain text, i add borders and style and still it just give me the info in plain text and not a table.
At 3:40, when setting up the integration user with the Salesforce Integration license, do not select a role (keep the default to None). This ensures record access is limited to just the user's profile and permission set(s). Selecting a role potentially opens up access to records the API should not see.
Thanks for pointing it out!
I am trying to configure something for Australia were the phone numbers are like this: 04xx xxx xxx - it needs to be +614xxxxxxxx 0x xxxx xxxx landline numbers - +61XXXXXXXXX Any numbers that get entered with dashes or spaces need to be reformatted to e164 format Can you please help me to achieve this?
I'm doing this for australia We have 13 XX XX which should display as +6113XXXX 1300 XXX XXX which should display as +611300XXXXXX 1800 XXX XXX which should display as +611800XXXXXX 04XX XXX XXX which should display as +614XXXXXXXX or 0X XXXX XXXX which should display as +61XXXXXXXXX Still trying to figure it out haha
Would there be a way of storing details from multiple cases on the same text body variable for the body of the email via a loop instead of just individual case by case details. So if I had say had 3 opportunities and I wanted to put all of the details together from the three opps on the one text template would there be a way to use a loop for this?
Thanks for your sharing.
pls explain in certification exams ,who is ursa major solar and what is universal containers e.t.c.,
Hi Pragnesh! The practice test is made to feel like the real exam. At the real exam, they won't be explaining these details. Once you feel comfortable with the content of small practice tests like this, you'll do great at your exam. You can pause practice tests and do additional research as many times as you need. Good luck! 😊
There are just mock up names of companies, that's it xD They are used in order to make it seem like a real business case for exam
Hello you have just to fix the table array using $ Thanks for the video
Oh, thanks! 😊
Wow Patreon! that was really a useful video. I was wondering why this video didn't become popular while unnecessary junk remains on top!!
Thanks for sharing, it's helpful..
😅
Thank you for explaining what these are. I've been having a hard time understanding the difference and uses for profiles, roles, permission sets, and permission set groups, and the groups were the last thing I needed to clarify and you helped me understand them. Thank you!
Thanks! 😊 Glad you find it usefu!
Excellent information. Is it possible to create another video using flows instead of workflow to send the email? Thank you again for your time.
Hi, thanks a lot! There already should be a video with Flow :)
Thanks! Is the classic document image upload thing works on Lightning or is there a better solution to send images in lightning templates?
This is really helpful to me. May I reach out to you with more specific challenges that I am facing?
Thanks, Greg! 😊 Sorry, I don't take private requests at this time.
thank you theresa
You are the best! Very helpful!
Thanks! 😊
very helpful - just the help I needed