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Salesforce Admin Quick Tip: How to Rename Standard Objects and Fields

As a Salesforce Admin, a request you will inevitably receive is to rename a standard object or field. Perhaps your organization refers to “Accounts” as “Households,” or they prefer “Website” over “Account Site.” However, if you navigate to the Object Manager, find the Account object, and try to edit its label, you’ll hit a wall….

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Salesforce Admin Quick Tip: How to instantly tell why a user has access to a record

As a Salesforce Admin or Developer, one of the most common (and frustrating) security questions you’ll face is: “Why can this user see this record?” Whether you are auditing security or trying to figure out why someone has access to data they shouldn’t, digging through Profiles, Permission Sets, Sharing Rules, and Role Hierarchies can be…

SoC and the Apex Common Library Tutorial Series Part 1: Introduction to the Separation of Concerns Design Principle
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SoC and the Apex Common Library Tutorial Series Part 1: Introduction to the Separation of Concerns Design Principle

What is the Separation of Concerns Design Principle? Basically separation of concerns is the practice of putting logical boundaries on your code. Putting these logical boundaries on your code helps make your code easier to understand, easier to maintain and much more flexible when it needs to be altered (and every code base ever has…

Salesforce Admin Tutorial: How to Create Unique Person Account Search Layouts using formula fields

Salesforce Admin Tutorial: How to Create Unique Person Account Search Layouts using formula fields

Why would you want to make unique person account search layouts? If you’re reading this, chances are you already know the answer to this, but just in case, let’s go over why you would want/need to do this. If you didn’t know, person account search layouts are determined by the account object and that’s because…

Salesforce Administration Tutorial: How to Setup Okta Single-Sign On (SSO)
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Salesforce Administration Tutorial: How to Setup Okta Single-Sign On (SSO)

Why Setup Okta at all? This is a perfectly legitimate question, one I asked myself around 4 years ago when I setup my first Okta integration with Salesforce. The answer to this question is pretty straight forward though, let me break it down for you. Okta Benefit #1: At the company you work for you…