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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: Why You Can’t See Object Tab Settings in Permission Sets

Have you ever created a new Permission Set in Salesforce, navigated to Object Settings to grant visibility to a specific tab (like Accounts), and realized the Tab Settings section is completely missing? It’s a common frustration for Salesforce Admins and Developers. You know the setting should be there, but it just isn’t. In this Salesforce…

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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…

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Salesforce Quick Tips: How to Set Up and Display Field History Tracking

As a Salesforce Admin, it’s not a matter of if you’ll be asked to track field changes, but when. Whether it’s for auditing purposes, data integrity, or simply to answer the age-old question, “Who changed this value?”, Field History Tracking is a vital tool in your admin toolkit. In this guide, we’ll walk through the…

Salesforce Architecture Tutorial: Profiles vs. Permission Set Groups (Designing Object Level Access)
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Salesforce Architecture Tutorial: Profiles vs. Permission Set Groups (Designing Object Level Access)

Hold up homeslice, are you still usin profiles???!!! It’s 2023 playur! In this episode we’re gonna go over exactly when you should use profiles as opposed to permission sets and permission set groups. After you watch this, you’ll be a permissions wizard and the admins and developers in your org will thank you for this…

Salesforce Admin Tutorial: How to create Confetti Celebrations and use the Trailshread Audio Player

Salesforce Admin Tutorial: How to create Confetti Celebrations and use the Trailshread Audio Player

Why would we create Celebrations or use the Trailshred Audio Player at all? To be honest idk dawg, maybe just to spice up your life a little bit and have some fun? You could make a super sweet easter egg for your Salesforce org. Maybe you wanna boost your Sales teams morale with something interesting…