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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…