FlowCoderz
FlowCoderz
Explore Salesforce Admin Blogs & Tutorials by Topic

Discover a curated collection of blogs and tutorials designed to help you master Salesforce Admin skills. Whether you're learning about user management, automation, security, reports & dashboards, or data management, this resource covers essential topics to enhance your expertise. Explore step-by-step guides, best practices, and expert insights to confidently navigate Salesforce, streamline processes, and optimize your organization’s CRM experience.

Introduction To Salesforce
Salesforce Data Model
  • Objects And Fields
  • Standard vs. Custom Objects
  • Field types (Text, Number, Date, Picklist, etc.)
  • Formula Fields and Cross-Object Formula Fields
  • Managing Object Limits and Dependencies
  • Relationships
  • Lookup Relationships
  • Master-Detail Relationships
  • Many-to-Many Relationships (using Junction Objects)
  • Self Lookup (Lookup with Same Object)
  • Hierarchy Lookup
  • External Lookup and Indirect Lookup
  • Lookup Filters
  • Schema Builder
  • Navigating Schema Builder
  • Creating and modifying objects and fields
  • Global Picklists
  • Creating and managing global picklists
  • Object and Field Dependencies (e.g., Dependent Picklists)
  • Rollup Summary Fields
  • External Objects in Salesforce
Data Security
  • User Management
  • Creating and managing user accounts
  • Assigning Profiles and Permission Sets
  • Permission Set Groups
  • Role Hierarchy: Creating Roles and Role Assignments
  • Managing User Licenses
  • Login Flows and Delegated Authentication
  • Data Access Levels
  • Object-level security
  • Field-level security
  • Record-level security (Role Hierarchy, Sharing Rules, Manual Sharing, and OWD)
  • Sharing Rules (Criteria-Based and Owner-Based)
  • Share Records Using Teams
  • Security Controls
  • Login IP ranges, session settings, and Login Hours
  • Two-factor authentication (MFA best practices)
  • Network Access and Universal IP Range
  • Setup Audit Trail and Event Monitoring
  • Login History and Activations
  • Additional Security Features
  • Field History Tracking
  • Manual Record Sharing in Lightning vs. Classic
  • OWD Email in Salesforce (Setup & Email Deliverability)
Process Automation
  • Workflow Rules
  • Actions: Email alerts, field updates, tasks, and outbound messages
  • Migrating from Workflow Rules to Flow Builder (Best Practice)
  • Process Builder
  • Creating processes for automation
  • Combining Process Builder with Flow Builder
  • Flow Builder
  • Types of flows: Screen flows, Autolaunched flows, Record-triggered flows
  • Input Components in Salesforce Flows
  • Screen Flow Scenarios
  • Before-Save and After-Save Flows
  • Scheduled Flows (Scheduled Path in Record-Triggered Flows)
  • Asynchronous Flows
  • Flow Session Error Handling
  • Best practices for creating efficient flows
  • Approval Processes
  • Setting up approval processes for record-level approvals
  • Simple and Multi-Step Approval Processes
  • Approval process automation and notifications
Reports And Dashboards
  • Creating Reports
  • Types of reports (Tabular, Summary, Matrix, and Joined)
  • Report filters, groupings, and bucket fields
  • Cross Filters and Conditional Highlighting
  • Relative Date Filters in Reports
  • Formula in Reports
  • Dynamic Filters in Reports
  • Joined Reports Use Cases
  • Dashboards
  • Components of a dashboard (Charts, Metrics, Tables, and Gauges)
  • Dynamic dashboards vs. static dashboards
  • Dashboard Filters
  • Email Dashboards
  • Scheduled Reporting
  • Automating report delivery via email
  • Subscribe Reports
  • Report/Dashboard Sharing
  • Report Folders and Dashboard Folders
  • Reports and Dashboards Limits and Allocations
Data Management
  • Data Import/Export Tools
  • Data Import Wizard vs. Data Loader
  • Exporting data for backups or analysis
  • Data Quality Management
  • Duplicate management tools and matching rules
  • Limitations of Duplicate Rules
  • Data validation rules for consistency
  • Merging duplicate records
  • Mass Data Operations
  • Mass Transfer Records
  • Mass Delete Records
  • Updating records via Data Loader and Flows
  • Data Export Wizard
  • Data Import & Export using Data Loader
Customization and Configuration
  • Page Layouts and Record Types
  • Custom Fields and Validation Rules
  • Compact Layouts and Highlight Panels
  • Dependent Picklists and Field Dependencies
  • Dynamic Forms in Salesforce
  • Quick Actions in Salesforce (Global Actions, Dynamic Actions)
  • Feed Tracking in Salesforce
Deployment Tools
  • Change Sets
  • Sandboxes
  • Metadata API Basics
  • Introduction to third-party deployment tools (Gearset, Copado)
User Interface Customization
  • Lightning App Builder
  • Experience Cloud Sites
  • Custom Buttons, Links, and Actions
Integration Basics
  • Outbound Messages in Workflow Rules
  • APIs (REST, SOAP, Bulk, and Streaming APIs)
  • Webhooks and External Services
  • Named Credentials & External Credentials
Best Practices & Governance
  • Data governance principles
  • Regular audits for data quality and security compliance
  • Managing limits and performance optimization
  • Backup and disaster recovery planning
  • Change Management Processes
  • Salesforce Chrome Extensions
  • Salesforce Inspector Reloaded
  • Salesforce Booster
  • Salesforce Show Field API Names
  • Salesforce Logins
Salesforce Chatter & Collaboration Tools
  • Overview of Chatter features and functionalities
  • Setting up Chatter Free and External Users
  • Collaboration with Groups, Topics, and Mentions
  • File Sharing in Salesforce via Chatter
Sales Application Overview
  • Overview of the Sales Cloud
  • Standard Objects in Sales (Leads, Opportunities, Accounts, Contacts)
  • Territory Management
  • Opportunity Stages and Forecasting
  • Lead Conversion Process & Lead Auto Response Rules
Case Management
  • Web-to-Case
  • Email-to-Case
  • Case Auto Response Rules
  • Case Assignment Rules
  • Case Milestones & Entitlements
  • Case Escalation Rules
Mobile Administration
  • Configuring Salesforce Mobile App settings
  • Understanding mobile user experience and navigation
  • Mobile App Page Layouts and Compact Layouts
  • Mobile Notifications and Offline Data Access
Additional Topics
  • Activity Management in Salesforce
  • Associate Contacts to Multiple Accounts
  • Person Accounts
  • Multi-Currency in Salesforce
  • High-Volume Data Considerations
  • Event Monitoring & Shield Security
  • Field Audit Trail
  • Salesforce Admin Certifications