Posts by Florencia Mouriz

Learn how to set up Salesforce SOQL datatable with click-to-call functionality. Simplify communication, improve productivity, and maintain data consistency.   Salesforce SOQL Datatable with Click-to-Call Functionality     The Salesforce SOQL Datatable is a powerful tool for displaying Salesforce data in a dynamic, interactive table using SOQL queries. It simplifies data visualization and allows users to view, sort,…

Learn how to easily track Salesforce opportunity product history and update history with field tracking setup for better data management. Salesforce: Track Update History for Opportunities Field History tracking in Salesforce is a powerful feature that allows users to monitor changes in data over time. For opportunities, this tracking can include updates to fields such…

Discover how to update a row in a Salesforce data table using Flow with this straightforward guide. Perfect for Salesforce admins and developers looking for efficient data update solutions.   Salesforce Flow: Update a Row in a Data Table Salesforce Flow is a very helpful tool designed to automate complex business processes. With Flow, users…

Field-level security in Salesforce is a useful tool. It lets admins control access to specific fields in an object. This adds an important layer of data protection. By managing who can view or edit certain fields, organizations can protect sensitive information and improve overall data security.  Here, we’ll look into how field-level security works, why…

Managing picklist metadata in Salesforce can be a daunting task for many admins. The process of creating, updating, and maintaining picklists manually is time-consuming and prone to errors. From dealing with inconsistent data to the complexities of ensuring that all necessary picklist values are available across various objects, the challenges are numerous. However, there are…

Salesforce admins often need to manage picklist values, which can become a time-consuming and labor-intensive task when handled manually. Updating, inserting, and mass editing picklists typically requires careful attention to detail and a significant amount of time.  However, there are specialized admin tools available that simplify the management of picklists and multi-select picklists. These tools…

Salesforce provides robust tools for managing and customizing data. However, handling custom metadata manually can often be a complex and time-consuming task, particularly for organizations with extensive and evolving data needs. This article explores everything you need to know about custom metadata in Salesforce and how to efficiently manage it. It also demonstrates how to…

Every Salesforce admin knows that having the right tools at their disposal can make all the difference. To stay on top of their countless tasks and ensure smooth operations, a strong set of tools is essential. While Salesforce offers a comprehensive suite of native tools, often, the demands of the job require the integration of…