Blog - #SalesforceAdmin

How to Create Your First Report and Dashboard in Salesforce

Mon, 07 Jul 2025 09:57:00 GMT

In today’s data-driven world, businesses rely on reports and dashboards to make informed decisions. Salesforce makes this easy with built-in tools that let you quickly build powerful visualizations and data summaries. In this blog, you'll learn how to create your first report and dashboard in Salesforce, step by step — no coding needed!

Using Formula Fields to Make Work Faster and Easier in Salesforce

Wed, 02 Jul 2025 09:45:00 GMT

Working in Salesforce becomes much smoother when the system does some of the work for you. One helpful tool that makes this possible is the formula field. It’s a small but powerful feature that can calculate values, show updated information, and make your work easier — all without needing you to enter anything manually.

Page Layouts in the Age of Dynamic Forms: Are They Still Relevant?

Tue, 10 Jun 2025 12:51:00 GMT

Salesforce used to have the same layout for everyone, no matter their role. But with Dynamic Forms, admins now have more control to create cleaner and more customized record pages for different users.

Ultimate Guide to User Profile, Permission Sets, Organization-Wide Defaults, Role Hierarchy & Sharing Rules in Salesforce

Tue, 27 May 2025 12:33:00 GMT

Salesforce provides a layered security model to ensure that the right people have the right access to data while maintaining data privacy and confidentiality.