If you are new to the Salesforce ecosystem, you have probably been learning the ropes of Salesforce in Lightning. I’m referring to Salesforce’s user interface (UI) called Lightning Experience.
Did you know that Salesforce used a very different UI called Salesforce Classic? It’s the original UI which is actually still in use. But no-one really talks about it anymore. Why is that?
In this article I want to answer the following questions to you:
What happened to Salesforce Classic?
What is Lightning Experience?
Is Salesforce Classic still in use?
What are the differences between Salesforce Classic and Lightning Experience?
Can Salesforce Classic and Lightning Experience work alongside?
Can Salesforce Users be forced to use Lightning Experience?
Do new Salesforce Administrators still need to learn Salesforce Classic?
What happened to Salesforce Classic?
Salesforce Classic simply became out of modern fashion. It couldn’t keep up with the high resolution screens and interactive ways of working anymore. A new fresh and modern UI was needed.
Here’s an example of a record in Salesforce Classic:
What is Lightning Experience?
In 2015 a new UI called Lightning Experience was released. While it looks fresh and modern to the end user, it’s now also providing a much more flexible framework for Salesforce Administrators and Developers to design and maintain the UI for Salesforce end users.
Here’s an example of the same record displayed in the Lightning Experience UI:
You can already tell this one looks much more exciting doesn’t it? Let me know in the comments what you think!
🌶️ Our Salesforce Courses are all based on Lightning Experience. BUT, we show you the Salesforce Classic UI too and tell you when you may need to use Classic over Lightning.
Is Salesforce Classic still in use?
OH YES!!! It won’t go anywhere anytime soon! Because…not all Salesforce Customers are ready to move to Lightning Experience (LEX) just yet or ever. This is due to the fact that they are using functionality which is either not available in LEX or doesn’t work as intended.
Salesforce focusses all their development efforts on LEX but still supports Classic simply because larger customers depend on its functionality. Plus, certain customizations could theoretically be moved into LEX but require a hell lot of development work to make this happen. So understandably, these Salesforce Customers will stay away from LEX for as long as possible.
What are the differences between Salesforce Classic and Lightning Experience?
There aren’t too many features and functionalities not made available in LEX, but those few can be significant enough to hold customers back from moving to LEX.
Salesforce provides you with a comprehensive list of differences (comparison tables). You can refer to these when making the decision whether or not a transition to LEX is appropriate or requires more investigation:
👉 BTW: New Salesforce Customers automatically get the Lightning Experience user interface. No need to worry about Salesforce Classic at all.
Can Salesforce Classic and Lightning Experience work alongside?
Absolutely, but…! Some Salesforce Customers are even using LEX for certain departments like Sales, while other departments still use Salesforce Classic.
This combo CAN work BUT has an impact on reporting and other features. And even when departments using different interfaces talk to each other, they may confuse themselves because their UI looks different.
🌶️ It is however possible to switch between the two interfaces. The so-called Switcher can be accessed from your user menu. This makes it super simple to switch between both UIs.
Switcher in Lightning Experience:
Switcher in Salesforce Classic:
Can Salesforce Users be forced to use Lightning Experience?
Yepp! You guessed it, it’s a permission which can be disabled. You can either use a Profile or a Permission Set and tick the checkbox “Hide Option to Switch to Salesforce Classic” and the Switcher will disappear. Users assigned to this Profile or Permission Set will no longer be able to switch to Classic.
Do new Salesforce Administrators still need to learn Salesforce Classic?
If you are currently studying for your Salesforce Administrator Certification Exam, you don’t necessarily need to know the Salesforce Classic UI inside out. However, you should have a rough idea about what it is and how to switch. I’d also recommend to look through the Setup items just so you know what it’s all about.
You’ll notice that most of the features you are learning throughout your certification studies work exactly the same in both interfaces, they just look a little different.
And if you are a more experienced Salesforce Administrator but haven’t used Classic yet, it’s still worth taking a look at it because you may need it at your next job. 🤓
Here’s what an example Setup item looks like in LEX, like the Object Manager:
And this is where you’ll find the same item in Salesforce Classic, under the Build/Customize section:
Try it out! Create a new field in LEX, then switch to Classic and see if it’s there. Now, create another field in Classic, then switch to LEX and see if it’s there. Tell me what you think in the comments! I’d love to know which one you liked better.
Salesforce is a powerful platform with many configuration features and setup tools. In order to get the most out of Salesforce, it’s important to understand the options available to you. In this video tutorial, I will walk you through the three main Setup categories and explain what each one is for. Let’s go!
Salesforce is a powerful platform with many configuration features and setup tools. In order to get the most out of Salesforce, it’s important to understand the options available to you. The Setup menu contains every single tool you need to configure a Salesforce instance to meet specific business needs.
Where Salesforce Admins Spend Their Day
The Setup is pretty much the engine room to enable the Salesforce user interface settings for optimal performance and usability. Whatever Salesforce Users see in the front end is managed through the backend, the Setup of the platform. It’s the Salesforce Admins go-to place to customize, configure and support a Salesforce instance and its Users.
Become Confident Using the Salesforce Setup Menu
In this video tutorial, I will walk you through the different options in the Setup menu and explain what each one does. You can follow-along from your own Trailhead Playground or Developer Org. Simply click the gear icon ⚙️ in the upper right corner.
VIDEO TUTORIAL WALK-THROUGH SCRIPT:
Go to the gear icon on the top right
You will see the main Setup item
You may see more options such as the Service Setup. This depends on the Salesforce products you have acquired
When you hover over the main Setup item you’ll notice a little expand icon. This will open the Setup menu in a new browser window. So let’s click on it. It will be handy for you to keep the Setup page open separately.
On the Setup Home page you will find some handy quick links at the top.
Click arrow to the right
And below you will find recent pages you have been working on once you get started
On the left is your main Setup menu which comprises of three main categories
The ADMINISTRATION category
This is where you manage your User [USERS >] and their data access [PROFILES]
From here you will do things like adding new users [USERS],
Viewing user details [user “WeLearnSalesforce”], changing passwords and monitor login history
Under Data [DATA>] you will do data exports or set up duplicate management
Under Email you will be creating email templates and a lot more
Under PLATFORM TOOLS this is where most of your customization will happen
You can modify the user interface [OBJECTS & FIELDS] and
Deploy new features [ENVIRONMENTS/DEPLOY]
You can manage your entire data model and create new apps
And if something needs to be coded with programmatic tools [CUSTOM CODE], this is done here too
The third category is the SETTINGS where you will manage your company settings [COMPANY SETTINGS>] such as business hours and fiscal year
You can also view your org’s history [SECURITY>/Setup Audit Trail] and manage your entire security model
You’ll notice that there are a lot of menu and sub-menu items and it might be a bit tricky to quickly find a specific section. That’s where the Quick Find box at the top will come in handy
To the right of the Home tab, you will find the Object Manager tab. You will use the Object Manager to manage page layouts, add fields, create new Custom Objects and so on
The Object Manager [Platform Tools/Objects and Fields/Object Manager] is also available from the main menu. However, since this is a very prominent section, Salesforce has made it easier for you to access it by adding its own tab
Key Setup Pages To Get More Familiar With
Once you start configuring a Salesforce org you will get more and more familiar and confident using the various setup items. There are a few Setup pages you will find yourself going back to regularly:
Company Information: This page gives you an overview of your Salesforce Org and includes the unique org ID, list of licenses, data and file storage.
Users: This is where you will find all User accounts and their details. Popular action items for Salesforce Admins include password resets, creating new Users as well as freezing and deactivating User accounts.
Login History: You will find this section on each User record. It will help you troubleshoot login issues such as incorrect passwords, login IP address, login date, time and more.
Profiles and Permission Sets: These pages are highly relevant to data security and what Users can see and do in a Salesforce org.
Setup Audit Trail: Troubleshooting Setup issues will also become a key element of Salesforce Administration. The Setup Audit Trail provides information about changes in the Setup, including what type, when and by whom the changes were done.
I hope you feel more comfortable with the Setup menu now. Don’t worry you will get a lot of practice throughout our Salesforce Certification course.
Is there any particular Setup area you would like to learn more about? Let me know in the comments!
WHAT ELSE…
This video tutorial is part of our Complete Salesforce Certification Courses. They cover everything from Salesforce Basics to advanced Salesforce features and functionalities every Salesforce professional should know about.
That depends! Not the answer you wanted? Bear with me. There are a number of factors contributed to your experience, study materials, career goal and more. You are going to make this work using the guidelines we’ll discuss in this article.
“Success isn’t overnight. It’s when every day you get a little better than the day before. It all adds up.”
Dwayne Johnson | actor and former pro-wrestler
One of the most popular questions around Salesforce Certifications is how long or how much time it takes to get ready for the Salesforce Certification Exam. And this is indeed a very important question to ask yourself. Understanding the timing will help you prepare accordingly and avoid the frustration.
While there is no one-size-fits-all answer to this question, we can certainly apply a rule of thumb to give you some direction. Therefore, in this article we will break down the most relevant factors that will contribute to the date you’ll register your Salesforce Certification Exam for. These factors include:
Your Salesforce experience
Your available study time per week
Study materials at your disposal
Your Salesforce career plans
Your desired Salesforce Certification exam date
Your Salesforce Experience
Have you had any experience with Salesforce yet? If yes, then we need to look at the type of experience.
This includes the type of Salesforce User, the type of Salesforce Org, type of involvement, and time spent in the system. Here are a few examples of what this may look like:
Type of Salesforce User:
Trailhead Learner completing Trailhead Modules and Projects
Salesforce Business User like a sales person using the User Interface, not the Setup
Salesforce Administrator working in the system setup
Type of Salesforce Org:
Trailhead Playground/Developer Org
Production Org such as Enterprise Edition, Essential Edition etc.
Robust org setup or disorganized org
Type of involvement:
Trailhead Learner completing step-by-step projects or completing complex SuperBadges
Business User working in the User Interface only, no Salesforce Setup
System Administrator configuring the Salesforce Setup, differentiating between simple setup items (e.g. setting up Users) or complex customizations (creating Custom Objects/Apps, Workflows, Flows etc.)
Time spent in the system:
Daily usage
A few hours per week
Irregular login
Where do you think you fit in? How confident do you feel about your experience with Salesforce?
Based on your previous experience, you may consider the following time frames:
0 Experience: 3-6 months
6 months+ Experience: 6-8 weeks
12 months+ Experience: 3-4 weeks
However, you need to consider how much time you can afford to study. Therefore, let’s look at the weekly study time and how this can affect your timeline.
Hours Per Week You Have Time to Study for your Salesforce Certification Exam
What does your daily life look like? Are you currently working a full-time job? Do you have kids or other people to care for? Do you have any leisure activities/hobbies to attend to?
This will help you determine how much time you can free up to focus on your Salesforce studies. You have various options, such as studying full-time or part-time or casually.
If we take the number of hours per day or week into consideration, the time frame may look like this:
And that’s not all, yet. We also need to look at the study materials you’re learning with as well as your learning pace to work through the materials.
Salesforce Study Materials at Your Disposal
You’ve got a lot of options to choose from in regards to how you are learning all the Salesforce Certification knowledge topics. These include Trailhead Modules/Project, video tutorials, study workbooks, practice exams, quizzes, and others.
If you are a Salesforce Newbie, you will certainly have more knowledge topics, or more material, to work through than someone with prior experience. And even if you are experienced, you may need to work through topics you thought you are confident in to make sure you’re not missing something you may not have been exposed to yet. At least, that’s what I’d suggest you should do. 🤓
What’s the best way to learn all that Salesforce knowledge to prepare for your certification exam?
With so much content out there, we’ve collated the essential details into a comprehensive Salesforce Certification Guide. It’s an 8-step guide telling you exactly what you should do in order to reach your exam day and pass at the first attempt. It also includes important information about what happens after you got certified. Because this is where your career really starts off. 👔
Your exam day will only be as successful as the Salesforce knowledge and skills you are bringing with you. The key to a successful exam day, therefore, is HOW you prepare yourself.
This means learning the right content in an effective way for your brain to absorb all that knowledge and retain it. It’s not just about “learning” it’s about “understanding”. There is science behind this, combined with real-life experience from other Salesforce learners.
Here are the recommended study materials that will help you prepare and give you the confidence for your exam day YOU want to have:
Salesforce’s Trailhead Modules and Projects – Each Salesforce Certification requires a different set of knowledge and tools. You will learn these through Trailhead Modules and Projects. The ones relevant for the Salesforce Certification you are preparing for are collated into so-called Trailmixes.
Salesforce Video Tutorials – Video tutorials are a great way to learn in a well-structured and coordinated way. Especially if you are a visual learner who prefers some guidance. Our video tutorials will not only help you “learn” but will offer plenty of opportunities for self-guided practice to help you “understand” what you’ve been learning about.
Salesforce Study Workbook – If you enjoy reading, taking notes, and even like to print out pages to pin at your desk, then our Study Workbooks are perfect for you. They give you a summary of all exam knowledge topics for review, and also include links to the Trailmixes mentioned earlier, so you can deepen your hands-on practice.
Salesforce Practice Exams – I believe these are a must-have for everyone. Because they do two things. One, get you familiar with the exam format and complexity of questions and answers. Two, they help you determine whether you are actually ready to take the exam. They are used to identify your strength and weaknesses, including detailed explanations and additional learning resources to strengthen your weaker knowledge areas.
NOTE: If you are a Salesforce Newbie, I would not recommend to start learning with Practice Exams, rather use them at a later point in time. They are meant to check in on your existing knowledge of the Salesforce features and functionalities.
And again, it depends on your prior experience. Salesforce Newbies may need all of the study materials, Salesforce Experienced may only need the Study Workbook and/or Practice Exams. Choose for yourself, it’s YOUR Salesforce Career!
And this brings us to the next factor.
Your Salesforce Career Plans
Now, we need to look at your Salesforce Career plans. This means, how important is the Salesforce Certification to you and how fast are you looking to use it to make a career move.
A Salesforce Certification is not a must-have to move into a Salesforce job, however, it will likely open more doors if you have at least one. You may even be in a current Salesforce job, maybe as an accidental Administrator, and you’re considering adding that Salesforce Certification to your CV but you’re not in a rush.
The urgency to gain the Salesforce Certification will also determine your exam deadline. And this takes us to the last but certainly not least factor.
Your Desired Salesforce Certification Exam Date
If you already have a date in mind, you can take the table from above and count backward to determine how many hours per week you would potentially have to study.
For example:
You’re desired exam date is 4 weeks from today. Two scenarios:
As a Salesforce Newbie, you’d have to study almost 240 hours per week. 🤯 I guess this is not very realistic. You may need to consider moving out that exam date.
As a Salesforce Experienced, you’d have to study 40-120 hours per week based on the type of experience. You may or may not be able to make it in 4 weeks.
🌶 Keep it realistic, and use the table above to determine your potential exam date. Yes, you can book your exam date already. This may help to push you forwards. However, if it’s an unrealistic date, you may get super stressed out and even fail while you could have prevented that by setting a realistic date.
If you are not sure whether you should book your exam date already or not, I’d suggest you get started with your learning curriculum. As you progress over the next few days or weeks, you get a feel on how well you are managing the complexity of the knowledge topics and your learning pace. Remember to make use of the Practice Exams to determine your exam readiness. Once you have a better idea, you can certainly go ahead and book that exam date.
Hands-on practice is included in any of the above-mentioned study materials. However, if you are a Salesforce Newbie or even if it’s just a few new topics you are studying, you should double-up your hands-on practice. The more you get your hands on the system, the better you’re learning success will be. And learning success means “understanding” your knowledge topic, which in turn will help you pass the exam. PLUS, retain the knowledge for your upcoming job interview.
This means you can either retake the Trailhead Modules/Projects in a new Trailhead Playground, or try on your own in a Developer Org. Alternatively, go and complete Trailhead Superbadges. They are based on real-life business scenarios and requirements which you need to set up in a Trailhead Playground all by yourself without any guidance. They are pretty tough and therefore the perfect way to really deepen your Salesforce skills. Yes, they do require a bit more time and patience. You can skip them, however, I’d really recommend you complete the ones listed in your Trailmixes. Superbadges can even be linked to your LinkedIn profile page, just like you can with your Salesforce Certification. That should tell you something. 💡
Here’s one which is part of the Salesforce Administrator Credential Trailmix:
Provides an extensive library of product features, knowledge articles, how-to documentation and so much more. While you are studying through your knowledge topics, you may want to read through some of the provided references on help.salesforce.com. They often contain additional or contributing information you should at least have a browse through. This also helps you get familiar with Salesforce Help and how to use it, because you’re going to need it, not only to prepare for your exam but also as an on-the-job reference. 🤓
Contain important updates to the Salesforce platform. Each Salesforce Certification Exam is based on a release cycle. Which release cycle it is, is provided to you on the exam guide. Therefore, before you sit the exam, it helps to have a look at the exam relevant topics.
For example, if you are studying for the Salesforce Administrator, you should have a look at Analytics, Configuration, Einstein Automate, Sales, Marketing and Service.
This should give you plenty to contemplate. I hope you’ve been finding this helpful to determine your realistic exam date. Let me know in the comments when you are planning to take your Salesforce Certification Exam. We’re here to support you and help you keep going!
Using a systematic approach to plan your study time in order to prepare for you Salesforce Certification Exam will make all the difference. It will allow you to stay on track by organizing your Salesforce learning schedule and allotting specific times for different types of knowledge topics. In this blog article you will learn about the traffic light system and how to use it to avoid distractions and improve productivity.
“To know that we know what we know, and to know that we do not know what we do not know, that is true knowledge.”
Nicolaus Copernicus
Prepare Your Salesforce Certification Exam Studies For Success
Using a systematic approach to plan your study time in order to prepare for your Salesforce Certification Exam will make all the difference. It will allow you to stay on track by organizing your Salesforce learning schedule and allotting specific times for different types of knowledge topics. In this blog article, you will learn about the traffic light system and how to use it to avoid distractions and improve productivity.
Track Your Salesforce Learning Progress
The first question everyone, who is preparing for a Salesforce Certification Exam, is asking themselves is “What do I actually need to learn?”.
Therefore, BEFORE you get started with your learning efforts, the first thing you need to do is understand which Salesforce knowledge topics you need to be proficient about.
This is where the Salesforce Certification Exam Guide comes in. It contains an overview of the exam topics you need to know about. Now, the thing with the exam guide is that it’s more of a high-level overview. It doesn’t quite provide you with a list of sub-topics. Because it’s often the sup-topics which will be asked about in the exam.
Plus, the exam guide does not allow you to tick anything off let alone highlight any topics with our traffic light system we’ll get to shortly.
Here comes our Salesforce Study Checklist to the rescue. The Study Checklist will help you stay on track with your studies. And in combination with the traffic light system, it will organize your study schedule so that you spend more time doing things and less time wasting time.
There are two approaches to incorporate the Traffic Light System.
Approach #1 is for Salesforce Newbies:
If you are totally new to Salesforce and you are starting from scratch, you’ll work your way through the topics in the given order. The order follows a logical structure allowing you to learn each topic step-by-step and build up your knowledge as you progress. Why? Because a lot of the subsequent topics often require the knowledge of the preceding topics. As you progress you’ll tick off each topic and see how you are moving towards the end.
Once, you’ve gone through each topic, you’re not done. I don’t want to punish you, not at all. BUT, as a new Salesforce learner, the next step is to deepen what you have learned. Because…by the time you’ve reached the end you will have forgotten at least 50% of what you thought you had learned. This is perfectly normal.
It’s all about repetition and practice. Therefore, you’ll now go back to the top and go through each topic again. For each topic, however, you will now use the traffic light system to classify them. Here is what this may look like:
🟢 Green = **too easy** Topics you know well and you would be able to set up in Salesforce in your dreams.
🟡 Yellow = **uuuhm** Topics you feel like you know but you’re not 100% confident with.
🔴 Red = **never heard of** Well, you probably have but you don’t recall. That’s what I mentioned earlier in regards to the 50% you’ve already forgotten.
Here’s what this may look like:
Approach #2 is for the somewhat-experienced Salesforce learner:
If you’ve already been exposed to Salesforce either through your current job or through the Trailhead platform or else, you probably don’t need to work through all the knowledge topics in chronological order. You can take the approach backward and start with the part where you go through each topic and classify them using the traffic light system.
You’ll then go over to work through each unit in the order of the colors. You’ll begin with the red ones, followed by the yellow ones, followed by the green ones. Then, tick off as you go through each.
Like in this example:
By using the Study Checklist in combination with the Traffic Light System, you can create a schedule that prioritizes the red learning topics while also leaving room for deepening your skills in the yellow topics as well as reviewing your expertise in the green topics.
Setting Realistic Salesforce Certification Exam Study Time Slots
Prioritizing and tracking your study progress is one side of the medal, the other side is your timing. Here are a few tips on how to manage your study time:
Set up your learning environment. This includes setting up your Trailhead Account and creating Trailhead Playgrounds.
Keep it quite. Turn off your mobile phone. If you live with family members or room mates, tell them not to disturb you.
Learn in bite-size chunks. Break down your study goals into smaller buckets, maybe 2-3 learning topics a day. Each knowledge topic is different in length and complexity. Some require 5 minutes, other may need 2 hours. Don’t worry if you don’t tick off more than one, the next day you might tick off 3 at once.
Take regular breaks. You can study 0.5-2 hours each day or schedule 3-4 hours on your weekend days. Don’t try to study for hours on end if you know you won’t be able to focus.
CONCLUSION
All of the above will help you stay motivated and avoid feeling overwhelmed. Studying for your Salesforce Certification Exam takes time and patience. Having a plan and tracking your progress will keep you sane. 🤓
Let me know in the comments if you’ve been finding these tips helpful. Do you use any other learning methods that you have found useful? I’d love to hear about it!
Hell YESSS! Nothing is more important than protecting your customer’s sensitive data you are storing in your Salesforce Org. You can land in prison if you don’t. Ok, I’m being overdramatic, but nevertheless, data protection is a serious topic. So how about we break down the entire model and see how the Restriction Rules fit in? Let’s go!
Hell YESSS! Nothing is more important than protecting your customer’s sensitive data you are storing in your Salesforce Org. You can land in prison if you don’t. Ok, I’m being overdramatic, but nevertheless, data protection is a serious topic. And your data security toolset just got a new addition. 🤯
Whether you are a new Admin, experienced Admin, App Builder, Product Owner or otherwise involved with the Salesforce Setup, understanding how to protect sensitive data stored in Salesforce is probably one of the most important aspects of setting up and managing a Salesforce Org.
We all know that the Data Security Model is already rather complex and now you have been given yet another tool. So how about we break down the entire model and see how the Restriction Rules fit in? Let’s go!
Salesforce Data Security Model & Where Restriction Rules Fit In
Now, as I mentioned above, the Data Security Model is complex and consists of many layers. In general, we have four layers/levels:
Organization-level = This is where you manage the first entry point of a Salesforce User, their login to the system. This includes things like IP Ranges, Login Hours, Password Policy, and so on. Anything that authenticates the User BEFORE they get access to Salesforce.
Object-level = This is what the User will have access to AFTER they successfully logged in. All Salesforce data is stored on Salesforce records that belong to Salesforce Objects. Hence, you will typically use tools like User Profiles, Permission Sets, and Permission Set Groups to manage access to Salesforce Objects.
Record-level = This is where things really start to get interesting with managing access to records that contain all that sensitive or not-to-sensitive data. Therefore, you want to be very careful which records Users should have access to. The baseline tools you’ll have available, are Organization-Wide Defaults (OWD), Role Hierarchy, Sharing Rules, Team Sharing, and Manual Sharing. PLUS, you guessed it, Restriction Rules.
Record-level sharing is the most complex of all our four layers, so here is how they are built up:
Field-level = Is all about managing access to the individual data types (= fields) stored on Salesforce records. You can choose between No access, Read access or Read/Write access.
Now that you know WHERE Restriction Rules fit in, we’ll discuss HOW they work.
HOW Do Salesforce Restriction Rules Work
While your baseline Record-level Sharing Model pretty much opens up access to records, Restriction Rules take away access. In other words, they limit the User’s record access to a sub-set of records they used to have access to. It’s like setting a permanent filter to display only pre-defined records. Why would you need to do that? Good question! We’ll look at some examples shortly.
Now, Restriction Rules can also be used for Objects that do not support any or some of the Record-level Sharing tools.
Let’s look at some examples for both scenarios:
An example where Restriction Rules limit access:
Let’s say you have a Recruiting Team, of which the Recruiting Assistants have access to Positions of the status “Open”. They have hired a Junior Recruiting Assistant, to support with open Positions which need to be filled by the end of the month.
We’re assuming the OWDs for Position is set to “Private”, a Role Hierarchy has been set up including the Role “Recruiting Assistant”, and a Sharing Rule is in place which shares all open Positions with the Recruiting Assistant Role. This Role is also assigned to the Junior Recruiting Assistant. What now?
Well, the Junior Recruiting Assistant has been assigned the Title “Junior Recruiting Assistant” on the corresponding User Record. And this is where we bring in the Restriction Rule. You will use the Restriction Rule to only display open Positions with a Close Date of the current end of the month, to Users with the Title “Junior Recruiting Assistant”.
This may look like this:
The result is this: The Junior Recruiting Assistant already had access to all open Positions because of the Sharing Rule. Of these open Positions, the Restriction Rule limits access to open Positions that contain the date of the current end of month.
Why could you not solve this with a Sharing Rule? Because Sharing Rules don’t support sharing based on User Criteria which are not Role-related. You could use a workaround though, like adding another Role “Junior Recruiting Assistant” to the Role Hierarchy and using this to create a secondary Sharing Rule. However, this makes the Role Hierarchy more complex and will have additional implications on other Sharing Rules, Reports, etc.
As a Salesforce Administrator, you always want to find the least complex but most effective solution. 🤓 Now, you have one, and that is Restriction Rules.
An example where Restriction Rules are the only option:
We’ll use the “Activity” Object which does not support Sharing Rules.
First up, the Object “Activity” relates to “Tasks” and “Events”, and supports OWDs such as “Private” and “Controlled by Parent”. If we chose “Controlled by Parent”, Users who have access to the associated Parent record (what you select in the “Related To” field), maybe “Account”, can see ALL tasks and events of the Accounts they have access to. You can’t restrict access to certain Tasks or Events of those Accounts, even if you selected the OWD “Private”. The latter would limit access to Tasks/Events a User owns. You wouldn’t be able to open up access to specific Tasks/Events Users do not own, because Sharing Rules are not supported.
How do we fix this? Exactly, with Restriction Rules. Let’s look at a more specific example:
Let’s say you wanted Users of the Marketing Department to only have access to Tasks which have been marked as “Marketing Follow-up”. Again, we’ll use the OWD “Controlled by Parent” as the baseline setting.
Next, we’ll go to the Object Manager and select “Task” and then select “Restriction Rules”. From here, you’ll determine a meaningful Rule Name, specify the User Criteria (like the Department field on the User Record) and then specify the Record Criteria (like the checkbox field “Marketing Follow-up”).
This may look like this:
The result will be: The Marketing Users used to have access to all Tasks of their Accounts because of the OWD “Controlled by Parent” on the Activity Object, but now get a limited view to Tasks marked as “Marketing Follow-up” because of the Restriction Rule.
What Else You Need To Know About Salesforce Restriction Rules
Restriction Rules have only been made GA (Generally Available) in Salesforce’s Winter’22 Release. They still have a number of limitations around where and how you can use them. As always, keep an eye on the Release Notes for updates around the capabilities of Restriction Rules.
Here are some of the key items you currently need to consider before you set up Restriction Rules:
Only support Custom Objects and the following Standard Objects: Contracts, Events, Tasks, Time Sheets and Time Sheet Entries
Enterprise and Developer Editions only support up to 2 Restriction Rules per Object, Performance and Unlimited Editions up to 5
One Restriction Rule per Object per User
User Criteria and Record Criteria are limited to a small number of data types (e.g. boolean, date, string)
You can’t add more than one User criteria or more than one Record Criteria
The Operator is limited to “Equals”
Recently Viewed List Views still show records a User may have previously had access to, however when a User attempts to open the record, they will get an error
While the capabilities of Restriction Rules are still rather limited, they already open up great opportunities for System Administrators. They have been put in place for a reason. 🤓
Let me know in the comments if you have been using Restriction Rules and how they have been working for you.
If you want to learn more about Salesforce’s Data Security Model, it’s part of our Salesforce Administrator Certification Course. You can sign up for a Free Preview first to get to know our Video Tutorials, Study Workbooks, and Practice Exams.
I’ve always wanted to do something different but didn’t quite know what it was. I knew I loved working with people, I knew I didn’t like sitting at my desk all the time. But what does that mean? How does that help me find out which career I should be pursuing instead?
Have you been thinking about changing your career, doing something else that you enjoy more? Maybe turning a hobby into a career? But you don’t know how to do it or whether it’s worth it?
Very good questions! You won’t know until you try it out. It’s a risk but without taking any risk you won’t be able to move forward in life and truly discover who you are and what you want to do.
I’ve been asking myself the exact same questions and it took me a long time to find the answer. I’ve written about my own journey before but I wanted to look at it from another angle.
I’ve always wanted to do something different but didn’t quite know what it was. I knew I loved working with people, I knew I didn’t like sitting at my desk all the time. But what does that mean? How does that help me find out which career I should be pursuing instead?
There is no one-fits-all answer. But…if you don’t even start looking around, you will never find the answer.
TAKING THE LEAP OF FAITH TO BECOMING A SALESFORCE INSTRUCTOR
In my case, what happened was, that my partner suggested I try out a career as a Salesforce Trainer. I could work with people and could walk around a classroom all day. So far this sounded like the perfect fit. But, I would also have to present in front of a lot of people. I had never really done any presenting before, maybe back in school, which I remember vaguely I quite enjoyed. But that’s been a very long time ago. So I really had no clue if that’s something I would be able to make a profession of.
I played it through my head, imagined standing up in front of a large classroom, talking to students, showing them something on the computer. It was all there in my head and looked pretty. However, it’s very different to actually doing it in real life.
It took me about half a year to finally take the leap of faith and just go for it. I guess I was desperate enough to get out of my old job that pushed me ahead. I really had no clue if it would work out or not.
I boldly applied for a job as a Salesforce Trainer with a small boutique training provider and did get a job offer. What? Without much prior experience in this area, it must have been something else that was convincing enough to hire me. What I’m saying is, that it’s not always about having years of experience in a certain field, it’s a lot about soft skills, character and attitude.
THE FIRST STEP INTO THE WORLD OF SALESFORCE WAS THE HARDEST
The first step was done. The next step was to get certified by the Salesforce University which is now the Trailhead Academy. This was a requirement in order to be eligible to teach Salesforce’s official courses. The certifications included the technical certification like the Salesforce Administrator as well as the Salesforce Instructor Certification to teach the Salesforce Administration Essentials class.
The technical part wasn’t too hard, but getting the Salesforce Instructor Certification almost turned into me quitting the whole thing. 🤯
So what happened? A real new challenge came my way. Something that forced me to jump into ice-cold water and really stepping far outside my comfort zone. It’s not something I do every day, so I wasn’t quite prepared how to get ready for this Instructor Certification. I had so many questions, like: “How do I become an Instructor?” and “What does it need to be a good instructor?” or “How do you manage a class full of students?”
Do you know what I did? I studied all the course materials and exercises and felt well prepared to take the instructor certification exam. Guess what happened? I FAILED MISERABLY. I wasn’t prepared at all. The Salesforce Master Instructor who led my certification exam session became one of the best mentors I’ve ever met before. He wasn’t shy about telling me what I did wrong. That included telling me straight up that I had no hands-on practice, I didn’t know how to deal with difficult questions asked by students and so on and so forth. I cried! And I never cry, NEVER. But this made me cry, I felt humiliated and I wanted to hide in a dark cave where no one could find me.
Of course, that was not an option. The Master Instructor was very kind and explained exactly which steps I needed to take to prepare and practice and get ready to truly become a great Salesforce Instructor. I did follow his advice and completed every single step he asked me to do. I read tons of Salesforce documentation, practiced the hell out of the system, did some role-plays and practiced even more until I felt like I had turned every stone. I registered for another instructor certification exam session and PASSED WITH FLYING COLORS.
IT’S ALL ABOUT PREPARATION
There we go. It’s all about preparation, well, the right type of preparation of course. I had a few more instructor certifications to complete for different types of classes, and I never failed a single one again. Because I learned so much the first time around, it taught me a lesson for life.
Every single time I’m learning a new skill, not just something Salesforce related, but also things like becoming a Yoga Teacher or learning how to sew my own clothes, I vividly remembered what it takes to learn something properly in order to achieve the results I want to get.
I’ve been taking this approach into my Salesforce Classes to transfer my Salesforce knowledge to my students in a way that makes sense and shares the skills it needs to put the knowledge into perspective. I’ve been teaching for many years successfully, so I guess this learning concept is working. In order to reach even more students, I’ve decided to create my own Salesforce Learning Platform www.welearnsalesforce.com which contains a range of Salesforce Courses for beginners and beyond.
TRUST THE PROCESS!
So what can YOU take away from this? If you want to do something different, be courageous and take the first step. Trust the process of putting in the work and you will achieve your goals.
And if you are interested in learning Salesforce with me, I will give you all my experience and expertise to help you become a successful Salesforce Professional, no matter which Salesforce career path you choose to take.
I hope you enjoyed reading about my personal story and maybe found some inspiration. Let me know in the comments which career path you are currently considering (even if it’s not Salesforce 🤓).
When designing the look and feel of Salesforce Record Pages, System Administrators usually start off by creating and arranging Page Layouts. However, more recently, Salesforce has introduced Lightning Record Pages followed by Dynamic Records.
You may have been wondering how they are different, or not, and how they actually play along? Can they be used together, or separate? What’s the deal here? 🤔
When designing the look and feel of Salesforce Record Pages, System Administrators usually start off by creating and arranging Page Layouts. However, more recently, Salesforce has introduced Lightning Record Pages followed by Dynamic Records.
You may have been wondering how they are different, or not, and how they actually play along? Can they be used together, or separate? What’s the deal here? 🤔
Back To The Future – An Evolution from Salesforce Classic to Lightning Experience
Let’s take a quick tour back to where things started. At the time I got introduced to Salesforce, which was still in the good old Salesforce Classic times, we used to work with Page Layouts to design and structure the contents of the Salesforce user interface (we’re ignoring any Apex coding for now and focus on declarative development).
With the introduction of the Lightning Experience (LEX) user interface, Salesforce started structuring the user interface with so-called Lightning Record Pages. Lightning Record Pages are pretty much an extension of Page Layouts. This means, Page Layouts are still being used, but have been integrated into Lightning Record Pages and appear as a Detail Tab as well as a Related Tab. Record Pages also contain many other components like a Highlights Panel or Activities and so much more, which can be added and arranged as needed. This makes the design of Salesforce Record Pages so much more flexible, allowing Salesforce Customers to tailor the record components to their specific business needs.
And that’s not all. More recently, Salesforce has released so-called Dynamic Forms. It’s an upgrade of Lightning Record Pages to make them even more dynamic. I guess that’s why they came up with the name.
How Salesforce Page Layouts, Lightning Record Pages and Dynamic Forms Get Along
Now, each has its own features and specifications and do depend on one another. Let’s go through step by step and understand when to use which one.
In case you work for a company that still uses Salesforce Classic, forget about Lightning Record Pages or Dynamic Forms, you only need to worry about Page Layouts. However, this company will eventually have to move to LEX, and other companies use LEX already anyways. So, I guess there’s no way around understanding all three. 🤓
Even though Page Layouts are an integral part of Lightning Record Pages, you still need to manage Page Layouts separately. Page Layouts are used to add, remove, arrange Fields, Sections, Related List, Action Buttons and a few other items.
When you move to set up a Lightning Record Page for the same Object, you will need to add components, including those components that represent what you build on your Page Layout.
For example: If you want to display Fields, you need to add the Record Detail component. If you want to make Related Lists available, you need to add one of the Related Lists components. If you want to display the Standard action buttons like Edit, Delete and so on, then you need to use the Highlights Panel component.
This means, as part of building a Lightning Record Page you are breaking down the Page Layout elements into its main pieces and arrange them in any order required. Every Salesforce business works differently, so it’s crucial for user adoption success, to arrange all record components in a logical and intuitive way. And that’s what we love Lightning Record Pages for.
And then it gets even better, with Dynamic Forms. Dynamic Forms allow even more creativity because you can arrange Page Layout Sections (and their associated Fields) in any form and shape. This means, with Dynamic Forms you can even break down the Record Details component into its sections. Plus, you can make fields or entire sections appear or disappear based on the Field or Component Visibility settings. And there’s more, you can even customize the Highlights Panel in order to manage every single action button.
Something like this only used to be possible with Visualforce Pages or Custom Lightning Components. But Salesforce wants to make customization as easy as possible, that’s why they introduce more and more point-and-click tools like Dynamic Forms. No more coding skills required, almost. 👏🏻
Designing Salesforce User Interfaces with Object Manager and Lightning App Builder
And now, let’s break down the steps you’ll need to follow to get things right:
Steps
Design with
Assign to
Benefits
1. Create Page Layout (or use Default Page Layout)
Object Manager
User Profiles
Arrange Fields, Sections, Related Lists, Action Buttons etc.
2. Create Record Type
Object Manager
User Profiles
Tailor business processes and allocate corresponding Page Layouts
3. Create Lightning Record Page
Lightning App Builder
Org or App or App + Record Type + User Profile
Arrange page components including Record Details (= Fields and Sections from Page Layouts), Related Lists, Highlights Panel etc. Use visibility settings to manage access to components
4. Upgrade to Dynamic Form
NOTE: Currently only available on Record Pages for Custom Objects. Refer to Release Notes for updates!
Lightning App Builder
as above
Freely arrange Sections from a selected Page Layout. Use visibility settings to manage access to single Fields or entire Sections. Reduce number of Page Layouts
TIP: If you want to move only one field, add a section first, then move the field in there.
As you may have noticed, Page Layouts are the basis to building Record Types, Lightning Record Pages and Dynamic Forms. This may change in the future to support even more dynamic user interface designs with declarative tools, so keep your eyes open on future release updates.
Let me know in the comments if you have been using Dynamic Forms yet and how you like them.
Based on your background, getting your foot into the Salesforce Career Market can feel easy or it can feel overwhelming. If you belong to the latter category, then this article will help you understand what it takes to make an informed decision whether or not a Salesforce Career is for you. We’ll then explore how you can turn your Salesforce Career Aspirations into a logical and organized process. This will leave you feeling at peace and confident that you can reach your Salesforce Career Goal indeed, which often starts by getting a Salesforce Certification.
Have you been getting confused by all the information out there?
Do you struggle to understand what Salesforce is and how it works?
Do you feel like you keep forgetting what you have already learned?
If the answer to at least one of the above questions is Yes, then keep on reading. The concept I’m going to walk you through applies to any new topic or area you are getting into. Therefore, this article is for everyone who is either brand new to the Salesforce ecosystem or wants to revive their Salesforce talent.
WHY ARE YOU LEARNING SALESFORCE 🤔
Whenever you start learning about a new topic, or you got a new device or you want to learn a new hobby, it helps to understand why you want to learn more about it, or better, why you should learn more about it.
Why is the Why relevant? If you don’t know what you are learning something for, you may lose interest as well as motivation very quickly. Understanding the Why and how you will benefit from it, will not only give you purpose but also reason and motivation to keep going, even when the process gets tough along the way.
For example, if you have no idea why you should learn Salesforce or whether you will actually be able to find a job in the Salesforce ecosystem, why should you even get started? Only because everyone else around you does? Only because someone said you can earn so much money with a Salesforce job? These are potential motivators for sure, but not the reasons why a Salesforce job would actually be something for you to pursue.
The good news is, Salesforce jobs have very different faces and pretty much everyone can potentially find a suitable role. You don’t have to have any IT background whatsoever. Salesforce jobs range from Salesforce Administrator to Salesforce Developer to Platform App Builder to Salesforce Consultant, to Business Analyst, Product Manager, and on and on.
This means the first thing you need to look into are the requirements of the Salesforce job role that sound most appealing to you. Or rather, browse through all of them and pick those that seem most attractive.
‘Appealing’ or ‘attractive’ means, they speak to a skill or belief or philosophy that you agree with. Let’s take the Salesforce Administrator job role as an example. This role is primarily about working with people on a daily basis, such as answering questions, setting up users, fixing issues, managing change requests and so on.
Therefore, if you are someone who is more of an extrovert person and happy to deal with daily requests from business users, plus you like getting your hands on an IT-based system, then this might be the job to go for.
However, if you are more of an introverted person who prefers to work quietly in a quiet environment, then a Salesforce Developer or Platform App Builder role might be better suited to you.
Therefore, make yourself familiar with the different Salesforce job roles and Salesforce career paths to see if any of these may suit you: https://trailhead.salesforce.com/career-path/
Source: trailhead.salesforce.com
HOW DO YOU REACH YOUR SALESFORCE CAREER GOAL
Once you’ve decided that a Salesforce career might indeed be something to pursue, you’ll move on to the next phase. And this is exploring Trailhead.
You have probably heard of Trailhead, Salesforce’s own learning platform. It includes a lot of information about Salesforce career profiles, Salesforce Certification paths and even more content on all the learning topics around their entire Salesforce product line and Salesforce ecosystem, and even beyond that.
Trailhead is huge and it can be rather confusing to find out where exactly you should get started. What you need to get your head around is that it takes time and patience. It won’t take forever, but it’s important to take it step by step. Avoid trying to understand and learn everything at once. 🤯 Your brain can handle a lot but it’s still not a machine.
In order to get started, I’d recommend taking the following steps:
Identify your preferred Salesforce career path (as mentioned earlier)
Familiarize yourself with the corresponding Salesforce Certifications and their requirements, for example the Administrator Credentials
Follow the provided learning units of the selected Salesforce Certification, for example the Administrator
Get involved with the Salesforce Community, a.k.a Trailblazer Community to connect with peers, ask questions or share your own experiences and knowledge
Of course, there is so much more to explore. But again, don’t rush it, you’ll get there. I promise! 🤓
HOW DO YOU STAY MOTIVATED THROUGHOUT YOUR SALESFORCE CAREER-BUILDING PROCESS
The toughest part in all of this is staying motivated and seeing your progress. You may be a self-driven person, you may be not. In any case, it can be helpful to follow a guided structure and build a routine to stay on track and see how you are getting closer to your Salesforce career goal. Or maybe, you’re still not yet sure whether a Salesforce career is for you, I’d say get to know it better first.
And that’s why we have created a 21-Day Salesforce Beginner Challenge. It takes you through every single step in your Salesforce discovery process in bite-size chunks. Every day we will send you an email with tasks to complete. This starts pretty much with the steps above, then moves into setting up your Trailhead Account and Trailblazer.Me career profile then takes you all the way into the Salesforce platform to gain hands-on experience and start building your Salesforce skillset.
Throughout this challenge, you’ll get to know both the Salesforce platform as well as the Salesforce ecosystem. This helps you understand whether or not Salesforce is the place to be for you. It also gets you set up already in case you decide to keep going.
Now, why is this challenge 21 days long? This period of time is generally considered to be required in order to form a new habit. While we are talking about learning Salesforce, we’re also talking about keeping on track as well as staying motivated by building a routine. You’ll get into the habit of logging into Salesforce on a daily basis. Some days you’ll spend 15 minutes in there, others may take up to two hours or more. That depends on the complexity of the task and your own personal curiosity to explore the Salesforce Platform. You will probably want to spare some days for other things, but what matters is, that it becomes a more natural task.
Trailhead by Salesforce have not only switched their certification exams over to the Winter ’22 Release, they have also updated the exam outline of the Salesforce Certified Advanced Administrator Exam Guide. We have summarized all important updated for you. Plus, you will find links to topics you may not yet be familiar with so you can study up in no time.
Trailhead by Salesforce have not only switched their certification exams over to the Winter ’22 Release, they have also updated the exam outline of the Salesforce Certified Advanced Administrator Exam Guide.
First up: NO NEED TO FREAK OUT! If you have booked your cert exam or you are planning to register, please know that the majority of topics have not changed. We have summarized all important updates for you. Plus, you will find links to topics you may not yet be familiar with so you can study up in no time.
As for the most part of the new exam outline, you will find changes around wording, structure and then a few additional topics. HOWEVER, as with every release cycle, you need to be familiar with the relevant Release Notes anyways. Some of the new topics are now considered baseline knowledge and as an Advanced Administrator, you will likely have heard of most of them already.
Many exam objectives from the original 10 exam topics are the same. Some topics have simply been moved to another section, reworded or extended to cover more complex scenarios.
A few new topics have been added, however nothing dramatic you wouldn’t already have come across as an Advanced Administrator. These topics are:
The following exam objectives are being removed entirely:
Salesforce Experience Cloud Security Settings
Salesforce Content
Mapping Table of New to Current Salesforce Advanced Administrator Certification Exam Outline
Our Salesforce Advanced Administrator Certification Course follows the current exam outline of 10 exam topics. This means the course contents you need to prepare for the certification exam still cover the majority of relevant exam topics, including the main part of the above-listed topics. We’ll be adding the few remaining topics very shortly.
Here’s an overview of how our course curriculum (a.k.a. exam outline) matches with the New Salesforce Certified Advanced Administrator Exam Outline.
The Salesforce Certification Exams have just switched over to Winter ’22. That’s right! Even though all Salesforce Orgs are already well into the Winter ’22 release cycle, the Salesforce Certification Exam cycles follow a slightly shifted time frame to give you a chance to catch up.
The Salesforce Certification Exams have just switched over to Winter ’22. That’s right! Even though all Salesforce Orgs are already well into the Winter ’22 release cycle, the Salesforce Certification Exam cycles follow a slightly shifted time frame to give you a chance to catch up.
Whether or not you are planning to get a Salesforce Certification, keeping up-to-date on the latest Salesforce features gives you a competitive advantage. Let’s get to know the TOP 10 Salesforce Release Highlights that we believe are most important to YOU:
#1 Flow Builder becomes less scary
For many Admins or Salesforce beginners, Flow Builder can feel very overwhelming. But, it really doesn’t have to be. As with everything, it just needs time and practice for you to become confident. Plus, Salesforce is adding more and more click-not-code features into Flow Builder with every release, truly making Flow Builder so much easier to work with.
Developing Flow Builder is one of Salesforce’s priority items. Please note that you still need to be familiar with Workflow Rules and Process Builder because many Salesforce Customers have many of those in place. Check out my article on Why You Should Still Learn Workflow Rules and Process Builder.
And because Flow Builder is a priority, there are so many exciting updates, here is a list of some of my favorites:
The Record Sharing Model consists of Org-Wide Defaults, Role Hierarchy, Sharing Rules, Team and Manual Sharing. You will now have another tool at your hands to manage any remaining exemptions with Restriction Rules. Restriction Rules were previously in Beta and have now become generally available which is awesome.
While your baseline Record Sharing Model pretty much opens up access to records, restriction rules take away access. It’s like setting a filter criteria to display only selected records of those that a User already had access to.
Tip: Restriction Rules are currently only available for custom objects, contracts, tasks and events.
This feature was only available for individual Permission Sets and can now be used for entire Permission Set Groups. Permission Set Groups are used to allow assigned Users to complete very specific tasks. Access to these permissions can be limited to pre-defined sessions like a certain time frame during a workday. This is typically applied when highly sensitive data is involved.
I can’t believe it’s finally here, even though it’s currently in Beta. So let’s hope it stays for good. Managing the many Profiles and Permission Sets plus Permission Set Groups is hard enough, but removing permissions when no longer needed just adds to the pile. You can now have permissions sort of remove themselves by setting an expiration date. It can be used for both individual Permission Sets or entire Permission Set Groups. Once enabled you’ll find another button at the top. Go check it out!
Tip: Must be enabled in Setup under User Management Settings.
With each release, Salesforce’s own AI tool Einstein becomes even smarter. One of which is Einstein Search. It has been available for a while though but now it’s turned on by default, and most importantly, at no extra cost. Einstein Search supports three key features: Personalization, Natural Language Search and Recommended Results.
Tip: Einstein Search features can be enabled/disabled in the Setup under Einstein Search Settings. Note: Developer Orgs/Trailhead Playgrounds are not supported.
Charts used in Dashboards reference the data of the underlying report. However, when you apply a Gauge Chart the KPIs you wish to track against the data in the report, need to be defined manually. Therefore, the targets stay static. With the new ‘Dynamic Gauge Chart’ feature, you can make the entire Gauge Chart respond dynamically based on the filter criteria specified in the underlying report.
Note: This feature is currently in Beta and may not become generally available.
Tip: In order to make use of the Dynamic Gauge Chart, you need to enable this feature in the Setup under Reports and Dashboards Settings.
Not sure why this is in Beta, Inline Editing in Reports is not new but is being improved. I guess Salesforce is still finetuning its capabilities. With this release, Users can even inline edit date, picklist or lookup type of fields (not all but most of them 😉).
Tip: Inline Editing must be enabled in Setup under Reports and Dashboards Settings.
Forecasting becomes more flexible. Salesforce has added a new category called “Most Likely” which sits in-between Commit and Best Case.
Tip: In Object Manager, select Opportunities and open the field ‘Forecast Category’. Note: You can label the field with any name you like, however it won’t match the category and can confuse yourself and the Forecast Users. And don’t forget to match relevant Opportunity Stages to this new Forecast Category!
Territory Assignment Rules typically run through all your Accounts which can take a fair amount of time. No more! You now have the option to choose a subset of Accounts only.
No tip, just enjoy the new pop-up when you click the Run Assignment Rules button.
This may not be as exciting for Admins as it may be for Users. This one is a great addition for any Sales or other User who relies on Task and Event management. Salesforce has added an option to sort the list of Upcoming and Overdue Activities by oldest or newest.
No tip, just use it. 😉
Source: help.salesforce.com
There are so many more features to explore. Go check them out and remember you can earn points for learning all about them: Winter ’22 Release Highlights
Let us know in the comments which feature you enjoy the most. We’d love to hear from you!
