Salesforce Certification Exams have arrived in Spring ’23 Release. What’s new?

Attention if you are currently preparing for your Salesforce Certification Exam! The exam release cycle has just switched to Spring ’23. Yes, that’s right. Even though Salesforce orgs have been in Spring ’23 for a while, the exam cycle is always a little behind to give you a chance to catch up. If you haven’t already, it’s about time you familiarize yourself with the release notes. Keeping up to date with new features and functionalities is part of becoming an outstanding Salesforce professional, and is part of your exam too. Here are my TOP 10 picks!

Author: Peggy Schael | Salesforce Trainer | WeLearnSalesforce

Attention if you are currently preparing for your Salesforce Certification Exam! The exam release cycle has just switched to Spring ’23. Yes, that’s right. Even though Salesforce orgs have been in Spring ’23 for a while, the exam cycle is always a little behind to give you a chance to catch up. If you haven’t already, it’s about time you familiarize yourself with the release notes. Keeping up to date with new features and functionalities is part of becoming an outstanding Salesforce professional, and is part of your exam too. 

Here are my TOP 10 picks:

#1 ‘Migrate to Flow’ Tool Now Available For Process Builder

Since Flow is becoming more and more important for Salesforce Administrators, I’ll place it right at the top. You are probably aware by now that Workflow Rules as well as Process Builder are being retired. The ‘Migrate to Flow’ tool had already been available for Workflow Rules, and can now be used to migrate Processes over to Flows too. This means, you can still create Processes with Process Builder BUT YOU SHOULD NOT! Instead, use Flow Builder for any new automations. And for existing Processes, we recommend migrating them over to Flow.

Tip: Re-evaluate your existing processes first though. There may be redundant processes you may no longer need, or that should be optimized for better performance.

#2 Dynamic Forms Extended To Case and Lead Records

While Dynamic Forms were initially only available for Custom Objects, Salesforce has been adding more and more Standard Objects. Starting with Accounts, Contacts and Opportunities, they have now added Cases and Leads too.

TIP: Dynamic Forms are enhanced Lightning Record Pages bringing in capabilities from the Page Layout editor. In order to turn a Lightning Record Page into a Dynamic Form, select the Record Detail component and click the ‘Upgrade Now’ button.

#3 Dynamic Actions Extended To ALL Standard Objects

Similar to Dynamic Forms, Dynamic Actions have been made available to Standard Objects step by step. Salesforce had started with Accounts, Contacts, Cases, Opportunities and Leads, and now opened it up to ALL Standard Objects. 

TIP: Dynamic Actions are enhanced action buttons (think Edit or Delete buttons) that you find/place in the Highlights Panel on your Lightning Record Pages. Therefore, in order to turn your buttons into Dynamic Actions, you’ll select the Highlights Panel and hit that ‘Upgrade Now’ button.

👉 All of this and more is covered in my comprehensive Salesforce Administrator Certification Course, including video tutorials, study workbook and practice exams:

#4 Lightning App Builder Can Now Do Forecasts Pages Too

We love Lightning App Builder for allowing us to get really creative in building customized record pages. You can now take your creativity to build even more meaningful Forecasts Pages too, given your Salesforce org has (Collaborative) Forecasts enabled.

TIP: If Forecasts is not yet enabled, use your Trailhead Playground to turn it on and test it out. Enabling Forecasts will make this option available in your Lightning App Builder.

#5 Manage Field Access With Permission Sets

Data Protection is one of the more complex elements to keep your Salesforce org and its data in safe hands. Salesforce is aware and is adding more features to simplify the process.

Thus, you may have heard that Salesforce is planning to move away from Profiles in order to manage user permissions. This change won’t happen before 2026, however it’s going to make your life as a Salesforce Administrator a thousand times easier if you start planning and acting now already (where appropriate).

This means, permissions are going to be managed mostly through Permission Sets and Permission Set Groups. This will have a severe impact on how you manage access to Objects and its Fields. As part of this transition, Salesforce is now giving you the option to assign Field-Level-Security through Permission Sets instead of Profiles. This is still in Beta but worth testing out.

BEWARE: This transition is going to require a fair amount of planning. If you want to test it out, make sure you do so safely in a Sandbox or Developer Org/Trailhead Playground.

#6 Field History Tracking For Activities

Tracking historical changes of data on records is part of data management and data integrity. Salesforce has now extended the history tracking capability to Activities. To be specific to the Task and Event Objects (not the Activity Object).

TIP: Custom Fields created via the Activity Object can be selected for historical tracking through either the Event or Task Objects.

NOTE: Different to other objects allowing you to select up to 20 fields for tracking, you can only track up to 6 fields.

#7 Manage Picklist Fields In An Orderly Fashion

Picklist fields and their values can become rather messy over time. You’ll be adding new values, deactivating old or unused values and so on. Here are some amazing new features to help you tidy up your picklists and keep them consistent across your records:

Clean up inactive values

BEWARE: This is only available for Custom Picklist fields. Once deleted, you can’t take the values back.

Bulk Manage Picklist Values

#8 Change Sets Was Yesterday – Meet DevOps Center

Change Sets are of course still going to be around for a while, but if you have used them, you may be aware of their flaws. Salesforce understand the pain and have introduced the DevOps Center. Don’t worry, you do NOT need to be a developer to understand and use the DevOps Center.

TIP: Enable DevOps Center in a supported org such as a Developer Org/Trailhead Playground, install the package from the AppExchange and follow the instructions.

BEWARE: DevOps Center is not available for Sandboxes, but of course you can connect to your development orgs, release orgs etc.

#9 Make Reports and Dashboards Even More Engaging

There have been quite a few amazing updates to Reports and Dashboards. Here are my highlights:

Create Dynamic Report Filters

If you want a report filtered by the Opportunity Owner without having to use their actual name, you can now simply use a relative value. Think Dynamic Dashboard using the “The dashboard viewer” option which displays the data based on who’s currently logged in viewing the Dashboard. 

In Reports we can now pretty much replicate this scenario. Using the relative value “$USER” Salesforce automatically recognizes the viewer and only displays the records where the viewer is the Opportunity Owner. 

Report on Report Subscriptions

It’s been quite the hassle to analyze report subscriptions. They do have an impact on the limit of scheduled jobs, data security etc.

You can now create a comprehensive report on report subscriptions including when subscriptions run, who set them up, who the running user is.


TIP: In order to use this type of report, you need to create a Custom Report Type first. Follow these steps.


#10 Organize Your Reports and Dashboards

This one is in Beta but will hopefully stay for good. With this new feature, you can create your personal collection of reports and dashboards you or your team cares most about. We all know how painful it can be finding the right reports and dashboards within the jungle of reports and dashboards many of our Salesforce orgs consist of. You can create your very own collection and keep to yourself, or share with your team or manager for effective collaboration.

TIP: If you haven’t already, you may need to enable the “Unified Experience for Analytics Home” in the Reports and Dashboards Settings in the Setup. This will make the Analytics Home Page available from the App Launcher.

This sums up some of the most exiting new features for any Salesforce Administrator and of course any Salesforce User that benefits from these. 

👉 Do let me know: Which of these are your favorites? Did you come across any other you’re so stoked about? Leave me a comment. 👇


We make learning simple with our range of well-structured Salesforce Video Tutorialsdownloadable Study Workbooksand realistic Practice Exams.

And if you are brand new to the world of Salesforce, make sure to sign up to our FREE 21-Day Salesforce Beginners Challenge.

Salesforce Data Security: Trusted IP Ranges versus Login IP Ranges. This one always twists my brain 🤯

A Salesforce org is like a multi-level office building. If you have a meeting with a customer in their office building on the 13th floor, you have to get through several security checks in order to meet them there. Starting with the main entrance, followed by the elevator, followed by the office entrance, followed by the meeting room. Each one requires a security pass to get through. Salesforce’s data security model works just the same. In this article we want to focus on the ‘main entrance’ security check. I’ll walk you through the options Salesforce checks for when someone attempts to enter a Salesforce org, including the importance of Trusted IP Ranges as well as Login IP Ranges.

Author: Peggy Schael | Salesforce Trainer | WeLearnSalesforce

How Salesforce Trusted IP Ranges and Login IP Ranges Fit in With The Data Security Model

Salesforce’s data security model essentially consists of four layers: 

The first layer determines a user’s access to the Salesforce organization, like their username and password, and also their login location such as their IP address.

The second layer determines what users can see and do in Salesforce such as viewing specific types of records (a.k.a. Objects), edit or delete records.

The third layer specifies whose records users can access. Not only records they own or created, but also records of their colleagues.

And the fourth layer is all about the level of detail (=fields). How much information should a user be able to see. For example, should a sales user be able to see credit card information? Possibly not! But the finance department may need to.

This means, the first layer is your ‘main entrance’ security check of the office building, a.k.a. your Salesforce org.

What Does Salesforce Check For When A User Attempts To Log In

User authentication starts by entering a valid username and a password. If that is a match, Salesforce checks whether the User has logged in before or not. What happens it that Salesforce places a cookie in the user’s browser (unless the browser uses a cookie blocker). If Salesforce finds the cookie, it will grant access. If it doesn’t find that cookie, it will require the user to verify themselves.

This means they will receive an email notification under their registered email address containing a verification code. Once they enter the code and verify, they will be able to login.

Whitelisting Login Locations With Trusted IP Ranges

While this verification process is an important security measure, it can become rather bothersome when users switch locations from time to time or switch computers or browsers they work from. We are talking about IT users supporting a Salesforce org, or Salesforce trainers like myself, or team managers etc. 

I remember one particular training roster with a government customer. There were several training sessions happening in different office location. Plus they were happening in different Sandboxes, hence different Salesforce logins. Each time I had to verify myself, and that turned out to be very time consuming, not only for myself but for the trainees too. So I took the IP addresses and whitelisted them. Problem solved!

Whitelisting IP addresses is done under Setup/Network Access by adding Trusted IP Ranges. This means. If a user tries to log in from within a Trusted IP Range, they do not have to go through the verification process.

In other words, if they try to login from outside a Trusted IP Range, they will only get access after they completed the verification process explained above.

IMPORTANT NOTE: This verification method is (currently) not supported in combination with Multi-Factor Authentication (MFA). Since MFA has been enforced in all Salesforce orgs, the cookie placement has become redundant (for now, as always check the release notes for updates). This means, every Salesforce user trying to log in to a Salesforce org has to confirm their authenticity through a MFA method, like using the Salesforce Authenticator app. MFA can theoretically be turned off, making the verification process relevant again. I’m NOT saying you should turn it off though, just something to keep in mind.

Restricting Login Locations With Login IP Ranges

Here comes the brain twister. A Salesforce Admin can restrict access to specified IP Ranges. Let’s say, you want to ensure that your Salesforce users can only ever log in to their Salesforce org from their office building. Some organizations like banks, hospitals, government agencies etc. with extra high security measures, may prohibit anyone to work outside of their office, or access their Salesforce org from outside their office. Some organizations though use VPN to enable users to work from home. But still, access is limited to the VPN connection.

Restricting the locations users are allowed to log in from is done by adding Login IP Ranges to User Profiles. Here’s what this does: When a user attempts to login from outside the listed Login IP Range, Salesforce recognizes the setting on the user profile, and the user will not be able to log in, at all.

Salesforce Data Security with all its different security layers is covered in detail in our comprehensive Salesforce Administrator Certification Course. It’s all connected! I walk you through each step, building up your expertise as you progress. 🤓

Restricting Login Based on Login Hours

Apart from the login location, Admins can also restrict access by office hours. Let’s say a Marketing user should only be able to access Salesforce during office days and office hours. However a Sales user needs to be more flexible to accommodate their customers, and should therefore be able to access their customer data on Salesforce 24/7. 

There would be nothing to do for the Sales user, however for the Marketing user, you’ll need to add Login Hours to their respective User Profile. Be aware when locking an entire day, like Saturday and Sunday, you’ll need to select the same start and end time.

Once this has been added, upon login attempt, Salesforce will check the user’s associated Profile to verify whether there are any Login Hour restrictions to determine whether or not the user will be allowed to log in.

Managing Password Policies

Remember from earlier that the very first items Salesforce verifies are username and password. This is the very first security check to overcome. Therefore, we want to make this part as difficult as possible, especially for unauthorized people.

That’s where the Password Policies come in. You’ll use them to specify things like password complexity, number of login attempts, how often passwords need to be changed and more. But don’t make too hard though, otherwise you may loose on user adoption…

I hope this helped untie the twists in your brain. Do let me know what you find most difficult when it comes to managing data security in Salesforce. I’d love to know!


We make learning simple with our range of well-structured Salesforce Video Tutorialsdownloadable Study Workbooks and realistic Practice Exams.

And if you are brand new to the world of Salesforce, make sure to sign up to our FREE 21-Day Salesforce Beginners Challenge.

Managing User Permissions – Best Practices & What Is Happening To User Profiles

Managing User Permissions in Salesforce has always been quite the challenge. Especially when you are new to Salesforce. The entire topic of data access and security can make you want to bang your head against a wall. The good news is: Salesforce provides cushioning. This means, Salesforce heard you and is making user permission management a fair bit easier. In this article, we’ll discuss what is happening to User Profiles and how you should be using Permission Sets moving forward.

    Author: Peggy Schael | Salesforce Trainer | WeLearnSalesforce

    How Salesforce User Profiles and Permission Sets Fit in With The Data Security Model

    Salesforce’s data security model essentially consists of four layers: 

    The first layer determines a user’s access to the Salesforce organization, like their username and password.

    The second layer determines what users can see and do in Salesforce such as viewing specific types of records (a.k.a. Objects), edit or delete records.

    The third layer specifies whose records users can access. Not only records they own or created, but also records of their colleagues.

    And the fourth layer is all about the level of detail (=fields). How much information should a user be able to see. For example, should a sales user be able to see credit card information? Possibly not! But the finance department may need to.

    You guessed it! User permission management therefore belongs to the second layer of the data security model, even before you determine whose records or what fields they get access to.

    Types of Salesforce User Permissions – What Users Can SEE and DO

    As mentioned earlier, the second layer determines what users can see and do in Salesforce. 

    What users can ‘see’ relates to settings which specify which Apps users will have access to from the App Launcher and which tabs will be available in the navigation bar. Even if you give Users access to the Sales App for example, you can still restrict access to the Opportunities tab if they wouldn’t require access to this particular tab. 

    You can also specify what types of records users can see. For example, Accounts may be differentiated by Customer Accounts vs Partner Accounts. Some users may only need to see one or the other.

    Plus, the ‘see’ permissions also determine how pages and fields will be displayed to users. You can arrange the order of the information, group them, highlight important details etc.

    What users can ‘do’ with what they can ‘see’, is all about what they will be able to do within the Apps, Tabs and Pages they have access to. 

    This includes Standard Object permissions such as creating opportunity records. Or Custom Object permissions such a creating candidate records.

    You also have App Permissions available to choose from. These are permissions only relevant to a specific app to fulfil a particular task, for example converting leads as part of the Marketing App.

    And then there are System Permissions which are cross-object permissions like creating reports or creating list views and so on. This means, these permissions are relevant for all types of records.

    Salesforce Data Security and Access is part of our comprehensive Salesforce Administrator Certification Course. You’ll learn how it all connects to Salesforce Objects, User Setup and more:

    Tools To Assign Salesforce User Permissions

    Let’s go back to the future first and understand how things used to be done, and are partially still going to be done. Then, we’ll look into to the future to see what Salesforce is going to change and make easier.

    The tools available to a System Administrator to manage user permissions are Profiles, Permission Sets and Permission Set Groups. BTW, these are not going to change as such. Phew! 😅

    Let’s start with Profiles and how they have been working up until now: Profiles are used to specify a baseline of permissions users require to do their jobs. Hence, an Admin would pick form the types of SEE and DO permissions to determine this baseline. For example, the Admin would include the Read permission on the Accounts Object.

    Such a Profile will then be assigned to one or more users within a particular job function or department. This means, a Profile is often assigned to multiple users within the same job function or team. 

    Here are the Standard Profiles Salesforce provides out-of-the-box. These have been set up with pre-selected permissions to save the Administrator a lot of time ticking a lot of checkboxes. Standard Profiles are not editable but can be cloned to tailor to specific business requirements. This cloning process creates a so-called Custom Profile, which is simply another version of the Standard Profile.

    Permission Sets are an extension to Profiles, to grant additional permissions for specific job functions, for example the Create Accounts permission. 

    Some organizations are very restrictive about account creations and thus only allow a small number of users, if not only one, to create them. Hence, this type of permission would not be added to a Profile, but to a Permission Set instead.

    Therefore, Permission Sets usually contain only 2-3 permissions and are only created as needed and assigned to individual users at a time.

    This means, the Admin can pick from the same pool of SEE and DO permissions but selects only what is not already available to the User through their assigned Profile.

    The Profile and Permission Set(s) assigned to an individual user essentially determine their total access.

    Permission Set Groups were introduced by Salesforce only a few releases ago, and are used to bundle multiple Permission Sets and assign to selected users. This means, that Administrators no longer have to painstakingly assign Permissions Sets one by one. They can now bundle them into a Permission Set Group and assign the entire group of Permission Sets in one go.

    Here’s an example of two types of Users within the same department. You can see that some Permission Sets are the same for both, but then there’s one Permission Set which is only required by the Sales Manager. Therefore, we created two Permission Set Groups based on each user’s job function, added the required Permission Sets (which had been created beforehand) and then assigned to each User as appropriate. 

    Permission Set Groups can be assigned to multiple users, and that’s exactly why they are so handy. Especially in larger organizations where you may have something like five Sales Managers and 20 Sales Assistants or 20 Sales Representatives, you’ll be saving yourself a lot of time when allocating user permissions.

    In summary, up until now you would have done the following:

    1. Set up a Custom Profile containing the minimum permissions, like Read and Edit Accounts (Alert: This part is changing!)
    2. Create Permission Sets by job function – Remember: DON’T add too many permissions into one Permission Set. It’ll be almost impossible to tell what you have added
    3. When you realize you have too many Permission Sets to assign to certain users, you’ll create a Permission Set Group to bundle them and make your life a lot easier

    Complexity of Salesforce User Profiles and Permission Sets

    What happened so far was that System Administrators created a lot of Custom Profiles to allocate business specific permissions. Then they created a lot of Permission Sets for all those additional permissions of each job function. And then they also started creating a lot of Permission Set Groups. 🤯🤯🤯

    There’s suddenly A LOT OF everything!

    What does this mean? If you don’t have a smart document that tells you which Profile and which Permission Set does what and which user has what assigned, you’ll be running far far away. 🏃‍♂️

    Yes, you can create reports or export a file with Dataloader, but it’ll still be rather difficult to put it all together.

    What Will Happen To Salesforce User Profiles

    To reduce the amount of Profiles and to add more flexibility to the way you assign or remove user permissions, Salesforce is planning the following changes starting Spring ’26:

    👉 Removing most (but not all) user permissions from User Profiles. 

    IN LIEU, you will need to use Permission Sets and Permission Set Groups, like you already have. But in the future, you’ll manage MOST user permissions through Permission Sets.

    Here’s what they will remove from Profiles and ONLY make available through Permission Sets:

    👉 ESSENTIALLY, the concept of using Profiles, Permission Sets and Permission Set Groups doesn’t change. Certain permissions like access to Apps, Record Type and Page Layouts will still be managed via Profiles. 

    BUT, the types of permissions managed through Profiles changes so much so that you will no longer have to create so many Custom Profiles.

    Don’t wait for Spring ’26! Start your New BEST PRACTICE already:

    Starting a new best practice already will save you time later moving permissions from Profiles to Permission Sets. Here is what this may look like:

    1. Clone the ‘Minimum Access’ Profile and only use to assign Apps, Record Types and Page Layouts for a particular group of users, like Sales Users or Marketing Users. Nothing else!
    2. Name the cloned profile after the role or job function, use a meaningful naming convention
    3. Create Permission Sets by job function – Remember: DON’T add too many permissions into ONE Permission Set. It’ll be almost impossible to tell what you have added. Rather have more Permission Sets with a very precise description
    4. Bundle job function related Permission Sets into a Permission Set Group, give it a meaningful name, and assign to relevant users

    FINAL STEP, if not even the first, DOCUMENT what you set up!!! It doesn’t have to be a fancy schmancy paid document service, it can be a simple as a Word document to get you started. BUT PLEASE, write it down.

    Our Salesforce Administrator Certification Course takes you through the setup steps and best practices in a logical order. You’ll be a pro in no time!

    How Salesforce Will Help You With The Transition

    Salesforce is making a plan to help you make the move from User Profiles to Permission Sets. Here is what they have announced so far. As always, refer to the Release Notes for any further updates on these:

    Spring ’23 – Salesforce is introducing the ‘User Access Policies’ feature. It will help you ‘migrate’ user permissions based on specific criteria and attributes. HOWEVER, it will be in Beta and only available to orgs with Enterprise and Unlimited Editions (for now).

    Summer ’23 – Field Level Security can be switched to Permission Sets. This is ALREADY in BETA. And is planned to become GA (generally available) in Summer ’23. BEWARE: You must have all your Permission Sets sorted and assigned to Users BEFORE you switch this over. Otherwise, it may get ugly…

    Spring ’24 – Turn off ability to assign retiring (EOL = end of life) permissions on User Profiles.

    Even though Spring ’26 may seem far away, it’ll arrive sooner than you’d like. And then suddenly, you have to migrate hundreds of user profiles. 

    Start with the New Best Practice mentioned earlier. For example, if there is any new Custom Profile you have been asked to create, don’t create it right away. See if the New Best Practice may actually be a valid alternative already.

    Start making a plan for all your Profiles already on how to move the EOL permissions from User Profiles to Permission Sets and Permission Set Groups. Take it step by step, like department by department or job function by job function.

    I hope you found this walk-through helpful. Got a question? Please do leave me a comment below! 👏🏻


    We make learning simple with our range of well-structured Salesforce Video Tutorialsdownloadable Study Workbooksand realistic Practice Exams.

    And if you are brand new to the world of Salesforce, make sure to sign up to our FREE 21-Day Salesforce Beginners Challenge.

    What Do Baking and Salesforce Have in Common?

    This is not your typical Salesforce blog. Today, I want to share a baking story…

    Author: Peggy Schael | Salesforce Trainer | WeLearnSalesforce

    I was baking some self-made granola the other day. They completely got burned because I mixed up the temperature and my timer was set based on the correct temperature. 🙈 It started to smell strangely and it hit me, and I ran into the kitchen. All my granola turned black (literally). Well, I had to start over. Not a super big deal, I still had enough of the ingredients left.

    Now, what does granola have to do with Salesforce? A LOT!

    Baking is a lot like being a Salesforce Administrator – you have to take the right steps and find the perfect balance in order to end up with an edible result. Just like how I had to mix up the temperature and timer for my granola, incorrect setups in Salesforce can quickly turn sour.

    When it comes to our work with Salesforce, one wrong move can have (more or less) disastrous consequences for those that are relying on us. We all want to avoid these errors and ensure our Salesforce Users don’t get “burned” by mistakes.

    I’ll never forget my first time working with Salesforce when I didn’t attend any Salesforce training beforehand. I was missing out on plenty of features that could have made my job much easier, or more importantly, the job of my Salesforce Users! That’s why it’s so important that we equip ourselves with the right knowledge in order to be able to make the most of Salesforce and its capabilities.

    Just as careful preparation goes into baking granola, joining a proper Salesforce training can have a huge impact on our professional lives. With all of the available resources out there, taking full advantage of the right Salesforce learning materials can increase your confidence and ensure success – both in the job itself or in any job interview leading to your Salesforce dream job.

    Therefore, I’ve put together the perfect recipe and baking tools, a.k.a. Salesforce learning materials, in my Salesforce Certification Courses.

    And it gets even better, we currently have an incredible Salesforce course offer! It’s your one-stop-shop to mastering Salesforce – our all-in-one Salesforce Certification Training Bundle includes our three fundamental Salesforce Certification Courses, complete with video tutorials, study workbooks and practice exams.

    This is the perfect bundle to get you ready for both your job and Salesforce Certification Exam in no time. Whether you’re an experienced professional or a newbie, you don’t want to let this amazing offer slip through your fingers. Act quickly before it expires at the end of January!  

    You’ll get LIFETIME access to ALL of our Salesforce Certification Courses worth $1,491.

    All for only $197!!

    “Learning is not attained by chance, it must be sought for with ardor and attended to with diligence.”

    Abigail Adams U.S. FIRST LADY (1797-1801)


    We make learning simple with our range of well-structured Salesforce Video Tutorialsdownloadable Study Workbooksand realistic Practice Exams.

    And if you are brand new to the world of Salesforce, make sure to sign up to our FREE 21-Day Salesforce Beginners Challenge.

    The Power of One – The Greatest Formula Ever Written

    Have you ever had a moment learning about a Salesforce feature thinking to yourself: ‘Why hasn’t anyone told me about this earlier?’ Shaking your head in complete disbelief?? I know the feeling… So, here’s another one you probably haven’t heard of yet. Let me introduce 🥁🥁🥁: The ‘Power of One’ formula. A must-know for every Salesforce Administrator!

    Author: Peggy Schael | Salesforce Trainer | WeLearnSalesforce

    It’s referred to as the greatest formula ever written. And it is so simple, you’ll shake your head even more. BTW, it can actually be found on Trailhead when you dig deeper into formula fields. No, you can’t search for it. I tried, no luck. I stumbled over it when working my way through the Formulas and Validations Module. And bam, there it was.

    HOWEVER! This module isn’t quite detailed enough to explain the full context. Therefore let’s talk about the problem first, the problem that led to this solution. You may not even know you had a problem! 🤓 Plus, there’s one more feature you need to know about too, which likes to compete with it…

    The Reason the ‘Power of One’ Even Exists

    Let’s take this Opportunity report as an example. This particular report contains a list of Opportunities which have been Closed Won. When you look at the total number of records it displays ’20’. Since this is an Opportunity type of report the count refers to the Opportunity records. However, the report is grouped by Accounts and it may appear as if the total count refers to Account records. So, if you’re not sure, the first thing you can do is verify what type of report it is, such as Opportunity vs Account vs Cases etc. You can see the report type at the very top of the report where it says ‘Report: Opportunities’.

    Now, sticking to this report, what if you wanted to know the number of unique Accounts in this report too? Well…you won’t get it. This example report is a rather small report, so you could easily do a manual count but that’s not how we want to use Salesforce right? And just imagine you’ve had a super long report with hundreds or thousands of records in it.

    So what did I do at the time? I’ve twisted the report and recreated it in different ways, but I simply couldn’t get that unique count. I even looked for a solution on the AppExchange, but nothing straight forward. 

    Eventually, I stumbled over the ‘Power of One’ solution. AND… Salesforce introduced a report feature not too long ago which likes to compete with the ‘Power of One’ but is not as good (yet). Read on to find out why!

    Watch video tutorial including follow-along demo (‘Power of One’ starts at 1:40min but I recommend watching the first part too):

    The ‘Power of One’ Formula Solves Unique Record Counts in Reports

    Let’s look at the ‘Power of One’ first before we discover the report feature solution. What we want to add is something like this:

    The solution: Adding a custom formula field to the Account object called ‘Unique Accounts’. But wait, aren’t we talking about the ‘Power of One’? That’s right. We still want to name the field after what it’s meant to do. What it does behind the scenes is what we refer to the ‘Power of one’. So, what is it then?

    🌶️ BTW, this content is part of our Salesforce Platform App Builder as well as Advanced Administrator Certification Courses:

    How To Create the ‘Power of One’ Formula

    The magic (or power!) lies in how you design this particular formula field. BTW, this is probably the most complicated formula ever, NOT! 

    This particular formula field merely contains the number 1. That’s it? That’s it! 🤯 It’s a count of ‘1’ against every single Account.

    And now, all you need to do is to add the new field ‘Unique Accounts’ to the report as a column and you’re done! You’re kidding? Nope!

    And now? Do I need to create a ‘Power of One’ type of field for all additional unique counts I want to add to the report? NO! Luckily, Salesforce introduced a report feature a couple of releases ago which is called ‘Unique Count’. But…

    What About the Unique Count Report Feature?

    Salesforce seem to have acknowledged the many headaches, since a lot of Admins still don’t know about the ‘Power of One’, so they have added a new report feature right into the Report Builder. Phew!

    All you need to do is go to the drop-down arrow at the top of the column and select ‘Show Unique Count’. But…

    🌶️ There’s one caveat: This feature only works for columns that are not grouped. You’ll notice in the example above, the Account Name column is not grouped. If it was grouped like the first example report, this option does not even appear:

    Combine ‘Power of One’ and ‘Show Unique Count’ in Reports

    Because of the caveat I mentioned, follow these steps as your best practice:

    1. Create your report
    2. Add column and/or row groupings as needed
    3. Create a ‘Power of One’ formula for grouped columns/rows as required
    4. Use ‘Show Unique Count’ option on other columns which are not grouped

    I hope you are as relieved as I was when I found out. Now tell me: Did you know this existed? Did you even know there was a problem? I’d love to know.


    We make learning simple with our range of well-structured Salesforce Video Tutorialsdownloadable Study Workbooksand realistic Practice Exams.

    And if you are brand new to the world of Salesforce, make sure to sign up to our FREE 21-Day Salesforce Beginners Challenge.

    Is Salesforce Classic still relevant? A Comparison to Lightning Experience

    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?

    Author: Peggy Schael | Salesforce Trainer | WeLearnSalesforce

    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:

    Go to:

    👉 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.


    We make learning simple with our range of well-structured Salesforce Video Tutorialsdownloadable Study Workbooksand realistic Practice Exams.

    And if you are brand new to the world of Salesforce, make sure to sign up to our FREE 21-Day Salesforce Beginners Challenge.


    Here are our most read articles in 2022. A big Thank You to all of our WeLearnSalesforce Blog readers! How about adding these articles to your reading list during your holiday chill time? You may secretly be planning your most epic Salesforce Career Year in 2023. Are you?

    Here are our most read articles in 2022. A big Thank You to all of our WeLearnSalesforce Blog readers! How about adding these top 5 articles to your reading list during your holiday chill time? You may secretly be planning your most epic Salesforce Career Year in 2023. Are you? 🤓 Leave me a comment below!

    Top 1 – How to register for the Salesforce Certification Exam

    Full article:

    Top 2 – Highlight Your Salesforce Skills On Your LinkedIn Profile

    Full article:

    Top 3 – How Long Does It Take to Learn For Your Salesforce Certification Exam?

    Full article:

    Top 4 – How Do Salesforce Lightning Record Pages, Dynamic Forms and Page Layouts Go Together?

    Full article:

    Top 5 – Build a Salesforce Custom App for your next Salesforce Job Interview

    Full article:

    What else would you like to read about in 2023? Leave me a comment below!

    Master Your Salesforce Resume – By Earning a Badge on Trailhead

    Did you know there’s an entire Trailhead Module to help you create your Salesforce Resume??!! I just found out too. How awesome is that! You can learn to master your Salesforce Resume and even earn a badge for it to add to your Trailblazer.Me Profile. This is incredible! Trailhead surprises me again and again. Writing a really good resume is one of the hardest parts in your Salesforce job hunt process. It’s a huge factor in getting you the desired job interview…or NOT! Therefore, you want to be strategic how to craft your Salesforce Resume in order to highlight all those relevant hard and soft skills.

    Author: Peggy Schael | Salesforce Trainer | WeLearnSalesforce


    You kiddin’ me?? A strategy for my resume? Indeed! Your resume is the most important document during your job search. It’s going to be how recruiters and hiring managers view and evaluate all other documents they receive from their job applicants, like YOU. This means, you want your resume to speak volumes and spark interest!

    In order to achieve this, having a strategy how to write and design your Salesforce resume will help you achieve this. Since resumes should not only offer relevant experiences, they should also be used to demonstrate your creativity. Creativity doesn’t mean drawing fancy pictures, or designing sparkling dresses. Creativity means being creative with the ways you format your resume and how you arrange the contents of your resume. There’s no one-size-fits-all resume. Your resumes should represent YOU, and you are unique and so should your resume be.

    🌶️ Did you know that the average hiring managers scans through job applications at about six seconds per page?!! This means, every detail matters, because every second counts. It doesn’t have to be a thousand words to describe your work experiences or certifications. What matters more is that it’s concise but also thorough.

    So, have a plan! 


    Here are some of the most relevant aspects of a stand-out Salesforce Resume:

    👉 Keep your resume short and precise

    This means, only include recent and relevant experience. No more than 10-15 years back, if you have that many. And if you don’t have any work experience yet, than that’s fine too. You can still showcase your skills in creative ways.

    👉 Create a unique resume file

    There are loads of templates out there that you can most certainly refer to. And you should! Because they help you understand how to design your resume. BUT, don’t blindly copy a template. Recruiters and hiring managers are well aware of all these templates and they can tell right away whether you just copied something or whether you added your own twist to it.

    👉 Spotlight relevant skills and experiences

    This is where your Salesforce expertise comes in. In a Salesforce resume you want it to scream ‘Salesforce’. Therefore, you MUST include any form of experience, even if it’s “only” Trailhead hands-on experience. ANY! form of experience matters!

    Therefore, make sure to include any of the following:

    • Your Salesforce Certification/s – If you don’t have one, add your Salesforce Superbadges instead (they fall under the Salesforce Certification Program)
    • A Salesforce project – If you don’t have an on-the-job project yet, then create your own
    • Your Salesforce community involvement – If you haven’t yet, join Trailblazer Community groups
    • Your Trailblazer.Me profile – If you don’t have one yet, there really is no way around it! Go create one!


    Of course, there’s a lot more to writing a really good resume. And Trailhead wouldn’t be Trailhead if they didn’t even offer a Module on this topic.

    Et voila, here’s an extensive Trailhead Module on “Resume Writing Strategies”. It not only includes step-by-step instructions, it also includes resume examples and a lot more resources:

    Go to:

    And please do let me know how this module worked out for you (if you’re giving it a try). Did you find it helpful? Did you use any other resources to write your resume? I’d love to know. 


    We make learning simple with our range of well-structured Salesforce Video Tutorialsdownloadable Study Workbooksand realistic Practice Exams.

    And if you are brand new to the world of Salesforce, make sure to sign up to our FREE 21-Day Salesforce Beginners Challenge.

    Salesforce Certification Exams have just switched over to the Summer ’23 Release. How do you know what’s new?

    Are you currently preparing for your Salesforce Certification Exam? If so, do you know what’s new in the latest release? The below article will explain how to work through the release notes and identify the topics relevant for the type of exam you are planning to take, based on the Winter’23 release. However, we’ve just moved into Summer’23. Use the below article to understand the concept.

    Author: Peggy Schael | Salesforce Trainer | WeLearnSalesforce

    This article teaches you the concepts of how to work through the Salesforce Release Notes, initially based on the Winter’23 release. HOWEVER! This applies to ANY Salesforce release and the steps below will show you exactly how you’ll identify what’s relevant to prepare for either your Salesforce Certification Exam or your current role as a Salesforce professional.


    The Release Notes are a VEEEEERY long list of new features or updated features that Salesforce are releasing in that particular release cycle. It can feel very intimidating just looking at the screen. 🤯 At least that’s what it felt like to me the first few times I needed to get my head around the release updates. And that while I was preparing for my very first Salesforce Administrator Certification a few years back. If that wasn’t enough already! Now they also wanted me to understand the Release Notes too. Phew!

    In particular when you are relatively new to Salesforce and are just starting to learn about its features and functionalities, you need to process everything SOMEHOW. Right? Right! You can’t possibly learn and understand everything at the same time.

    Trust me when I tell you: Don’t even try. I did try and almost threw the towel. Therefore: Learn your Salesforce Fundamentals first! Only WHEN you feel at least ‘relatively’ confident, THEN start looking at the Release Notes.


    This is where you ALWAYS need to go back to: The exam guide for the Salesforce Certification you want to take. That’s your single-most source of truth. Whether you are just starting to prepare for your exam or you have booked your exam day already, this page is where you need to check the latest exam relevant knowledge topics AND the exam relevant release cycle.

    The exam release cycle is displayed at the very top of your exam guide. Here’s an example of the exam guide of the Salesforce Certified Administrator. However, this applies to any exam guide:

    🌶️ If you have already booked, or you are planning to book, your exam day in the near future, have a look at the Retake Policy too! It not only explains what happens in case you don’t pass, but it also includes the certification release cycle dates. 

    If the exam close date is around your planned exam day, you may want to plan around it. If possible, try to take the exam within the release cycle, so you don’t have to worry about it (for now). However, if that’s not possible, I’d suggest choosing a date at least 1-2 weeks after the exam launch date, so you have time to not only get familiar with the changes but also practice them in your Trailhead Playground.

    View here:

    👉 NOTE: The listed dates may vary. Therefore, it’s best to review this page around the planned exam launch and close dates to be sure. And of course, check the exam guide whether it already displays the new cycle.


    And now comes the tricky part. What changes are actually relevant for the particular exam you are preparing for? In this article, I’ll use the Salesforce Certified Administrator as an example. If you are taking any other certification exam, then just apply the same concept.

    First, you need to find the release notes to start with. Of course, you can simply type “Salesforce Release Notes” into your search machine (I mostly use Google) and it will probably come up as the first search result:

    🌶️ Otherwise, I’d recommend to get familiar with the Salesforce Help pages. They are your go-to-place for anything Salesforce features and functionalities for any Salesforce Product, a.k.a. Salesforce Clouds (think Sales Cloud, Service Cloud, etc.). It’s Salesforce’s system manual, like the manual of your washing machine. 😉

    👉 BOOKMARK IT! Since you’re likely going to need to review the release notes on a regular basis (if you want to be a role-model Salesforce professional), it’s best to bookmark it in your browser, so you don’t have to worry about finding it again.

    And finally, here’s how to pick out the topics relevant to your upcoming exam:

    1 – Look through the Release Notes main menu and focus on the topics that already sound familiar based on the topics listed in your exam guide. Here are the ones I usually look at when it comes to all things Salesforce Administration (declarative).

    2 – Then go through each step-by-step. Expand their sub-topics and see what they entail.

    In most cases it’s sufficient to browse over. However, if you’re really not sure what it’s about, it helps to take a closer look, a.k.a. go into one of your Trailhead Playgrounds and have a look for yourself.

    The Release Notes sometimes include screenshots and a ‘How’, but unfortunately this is not always the case. I’ve often had times where I’ve been scratching my head 🤔 how the heck this features is supposed to work or where exactly in the Setup I need to go. 

    Plus, some of those features are not available in your Tailhead Playground (=Developer Edition. Refer to ‘Where’.) so you can’t actually test it out, but you still need to know about it. HOWEVER, it would usually not be an in-depth exam question, more a general knowledge type of question to test whether you’re familiar with general concepts and general features.

    3 – Repeat this process with each menu item you’ve identified.

    Even though you may be feeling pretty confident with your exam relevant knowledge, it may still feel rather overwhelming. And that’s perfectly normal. The first few months learning Salesforce are the hardest because there’s so much information thrown at you, but know that it takes time and that YOU WILL GET THERE!

    Find out whether you are ready to take the real Salesforce Certification Exam

    If you’re still unsure whether or not you are ready to take the real exam, then you can take Practice Exams. That’s what they are there for. 🤓

    They help you identify the knowledge areas you still need to deepen. And they help you get familiar with the exam format and complexity, because they are similar to the real exam. There’s no better way to prepare!

    Since the Salesforce Certified Administrator Exam is one of the hardest, Salesforce provide you with two Practice Tests. And to give you even more options to practice, we give you an additional 5 Practice Exams. 

    You do not have to take any of these of course, but they can give you a lot of peace of mind because you’ll know what to expect!

    👉 Administrator Certification Prep Interactive Practice Test

    👉 Administrator Practice Test:

    👉 WeLearnSalesforce Practice Exam Bundle (incl. 5 Practice Exams, 60 Questions each):

    👉 Salesforce Certified Administrator Exam (the real one) – Register via Webassessor:

    I hope you found this article helpful. Let me know in the comments what you think about the Release Notes. Do you follow the same process or have you identified another way to process the release changes? I’d love to know!


    We make learning simple with our range of well-structured Salesforce Video Tutorialsdownloadable Study Workbooksand realistic Practice Exams.

    And if you are brand new to the world of Salesforce, make sure to sign up to our FREE 21-Day Salesforce Beginners Challenge.

    Build Your Most Impressive Salesforce Resume Ever – With Experience Cloud

    Sounds like overkill? It may be. BUT! This is your chance to build a truly outstanding Salesforce Resume, in a digital format. Because you want to showcase your digital skills right? Right! And there’s no better place to do so than with Experience Cloud on your Trailhead Playground, completely free of charge. 🤯 And you know why? Because…you’ll be killing two birds with one stone like no other resume can do! In this article we discuss why you may want to go overkill and how this will set yourself apart from the Salesforce competition.

    Author: Peggy Schael | Salesforce Trainer | WeLearnSalesforce

    Even though tech companies, including Salesforce, have recently been in the news for laying off employees, the demand for Salesforce jobs is still there. You can ask any Salesforce recruiter to confirm this. And with the demand being high, so is the competition. However you can most certainly stand out from this Salesforce crowd by building something unique no-one else will have and that is your very personal Salesforce Resume website. There is no other YOU, and that is your unique advantage.

    Even if you are brand new to Salesforce, you can already start building your unique Salesforce Resume, sometimes also referred to as a Salesforce Portfolio.

    Your personal portfolio website is pretty much the online version of your resume. It’s a compilation of work experiences including examples and documents, as well as education and extracurricular activities. But wait…it’s not just a list of items like you would do in a classic resume created on MS Word. That would not be worth the effort. But what is worth the effort is the opportunity to incorporate your Salesforce knowledge and configuration skills in a very smart way.


    A Salesforce resume requires Salesforce skills to start with right? Right! Therefore! If you are brand new, don’t go straight into building an Experience Cloud Site. You may not even know what Experience Cloud even is. Instead, start by learning the fundamental Salesforce skills first. Otherwise, it’s like trying to drive a car without a drivers license. It probably won’t go very well.

    You can learn all things Salesforce, including Experience Cloud, on Trailhead with self-guided Trailmixes like this one:

    Go to:

    🌶️ Click the ‘Follow’ button to save this Trailmix to your Favorites.

    If you prefer a more structured and instructor-guided learning experience you may choose a Salesforce Certification Course like this one:

    It doesn’t matter which option you choose, what matters most is that you start building your Salesforce knowledge profile, a.k.a. Trailblazer.Me Profile. And once you’ve learned your Salesforce Basics you’ll know what Experience Cloud is too, and even how it works. 🤓


    This is where all your Salesforce skills come together, by completing Trailhead Badges, Superbadges and ultimately Salesforce Certifications.

    Like mine:

    View full profile:

    Your Trailblazer.Me Profile will therefore become an essential component of your digital Salesforce Resume. 

    “Trailblazer.Me Profile: A Trusted Resume for the Salesforce Economy.”

    Now, the Trailblazer.Me Profile page is provided by Trailhead and cannot be customized to your personal style. And this is where Experience Cloud comes in.


    With Experience Cloud you are creating a digital experience. In simple English: You are creating a website, using Salesforce’s own service called Experience Cloud. Sites created with Experience Cloud are called Digital Experience Sites. Don’t worry, you don’t have to pay anything and you don’t need to know how to use HTML. 

    Digital Experiences can be created with your free Trailhead Playgrounds, or other Developer Orgs, which won’t expire anytime soon unless you stop using them. Plus, when creating Digital Experience Sites you can choose from a range of templates from where you can drag and drop the components you wish to use.

    And the best part is, you can learn how to create your own Digital Experience Site on Trailhead and earn additional badges to add to your Trailblazer.Me Profile. How awesome is that!

    Go to:


    While you are designing your Digital Salesforce Resume, don’t forget to incorporate your Trailblazer.Me Profile. Because this is your proof of your Salesforce skills. This means, your digital Salesforce Resume will display your work history and education including your Salesforce Experience, and even if that is “only” your Trailhead Badges, Superbadges and Certifications. You may not have any on-the-job Salesforce experience yet, but you DO HAVE EXPERIENCE with the Salesforce platform. And that alone is fully worth to be demonstrated!

    Therefore, once this is all put into place, you’ll publish your Experience Cloud site and share it with the world!! 👏🏻 You’ve worked hard for it. You can share it on your LinkedIn profile, other Social profiles, even your classic Resume, email signature and so on.

    You’ve not just completed your learning on Trailhead and may have gained a Salesforce Certification, you’ve taken it even A HUGE STEP FURTHER by building an Experience Cloud Site all by yourself in your very personal way.

    The side effect: You’ll learn even more about Salesforce’s Clouds and how they integrate with each other, considerations in Salesforce Profiles and Permissions etc. You’ll be able to answer technical Salesforce questions in your upcoming job interviews with much more confidence. Plus, you’ll be able to demonstrate you can think outside the box and find suitable solutions for business processes, such as expanding Salesforce to relevant products or apps.

    Are you going to build one? Yes? No? Maybe? Let me know in the comments. And if you built one, share the link too. I’d love to take a look. 👏🏻


    We make learning simple with our range of well-structured Salesforce Video Tutorialsdownloadable Study Workbooksand realistic Practice Exams.

    And if you are brand new to the world of Salesforce, make sure to sign up to our FREE 21-Day Salesforce Beginners Challenge.

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