How to Use Health Check in Salesforce

How to Use Health Check in Salesforce

In today’s video, we’re going to show you how to use Health Check in Salesforce. This tool helps you assess your org’s security and next steps to improve your score with clicks. Salesforce uses its own baseline...

An Overview of Salesforce DevOps Center

An Overview of Salesforce DevOps Center

Late last year, Salesforce introduced general availability for a tool called DevOps center, which helps teams build, test, and deploy solutions. But what exactly is DevOps Center, and how does it work? Let’s take a...

How to Create Roll-Up Summary Fields in Salesforce

How to Create Roll-Up Summary Fields in Salesforce

In today’s video, we’ll show you how to create roll-up summary fields in Salesforce. Roll-up summary fields are available on the master side of a master-detail relationship. With these types of fields, you can count...

When to Use Record Types in Salesforce

When to Use Record Types in Salesforce

Traditionally, record types drove all of our UI-related decisions in Salesforce. In Salesforce Classic, record types drove page layouts, which data was visible on the page, and many other decisions, including picklist...

How to Update Default Sharing Settings in Salesforce

How to Update Default Sharing Settings in Salesforce

In today’s video, we’re going to show you how to update the Default Sharing Settings in Salesforce. By default, some object sharing settings are Controlled by Parent. However, you can easily change this. To update...

How to Enable API Notifications in Salesforce

How to Enable API Notifications in Salesforce

In today’s video, we’re going to show you how to monitor API usage in Salesforce. Knowing when your API usage is about to exceed its limit is crucial for your org’s operations, but luckily we can automate notifications...