All Educators

Saturday, September 2, 2023

3- Salesforce Best Practices

Hi Salesforce lovers,

Salesforce Best Practices series, part 3.

Let's go ahead!

3. Salesforce Best Practices

5. Salesforce CRM Dashboards

6. Sales Activity Dashboards

2- Salesforce Best Practices

Hi Salesforce lovers,

Salesforce Best Practices series, part 2.

Let's go ahead!

2. Salesforce Best Practices

3. Data Quality Analysis Dashboards

4. Salesforce Adoption Dashboards

Friday, September 1, 2023

1- Salesforce Best Practices

Hi Salesforce lovers,

Are you ready for Salesforce Best Practices series!!!

Let's start!

1. Salesforce Best Practices

1. Company Default Settings

2. Locale Personal Settings

1- Salesforce Editions and Sandboxes

Hello Everyone,

Let's start to dive into Salesforce tips.

This is the first.

If you confuse something about the Salesforce Editions and Sandboxes, this is normal. But you are able to understand by the time.

Salesforce Editions

Essentials, Starters, Professional, Enterprise, Unlimited and Developer.

Those editions vary by functionality and pricing.
(https://help.salesforce.com/s/articleView?id=sf.overview_edition.htm&type=5)

Salesforce Sandboxes

Sandboxes are Developer Sandbox, Developer Pro Sandbox, Partial Copy Sandbox and Full Sandbox.

Sandboxes can be created in Professional, Enterprise, Performance, Unlimited, and Database.com Editions. (Unfortunately, not in the Essentials, Starters and Developer Editions)
(https://help.salesforce.com/s/articleView?id=sf.create_test_instance.htm&type=5)

For Example;

If you have an Unlimited Edition in your company, you have a Production Environment and it is possible to create different Sandboxes (like UAT, Dev, Sales, Projects etc.) to have projects before release in Production (Live Environment).

Let me know if you like to know any other tips about Salesforce.

Have a great days with Salesforce. 👋