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Category: Admin

Stay ahead with the latest Salesforce Admin Updates. Our blog provides actionable insights, expert tips, and strategies for enhancing Salesforce CRM.

User Access Policy in Salesforce : The Smartest way to Automate User Management Jobs

User Access Policy in Salesforce : The Smartest way to Automate User Management Jobs

Piyush LakhaniNovember 23, 2025November 23, 2025

One of the core and important task of Salesforce CRM is setting up right users for the organizations. Admins spends lots of time setting up right accesses to newly onboarded users or changing/adjusting accesses to

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Display Apex-Defined Collection Data directly into Screen Flow Data Table

Display Apex-Defined Collection Data directly into Screen Flow Data Table

Piyush LakhaniOctober 10, 2025October 10, 2025

With every release, Salesforce is making its hot favourite tool, Flow, more and more powerful. Here we will understand one very useful update from winter’ 26 release. We will see how we can display Apex-defined

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How to Secure Your Salesforce Org: First Steps Against Cyber Attacks and Social Engineering

How to Secure Your Salesforce Org: First Steps Against Cyber Attacks and Social Engineering

Piyush LakhaniAugust 31, 2025September 4, 2025

With recent Cyber Attack incidents at big corporations like Google, Cisco, and Workday on their Salesforce CRM instances, Salesforce has become prime targets for sophisticated cyber attack using third-party apps and predominantly using social engineering.

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How to use Flow Approval Process In Salesforce ?

How to use Flow Approval Process In Salesforce ?

Piyush LakhaniMay 26, 2025May 27, 2025

Salesforce is making Flows more and more powerful with every releases. This is again evident with release of spring ’25 and summer ’25 in which Salesforce is replacing Classic Approval process with New Flow Approval

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Tips to Improve Report Performance in Salesforce

Tips to Improve Report Performance in Salesforce

Piyush LakhaniJanuary 20, 2025January 29, 2025

Sometimes, It’s really frustrating to see Salesforce Reports taking longer to load. Are you one of them who struggles with these slow reports and want to improve report performance ? Here are few tips to

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How to Clone a User in Salesforce :  Deploy screen flow solution to your sandbox with few clicks.

How to Clone a User in Salesforce : Deploy screen flow solution to your sandbox with few clicks.

Piyush LakhaniDecember 9, 2024March 29, 2025

Cloning a user can be great way to save time and automate repetitive task of replicating user’s profile, role, title and other user attributes. Currently, Salesforce does not provide any out-of-box feature to clone user.

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Using Dynamic Highlight Panel Effectively – Salesforce Winter’25

Using Dynamic Highlight Panel Effectively – Salesforce Winter’25

Piyush LakhaniOctober 24, 2024March 20, 2025

Salesforce Winter’25 release provides important change on Lightning page with its introduction to Dynamic Highlight Panel. Let’s explore how to use it. We will also implement its feature to see how it increases flexibility and

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Simple trick to Choose Lookup vs Master-Detail Relationship in Salesforce

Simple trick to Choose Lookup vs Master-Detail Relationship in Salesforce

Piyush LakhaniSeptember 7, 2024March 21, 2025

In Salesforce data model designing, selecting right relationship from Lookup Vs Master-Detail relationship has always been tricky task for salesforce admins or developers. Understanding these relationships is crucial for designing an efficient and functional data

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  • User Access Policy in Salesforce : The Smartest way to Automate User Management Jobs
  • Display Apex-Defined Collection Data directly into Screen Flow Data Table
  • How to Secure Your Salesforce Org: First Steps Against Cyber Attacks and Social Engineering
  • Make Salesforce Screen flows more Interactive with Toast Messages
  • How to Zip & Unzip files Natively in Salesforce: Use This Ready-to-Use ZIP Utility

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