CRM Analytics
How to Limit Rows in a CRM Analytics Recipe Using Rank and Partition
Salesforce CRM Analytics recipes have no LIMIT clause. When a dataset run drags on and you only want a small test slice, use rank + partition + filter to cap rows deterministically. Full worked example, the top-N-per-category variation, and the gotchas to watch.
What is Person Accounts in Salesforce
What a Person Account actually is, the B2C use cases that justify it, how to enable and create one, and the do's and don'ts nobody tells you until after you've clicked Enable in production.
Data Model Basics
Quiz: the data model
Data Model Basics
Hands-on: build a custom object
Data Model Basics
Standard vs custom objects
Data Model Basics
Objects, fields and records
The spreadsheet analogy that makes the whole data model click.
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Data Model Basics
Data Model Basics
Objects, fields and relationships — how Salesforce actually stores your data, and how to shape it.
Setup Salesforce
Knowledge check: org setup
Setup Salesforce
Hands-on: add company info and a user
Setup Salesforce
Guided tour of Setup
The gear menu, the Object Manager, and the Setup search bar — the three things you'll use daily.
Setup Salesforce
Create your Developer Edition org
Why the Developer Edition is the right home base, and how it differs from a trial.