01 · Standard objects vs custom objects
Account, Contact, Opportunity, Case solve more than you think — the checklist to run before you create anything custom.
Account, Contact, Opportunity, Case solve more than you think — the checklist to run before you create anything custom.
Objects, relationships and record types — the schema decisions you cannot cheaply undo, made deliberately.
The flow works in the sandbox, passes UAT, and then quietly stops firing for one profile in production. Here is the checklist that finds it.
Ten scenarios from real orgs. For each: what would you change, and what would you refuse to change?
From a blank report to a dashboard your manager actually opens — report types, filters, and the three charts that cover most questions.
Two systems control what a record looks like, and they overlap just enough to confuse everyone.
First public release: the Admin Foundations course, the Data Model training module, and a blog.
Watch a new user go from created to correctly permissioned — the modern way, with one baseline profile and permission sets on top.
The spreadsheet analogy that gets you started, and where it breaks down.
Instance, org, environment — the words everyone uses and nobody defines. Fifteen minutes to a mental model that sticks.
Salesforce CRM Analytics from scratch to advanced: connect data, build Recipes/Dataflows → create Datasets → Lenses → Dashboards → Apps; then SAQL, bindings, security predicate, Dashboard JSON, and Lightning embedding. Start from zero, learn to use AI in CRM Analytics, and be job-ready.