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✅ 10 Best Practices for a Salesforce Business Analyst
The Salesforce Business Analyst plays a crucial role by bridging business stakeholders and technical builders, governing the user experience (UX). This guide outlines best practices for the role. Though some organizations may have Salesforce System Administrators handle these duties, it's increasingly common to have separate individuals for system administration and business analysis. These best practices apply to anyone in the Salesforce Business Analyst role.
✅ Top 5 Insights from Our Mega Salesforce Salary Survey With 3500+ Professionals
After months of data collection and analysis, the first annual SF Ben Salary Survey report has been released. While not the first of its kind, this report stands out as the most comprehensive, with over 3,500 respondents participating. Although the official report is recommended for detailed insights, this post highlights key trends and findings from the survey.
✅ Prevent Salesforce records update for 15 minutes
The user implemented a temporary halt on updating Salesforce records for 15 minutes.
✅ Salesforce Fact #870 | Lock selected records from list view using screen flow
The latest release enables locking and unlocking records through flow actions. Users can create a screen flow that accepts selected records from the list view and locks them using the Lock Record action. Before locking, a check is performed to ensure the records are not already locked.
✅ Dynamically Create Documents Using PDF Butler
Salesforce lacks built-in document generation capabilities, and the common free workaround using Visualforce pages to create PDFs is limited and does not scale. To achieve more robust and scalable document generation, organizations often seek alternative solutions compatible with Salesforce. PDF Butler stands out as a leading option for this purpose. A practical use case will be shared to demonstrate its document generation functionality effectively.
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