As we head towards the end of each year, the Salesforce Ben team likes to take a step back and look at our achievements and milestones during the year that has passed. We are always proud of what we and our group of community contributors have produced, adding significant value to the Salesforce ecosystem.
With tons of posts published for admins, and our highest views of all time, we were curious to find out which were the most popular posts with Admins? Well, the results are in! Here are the ten posts aimed at Salesforce Admins that received the top pageview counts this year.
10. Guide to Salesforce DLRS (Declarative Lookup Roll-Up Summaries)
The Declarative Lookup Roll-Up Summaries (DLRS) managed package is a must-have for creating roll-up summaries between lookup relationships. Andy Fawcett’s open-source tool is a gift, enabling you to define roll-ups using standard UI declaratively, with no coding required!
This guide will cover the high-level details, plus a couple of example use cases. First, let’s outline the challenge you need to solve.
9. How to Create a Report in Salesforce
Salesforce reporting is possibly the most valuable capability you have at your disposal. With the wealth of information in your Salesforce org, it is vital that you know how to create a report in Salesforce so that your users can view the data that is relevant and important to them.
The Salesforce Report Builder is where users create reports, add filters, and define the fields to display. Not only do you have access to many pre-built reports which you can run or customize, but you also have the ability to create Custom Reports specific to users’ requirements.
In this post, we’ll cover exactly how to create a report, as well as the different types of reports and custom reports.
8. Migrate Salesforce Workflow Rules & Process Builder to Flow
Following the announcement of the impending retirement of Workflow Rules and Process Builder, you might be wondering how this change affects you and how you can move your automations to Flow.
Tim covers the Migrate to Flow tool, how to develop a migration strategy, plus best practices and considerations. There’s even a nifty video tutorial on how to migrate a Workflow Rules to Flow Builder.
7. Ultimate Guide to Salesforce Dynamic Related Lists
We have Dynamic Forms, Dynamic Actions, Dynamic Interactions, and now Dynamic Related Lists! Salesforce Dynamic Related Lists add a new component to Lightning pages: Dynamic Related List – Single. This component gives you the ability to create custom related lists that can be filtered to dynamically display only when particular criteria are met.
In this guide, I cover everything you need to know to make the most out of this brand new Summer ’22 feature, including tips, tricks, and top considerations – plus, we’ve even included a video tutorial!
6. Salesforce Object Key Prefix List
This list has proven very useful to our readers this year. Discover the commonly used Salesforce objects, their “Object Key Prefix”, and when to use them!
5. Salesforce to Retire Workflow Rules and Process Builder
Workflow Rules and Process Builder are being retired and the future is Flow. In this article, we’ll examine the current retirement timeline, plus, we’ll provide you with some ideas and resources to help you get started.
5. Learn Salesforce Order of Execution
Building solutions with Salesforce is a fairly easy task, but if you do not go below the surface, your solutions may end up creating unintended technical debt in your system. This can slow down your org – or worse yet, you may start finding fatal errors due to exceeding limits.
When you save a record, it goes through a specific sequence of events – the Salesforce Order of Execution.
3. What Is a Salesforce Sandbox?
A Salesforce Sandbox environment enables you to test new configuration, code, and automation outside your production (live) instance. It’s like a replica of your production instance with some or all of your metadata and data depending on your sandbox type.
Tom explains everything you need to know about sandboxes, including the different types and how to use them – we’ll be taking a look at sandboxes in a Salesforce context.
2. Everything You Need to Know About Salesforce Queues
Salesforce Queues prioritize, distribute, and assign records used by teams that share workloads. Use Queues in Salesforce for managing cases, leads, tasks, contact requests, orders, service contracts, knowledge articles, and custom objects.
This guide will cover how Salesforce queues work, and provide step-by-step guidance for setting up your first queue.
1. Salesforce Dynamic Forms: Overview & Deep Dive Tutorial
Our deep dive into Dynamic Forms has had multiple updates this year, covering the latest enhancements to this amazing feature by Salesforce, including Dynaimc Forms for standard objects!
In this post, we’ll cover what Salesforce Dynamic Forms are and how to get started, as well as what is and isn’t supported.
Bonus! We’ve also added a brand new YouTube video about Dynamic Forms! You can find it on our YouTube channel here.
Summary
Well that’s a wrap for our top 10 admin posts in 2022. We can’t wait to bring you more exciting content in 2023.
If there are any topics or posts you would particularly like to see in 2023, let us know in the comments!
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