SSapotaCorpinsapotacorpvn.hashnode.dev·Jul 12 · 6 min readSalesforce Platform Admin Exam: Five Traps We Documented During PrepWalked through 1,930 practice questions pulling from 24 source sets before sitting the Salesforce® Certified Platform Administrator exam. Thirteen of those questions had conflicting answers across sou00
SSapotaCorpinsapotacorpvn.hashnode.dev·Jul 12 · 6 min readSalesforce OWD and Sharing Rules: the Four-Layer Model That Trips Every AdminWe took over a Salesforce org mid-project once where the previous team had set Opportunity OWD to Public Read/Write, then built twelve Sharing Rules trying to restrict access back down to individual t00
SSapotaCorpinsapotacorpvn.hashnode.dev·Jul 12 · 7 min readSalesforce Profiles vs Permission Sets: the Additive Model Every Admin NeedsA few years ago we took over an implementation that a a Vietnamese conglomerate client had been running internally for about three years. The first thing we did was pull a list of profiles. There were00
SSapotaCorpinsapotacorpvn.hashnode.dev·Jul 12 · 8 min readSalesforce Field-Level Security: Three Access Layers and Where Each One LivesEarly in a project for a retail client, we removed a sensitive compensation field from every Page Layout and marked the task done. A week later, their integration team flagged that the field was still00
SSapotaCorpinsapotacorpvn.hashnode.dev·Jul 12 · 9 min readSalesforce Flow Builder: Five Types and When Each One BelongsA few months before Salesforce officially retired Process Builder, we were in the middle of an automation audit for a mid-size distribution client. Their org had grown organically over five years — do00
SSapotaCorpinsapotacorpvn.hashnode.dev·Jul 12 · 9 min readSalesforce Approval Processes: Design Decisions That Determine Whether They Hold UpOn a recent project for a regional telecom client, a sales rep submitted an Opportunity with a 42% discount late on a Friday afternoon. The assigned approver — the sales manager — saw the notification00
SSapotaCorpinsapotacorpvn.hashnode.dev·Jul 12 · 8 min readSalesforce Sandbox Types: Which One to Use and What Each One Costs YouA few years back we were supporting a mid-size retail client — think several hundred Sales Cloud users, a reasonably complex Apex layer, and a data migration coming up in Q3. Their admin had been doin00
SSapotaCorpinsapotacorpvn.hashnode.dev·Jul 12 · 8 min readSalesforce Case Management: Entitlements, Milestones, and SLA Tracking That Actually WorksA few years ago we took over a Service Cloud implementation from a telecom client whose support team was managing several thousand cases a month. They had queues, assignment rules, a solid case layout00
SSapotaCorpinsapotacorpvn.hashnode.dev·Jul 12 · 8 min readSalesforce Report Formats: Tabular, Summary, Matrix, Joined — and When Each One Answers the QuestionA few years ago we were setting up a sales dashboard for a manufacturing client — about 200 reps across four regions — and their admin had built every pipeline report as Tabular. Flat lists, clean col00
SSapotaCorpinsapotacorpvn.hashnode.dev·Jul 12 · 8 min readSalesforce Validation Rules: Where They Enforce and Where They Do NotOn a retail project last year, we spent an afternoon chasing down Opportunity records with negative amounts that kept slipping past a validation rule we'd already written and tested. The culprit turne00